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Integrations


Admins and bookkeepers can integrate their Brex account with Sage Intacct by following the steps below.Setup in Sage IntacctStep 1: Ensure that you have full admin access to both Sage Intacct. Step 2: Add your company’s IP address to Sage Intacct’s allowed list. (This is the IP address from which...

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, QuickBooks, Sage Intacct, and Xero. Brex admins and bookkeepers can create these rules by...

Custom rules can be created for NetSuite, QuickBooks, Sage Intacct, and Xero, and will allow you to map transactions to a particular category based on different criteria. Options include the merchant, department, amount, date range, and more. Brex admins and bookkeepers can create custom rules by...

Brex integrates with the following accounting software. Click the links below for setup instructions:QuickBooks Online Sage IntacctExpensify NetSuite Xero Concur Pilot

Brex admins and bookkeepers can disable the existing integration between Brex and their accounting software by following the steps below.Step 1: Click Integrations on the left side of your Brex dashboard.Step 2: Click Manage under your active integration.Step 3: In the top-right corner of the page...

The Sage Intacct integration is one of our many accounting integrations that improve reporting accuracy and accounting control, saving finance teams hours each week.Brex integrates with Sage Intacct through a CSV export–including basic transaction details, category mappings, receipts, and memos, etc...

Brex admins and bookkeepers can refresh your updated GL accounts within Brex by performing the following actions.Step 1:Click Integrationson the left side of your Brex dashboard.Step 2:Click on Manageunder your active integration.Step 3:Click Settingsin the upper right corner.Step 4: Click...

You'll need to work with a Concur Client Success Manager to set up an automatic feed of Brex transactions into Concur.Connecting to ConcurStep 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...

Category mapping is the matching of Brex’s default 48 categories with a corresponding general ledger (GL) account in your accounting software. Brex automatically categorizes your transactions, however, you can customize the mapping by going to Integrations Manage Categories in your Brex...

We don’t currently offer integrations with Codat, Divvy, Azure, or Transferwise. You can download a CSV of your transactions and upload them to your platform of choice by following the steps below. Step 1: Navigate to Transactions under the Card tab of your dashboard.Step 2: Select your date range...

Admins and bookkeepers can recategorize transactions from two places in the Brex dashboard: the Company transactions or Review Export pages under the Integrations tab. Please do this before exporting to your ERP or accounting software. Regular users can also categorize their own transactions in...

Pilot will set up the automatic feed of Brex transactions into QuickBooks (QBO) 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...

As an admin or bookkeeper, you are able to export transactions to your active integration by following the steps below: Step 1: Click Integrations on the left side of your Brex dashboard.Step 2: Click Manage under the active integration to which you want to export. Step 3: Click Review Export in...