Brex

Brex now connects to ChatGPT and Claude, so you can check your finances without leaving your AI workspace. Ask questions in plain language to pull up recent expenses, get alerted to missing receipts, check reimbursement payout ETAs, view your cards, see available spend limits, run reports, and more.

Both integrations are read-only and in beta.

To take action, just sign into your Brex dashboard or mobile app. Visit the Help Center for setup instructions for ChatGPT and Claude.

Premium and Enterprise admins can now enable employee card limits and P-cards for their company.

Employee card limits allow customers to issue an employee card with a built-in limit, without having to issue and manage spend limits separately. When enabled, admins can set a built-in monthly employee card limit and track usage in the Card limit column.

P-Cards are designed to support operational spend such as recurring vendor spend. It comes with features like a built-in card limit, auto-transfer for recurring spend continuity, accounting pre-coding, and spend requests can be approved as a new P-Card. P-cards cannot be disabled once they are enabled.

Both features are off by default. To enable employee card limits, navigate to Settings > Expenses > Cards. To enable P-cards, navigate to Settings > Plan.

Brex's integration with Coupa Pay allows you to provision Brex virtual cards for approved POs and invoices without leaving Coupa. This results in greater efficiency, control, and visibility over your business spend.

Through the integration, Coupa will generate a virtual card using Brex APIs and will securely send the virtual card number to the vendor for processing. You will see the previous day's transactions within Coupa for statement reconciliation. The card details and transaction history will also be visible in your Brex dashboard.

Admins can now export card data directly from the Cards table as a CSV or Excel file. The export will reflect exactly what you've configured in the table, without extra cleanup or hidden columns.

This gives you a simple way to pull all card details into your own tools, whether you're auditing card programs, reconciling users and limits, or sharing card inventories with other stakeholders.

To export, click the Download button in the Cards table header.

Brex now lets you assign an owner to any vendor to be the designated point of contact responsible for that relationship. Account admins, card admins, AP clerks, and bookkeepers can assign any employee to the role.

Once assigned, a vendor owner gets direct visibility into their vendors and all associated bills in Brex, without needing broad AP access. Vendor owners can also serve as default bill approvers in your approval rules.

To assign a vendor owner, go to the Vendors page in your Brex dashboard, select the vendor, and click Edit Vendor.

When Brex encounters a card transaction with no matching vendor in your ERP, it can now create that vendor automatically during export and map it for future use. This means fewer export failures, less time spent manually adding vendors, and a cleaner mapping between real-world merchants and ERP vendor records as your spend evolves.

Supported ERPs: NetSuite, Sage, QuickBooks Online, and Xero.

This feature is off by default. Account admins can turn it on in Dashboard > Accounting > Accounting software settings > Sync settings using the Vendor auto-creation toggle.

Brex now integrates with Fintua and VAT IT, two specialized VAT reclamation platforms. The integrations securely share your Brex card transactions, receipts, and tax details with these partners, who then identify and reclaim eligible foreign VAT using their local expertise and audit-ready workflows.

To get started with Fintua, go to Dashboard > Integrations, then find Fintua under Tax Management. To use VAT IT, create an API token in Settings > Developer > API tokens and securely share it with your VAT IT account manager.

Session duration settings in the Brex dashboard have been updated to reduce workflow interruptions. Previously, you were automatically logged out after 15 minutes of inactivity. The idle timeout has been removed so you can stay signed in longer without having to log back in throughout the day. Now you'll remain signed in to the Brex dashboard for 30 days unless you log out manually or your session expires due to security reasons.

This update does not change how sensitive information is protected. All existing security controls (SSO, MFA, and session management) stay in place.

If your company requires a 15-minute inactivity timeout for security or compliance reasons, please contact your Brex rep to reinstate the timeout.

Brex now integrates natively with Microsoft Dynamics 365 Business Central, replacing manual CSV exports with a governed, repeatable sync between your spend data and your ERP.

With this integration, you can import GL accounts, dimensions, custom dimensions and more from Business Central into your fields library. Brex supports exporting journal entries and purchase invoices back into Business Central, with real-time field sync to stay aligned as your ERP changes.

For finance teams, this means less manual mapping, fewer export errors, and a faster close across cards, reimbursements, and bill pay.

To get started, prepare your Microsoft Entra ID authentication credentials and Business Central journal setup, and then connect Business Central from the Accounting section of your Brex dashboard.

The Brex Accounting Journal now has a Card statement filter. Instead of manually lining up posted dates and figuring out which transactions belong to which statement, you can now filter directly by card statement period.

