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Onboarding Guide for Brex Cash Admins

Welcome to Brex, and congratulations on getting your cash management account!


The following guide will walk you through instructions that will ensure you are getting maximum value from your Brex Cash account.


Step 1: Fund your Brex Cash account


As a security measure, the first deposit into Brex Cash must be sent from an external financial source. To view your account and routing number, select View Details on your Cash Transactions page. These details can be used to initiate a wire or ACH payment into your account.

After your first deposit is complete, you will be able to initiate ACH pulls from your other accounts by clicking on the Add Funds button on the Cash Transactions page and following the prompts.


Step 2: Invite a bookkeeper or other Brex Cash admin


Cash and card admins have a full view over both Card and Cash transactions on the account. They can set-up integrations, invite new users, and are the only role type that can initiate payments on Brex Cash.

Bookkeepers act similar to a read-only user. They are not able to initiate payments, but can still see all transactions on the account and manage any integrations.

To invite a new admin or bookkeeper, navigate to Teams > Cards and users > Invite user.


Step 3: Make your first payment


Once you have successfully transferred funds into your Brex Cash account, you will see your Available Balance update on the Cash Transactions page. To make an ACH, Wire, or Check payment, select Send Money.

From there, you will be able to input your recipient’s information, select a payment method, and provide any additional information that is required for that form of transaction. You will also see an ETA for the transfer depending on which payment method is used.


Step 4: Connect your Payroll and other resources


You can connect Brex Cash to your company resources using your account and routing numbers. You can find your Brex Cash account information on the Cash Transactions page by selecting View details.

This article provides some additional links for connecting popular payroll services to your new account.

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For additional questions please contact Brex Support and we will be happy to help.

Customer Support:


Hours: 5am-12am PST weekdays, weekends, and holidays
Customer Support phone number: (833) 228-2044
Customer Support Email: support@brex.com
Support Help Center: https://support.brex.com/

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