The Brex <> Xero integration offers better functionality than any other corporate card in the United States. It provides the following:
- Hours saved each month - through the automatic bank feed connection
- Improved reporting accuracy - through expense data matches that allow you to push receipts, memos, and category rules at the push of a button
- Greater accounting control - through the ability to customize which data you want to flow from your Brex dashboard to Xero
Brex integrates with Xero in two ways:
Each time you use your Brex card, transactions will automatically flow into your Xero account. With this option, the transaction date, amount, and merchant will appear in the Reconcile and Bank Statements section of the Accounting tab on Xero.
This feature is at parity with what you should expect from your other corporate card providers. To set up the bank feed, please reach out to your Brex rep or our support team.
Expense Data [optional addition]
With this option, you have the ability to push your Brex expense data (receipts, memos, and category rules) to Xero. Brex offers a suite of tools to automate this process and save you time. Soon, you will also be able to push departments and location mapping rules.
Administrators will periodically select the date range they wish to export, then review all expenses and categorizations for completeness and accuracy. Once pushed, categorizations, receipts and transaction memos exported to Xero are automatically matched to your transactions waiting for review in the Reconcile section of the Accounting tab. Matching the expense records to the bank feed will automatically reconcile your spending and move the charges out of for review and on to your balance sheet giving you better data visibility and saving you hours on your end of month close.
Which parts are right for you?
Some finance teams rely solely on the Bank Feed to manage their account. This means a few things:
- They rely solely on Xero to categorize their transactions
- Receipts and memos attached by cardholders do not make their way into Xero
If you would like to use the categorizations and expense data from the Brex dashboard, the Xero Expense Data push will compliment your business. If this is the case, we recommend using both parts together!
Each time you manually export your transactions from Brex, they will be matched to the bank feed records automatically. You will then have the option to confirm if these matches are accurate by clicking on “match” on the right-hand side of each transaction in the bank feed. You should not see any duplicates.
If you have already integrated another accounting software to Brex, the Expense Data push might not be right for you. Using the expense data push may result in duplicate transactions in your Xero account.