To use it, go to your Accounting dashboard, select Add filter, choose Card statement, and then pick a statement period for a billing entity from the last six months of statement periods. You can combine it with other filters, such as entity filters or saved views, to further narrow results.

The filter works across Prepare, Review, and Exported views, as well as any saved views, making it easy to compare totals, spot discrepancies, and resolve them before exporting to your ERP.

Brex has launched Fall Release 2025 with 25+ improvements across AI, card, banking, accounting, payables, and rewards.

AI

• Agents on Brex (Early Access): AI agents automate expense compliance by answering policy questions, enforcing rules, flagging exceptions, and generating insights. An AI Assistant streamlines financial tasks, confirms transactions, ensures policy adherence, simplifies receipt management, and answers reimbursement/policy questions.

Card

• Brex cards with Zip Accounting: Virtual Brex cards now integrate with Zip's intake workflows, enabling post-transaction activities like receipt uploads, transaction coding, and reconciliation directly within Zip.
• Oracle Fusion Integration: Brex virtual cards and payment services embedded in Oracle Cloud ERP AP workflows, supporting 30+ currencies with automated reconciliation and granular spend controls.
• Add vendors and create p-cards faster: Admins can upload card statements and create dedicated purchasing cards for vendors, streamlining recurring payments.
• Preset PIN encoded on Cards: All Brex Mastercard cards now include preset PINs encoded on the chip; Visa PINs can be changed in the dashboard or app.

Banking

• Invoicing: Faster & smarter creation: Invoices feature pre-filled customer details, remembered items/taxes, real-time validation, reusable templates, discount percentages, and decimal amounts.
• Invoicing: Easy navigation & management: Refreshed Invoicing interface with list views, quick filters, and bulk actions for easier invoice management.
• Stablecoins: Support for 24/7 global stablecoin payments with automatic USD conversion and the ability to pay card balances in stablecoins.

Accounting

• Microsoft Dynamics 365 Finance & Operations (Early Access): Connect Brex to import accounting fields (GL, projects, customers, entities, custom dimensions) and export journal entries for faster month-end close.
• Puzzle one-click: Provision and connect accounting in seconds with default automations and immediate compliant transaction exports.

Payables

• QuickBooks Online Payment sync (Early Access): Control whether bill payments export to QuickBooks Online to align with reconciliation processes.
• Vendor 2-way sync (Early Access): Bidirectional, near real-time vendor record sync between Brex and QuickBooks Online, maintaining data integrity.

Rewards

• Free DashPass with Brex Card: U.S. cardholders receive complimentary DashPass membership with $0 delivery fees, reduced service fees, and 5% DoorDash credits on eligible orders.
• Company-branded swag: Redeem Brex points for custom merchandise and gifts via Better Swag (apparel, drinkware, accessories).
• Private dining and sporting events: Use Brex points to book private dining experiences and sporting events via BoomPop.
• Day Zero Stack: Founders receive discounted access to leading AI and startup tools from Brex's partner network.

New features and updates across Account management, Accounting, Bill Pay, Business Account, Card, and Payments products.

New launch covering Account management, Accounting, Bill Pay, Business Account, Card, and Global features with policy updates.

Brex Fall Release 2024 introduces 50+ new features including a new Impact Dashboard with detailed metrics on spend controls, time savings, and earnings.

Key Features:

• Impact Dashboard: New Metrics tab providing insights on Brex usage and feature adoption opportunities
• Global Bill Pay: Locally funded bill pay, local currency wire support, scheduled payment date updates, and auto-approve recurring bills
• Spend Migration: Easier credit card spend migration via vendor upload (card statement or manual selection)
• Smart Search: Global search experience with keyword highlighting across the Brex Dashboard
• Cards & Limits Enhancements: Advanced filtering by card form, department, and assigned limit; new Limit Groups for bulk spend limit management
• Optional Spend Limits: Bypass spend limit selection for bills/reimbursements with customizable default policies
• Smart Tables: Expanded smart tables with header pinning, custom filters, saved views, and compact views across Bills, Teams, Accounting, and Cards & Limits pages
• Vendor Management: ERP vendor import, upgraded vendor portal with W9/company info requests, merchant deduplication
• Brex Embedded Expansion: New partner integrations (GEP, SAP Taulia, HRS) for seamless virtual card creation in AP/ERP/travel platforms
• Assistant Commenting: Brex Assistant requests additional context directly from employees for out-of-policy expenses
• Local Autopay: Link foreign bank accounts for auto-debiting and statement payments
• Accounting Accruals: Prepare and export transactions as accruals with auto-reversal capabilities
• Accounting Enhancements: Export validation improvements, integration settings page, entity mapping, automation preview, and dependent lists
• ERP Field Syncing: Automatic daily refresh of ERP data with manual refresh options
• Sage Integration Improvements: Enhanced connection with automated reimbursements and repayments
• Brex ProAccess: Bill Pay bill prep capability for bookkeeping firms with customizable employee access
• Custom Rules in Essentials: Auto-coding of similar transactions now available on Essentials platform
• Bill Pay Enhancements: Send virtual card via email to vendors (early access in September, general access October)
• Early Access Features: Various features rolling out with early access in September/October

