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Integrations


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...

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...

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...

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

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

Custom rules can be created for NetSuite, QuickBooks, 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 amins and bookkeepers can create custom rules by following the...

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, and Xero. Brex admins and bookkeepers can create these rules by following the...

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 upper right corner of the page...

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...