Brex

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 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 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.

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

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.

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 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

Brex has introduced customizable approval settings for Business Banking Accounts (BBAs), enabling customers to define tailored approval settings, workflows, and admin requirements. This feature helps safeguard funds by formalizing financial processes and providing enhanced security for scaled customers as they grow and secure funding rounds.

Trip fees will no longer be displayed during the booking process on Brex travel. Instead, admins will be able to view and pay their travel booking balance on a monthly or quarterly bill.

Increased security and control around the auto-invite setting on the HRIS integration. Admins can now configure product and role access based on user attributes like department, location, and title. For example, executives can be granted card admin privileges, while anyone on the finance team can get travel access. This speeds up onboarding and card provisioning, letting admins set granular controls for their team's Brex experience.

New capability allowing admins and copilots to approve their own budget requests, reimbursements, and expense reviews. To reduce compliance risks for accounts with more than three admins, admins and copilots will no longer be able to approve their own actions. Instead, other admins will be dynamically added to an approval chain.

In-product education feature to improve compliance awareness. Tool tips are now triggered in the Brex dashboard and mobile app with prompts explaining budget requirements. This targeted education helps improve compliance ratings by clarifying budget requirements at key moments — particularly when a user is added to a new budget or switches an expense between budgets.

New travel feature that enhances your Brex travel experience by enabling effortless organization and oversight of group events such as offsites, conferences, and meetings. Key features include: establish a shared event budget for all participants, send invites to unlimited attendees, monitor RSVPs, dispatch reminders, gather dietary and accessibility preferences, share a detailed agenda, supervise attendance, and confirm travel bookings. All functionalities are accessible via your Brex dashboard for real-time insights and seamless management of travel-related expenses and arrangements.

iOS users can now take action from push notifications without needing to sign in to the Brex dashboard. Supported actions include uploading receipts, adding memos, and assigning a travel budget to a card before a trip.

Introducing a new compliance education experience for newly onboarded users to establish good compliance habits early. Includes a compliance educational email that directly links to a documentation requirement guide within Brex. Initially applies to new users with card expenses that have documentation requirements. This tailored experience is designed to reduce non-compliant first expenses and drive high compliance early, with lasting effects as users continue to use Brex.

Admins can now separate access to different Brex products and features from the usual roles in the product. They can assign users to different functions and tasks without making them a specific kind of admin.

For example, a manager can use the Brex travel platform without needing to be a travel admin. This lets you delegate tasks more efficiently, with the option to set restricted permissions.

Automatic credit limit management feature that schedules early payments when your credit utilization reaches a desired threshold. Once triggered, the payment can be cancelled within a 24-hour window. Helps prevent card declines by automatically managing your Brex balance. Early payment triggers can be disabled at any time.