New features:

• Bill pay permissions: All admins can now assign Draft bills and Approve payment permissions to every role, regardless of whether their account uses an external funding source (coming soon).
• Line itemization: Users can itemize bills by assigning different line items to various General Ledger codes and exporting itemized bills to their ERP for easy line-level accounting categorization.
• Bill pay for multi-entity: Customers with multiple entities can now specify which entity needs to pay a bill, improving accounting capabilities.
• Pay bills by card (early access): Pay bills using a virtual card to earn rewards on vendor spend, in addition to existing check, ACH, and wire payment methods.
• Purchase order matching (early access): Import approved purchase orders from QuickBooks Online or Netsuite to match upcoming bills, identify discrepancies, and push updates to your ERP.

New accounting dashboard (early access): Enhanced with new search filters, ability to save custom views, new custom columns, and one-click shortcuts for managing rules and mappings.

AI-powered accounting rules: AI-generated suggestions for GL coding and merchant mapping during book closing. Accept, revise, or reject suggestions provided in context.

Accruals (early access): Book accruals for incomplete expenses with one click to close books anytime, with auto-reversal in the following month.

Custom accounting fields and visibility options: Customize visibility of accounting fields and their options based on expense type (bills, card, reimbursements). Admins can conditionally filter field options for employees.

Customize memos on export: Automatically add specific transaction details to the memo field upon ERP export for NetSuite, Oracle Fusion, and Workday Financials customers.

ERP export history: New Export tab in the accounting dashboard with complete historical log of all transactions exported to ERP for simplified reconciliation.

NetSuite custom fields (early access): Support for NetSuite's Employee and Custom Record types, combined with custom fields support for more flexible data capture and export.

Accounting file transfer via SFTP (early access): New secure way to transmit sensitive accounting files. Export Accounting Journal CSV to Brex-hosted SFTP server and retrieve files anytime.

Oracle Fusion & Workday Financials direct ERP integration: Seamlessly post transactions directly to General Ledger for credit card transactions, reimbursements, repayments, rewards, and more. Available as a service add-on, reducing manual entry errors.

New AI functionality for expense automation including:

• High-risk expense flagging: AI flags specific items like "vodka" even when general categories like "alcohol" aren't on the receipt
• AI-powered commenting: Brex AI assistant explains why an expense is out of policy
• Smart filtering on search: Natural language search to filter expenses by criteria (e.g., "marketing expenses > $200 without receipts last month")

These LLM-powered features make expense reviews faster and smarter.

Brex launched powerful new features including a smarter bill pay integrated with spend limits, and AI-powered expense flagging using LLMs to detect out-of-policy spend.

Key Features:

• Smarter bill pay: Pay bills faster with vendor self-service, PO matching, and payments from external bank accounts
• Spend limits for all spend types: Provision and control every dollar spent across cards, bill payments, and reimbursements
• Powerful AI for expense reviews: Streamline expense reviews with LLMs for expense flagging, auto-commenting, and natural language search

You can now use spend limits to track any type of company spend — including travel, procurement, and stipends. Spend limits can be spent via physical card, virtual card, reimbursement, or bill payment — with built-in controls that give employees confidence in every transaction.

For easier tracking, you can assign each spend limit to an associated budget, providing real-time visibility into how much money is actually being spent vs. your allocated budget.

Brex launched a new and improved bill pay experience designed with AI to free up your AP team for higher-impact work.

Key features:

• Onboard vendors via a secure link and avoid manual entry
• Submit invoices via email or drag-and-drop for Brex to scan
• Import invoices and auto-match them to the right purchase order
• Route bill payments for multi-level approvals automatically
• Pay from any bank account by ACH, check, or wire
• Sync bill, payment, and vendor data with your ERP