Brex Logo

Integrations


Pilot will set up the automatic feed of Brex transactions into Quickbooks as part of the bookkeeping process. If you don’t already have a Pilot account, you can sign up here. Requirements: You must be a Pilot customer using bookkeeping services You must use QuickBooks as your primary ERP platform...

Brex integrates with the following accounting softwares:QuickBooks Online Expensify Xero NetSuite Concur Pilot Click on each one for set up instructions.

You will need to work with a Concur Client Success Manager to set up an automatic feed of Brex transactions into Concur. Step 1: Email your Concur Client Success Manager or ConcurClientSuccess@sap.com to request a new feed for Brex If you have just signed up for Concur, you can discuss this with...

You have the ability to recategorize transactions in two areas on the Brex dashboard. Admins and Bookkeepers can recategorize transactions on the Company Transactions tab or on the Review Export page of the Integrations tab before exporting to your ERP or accounting software. Regular users can...

Brex Admins and Bookkeepers can refresh your updated GL accounts within Brex by performing the following actions: Step 1: Click on the Integrations tab on the left-hand menu bar of the Brex dashboard Step 2: Click on Manage under your active integration Step 3: Click on Categories to expand the...

Custom Rules can be created for the following integrations: NetSuite, QBO, and Xero. Setting up custom rules will allow you to map particular transactions to a particular category based on different criteria such as the merchant, department, amount, date range, and more. Brex Admins and...

Merchant Rules are a type of mapping whereby a particular merchant is mapped to a preferred GL Account that lives within your chart of accounts. They can be mapped for the following integrations: NetSuite, QBO, and Xero. Brex Admins and Bookkeepers can create these rules by following the steps...

Brex Admins and Bookkeepers can disable the existing integration between Brex and their accounting software by following the steps below: Step 1: Click on the Integrations tab on the left-hand menu bar of the Brex dashboard Step 2: Click on Manage under your active integration Step 3: On the top...

As an Admin or Bookkeeper, you are able to export Brex transactions to your active integration by following the steps below: Step 1: Click on the Integrations tab on the left-hand menu bar of the Brex dashboard Step 2: Click on Manage under your active integration Step 3: Click on the Review...