Controller Connection

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Explore events, thought leadership, and product insights tailored to the Brex community of controllers from companies of all sizes and industries.

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A Controller community built by Brex.

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Unlock new efficiencies and strategic insights as we redefine accounting and finance together.

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Accelerate your team’s digital transformation with early access to our latest products.

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Access exclusive events made for today’s top controllers.

“As we scaled Brex’s platform over the past year, building this controller community has been crucial to our product positioning and strategy. Conversations with these thoughtful controllers - sometimes as often as daily! - moved the needle for Brex this year in terms of materially better understanding our customer’s pain points."

— Henrique Dubugras, Co-founder and Co-CEO at Brex

Controller resources

E-books

September 2023

AI in finance: The human role in AI-powered spend management

AI can amplify human effort in every spend management workflow for greater compliance, accuracy, and speed — here's how to take advantage.

September 2023

The controller’s guide to automating compliance

Unburden your accounting team with AI-powered compliance automation that lets you close quicker and more accurately. Find out how in this ebook.

June 2023

The step-by-step guide to getting more from company spend

Discover why efficient, automated spend management is your new competitive advantage.

May 2023

The finance leader’s guide to managing spend for a global business

The key to optimizing global spend is enabling local spend. This guide tells you all you need to know.

April 2023

The controller's guide to overcoming the accountant shortage

In this paper, we explore the potential pitfalls of the accountant shortage — and three of the possible solutions available to your business.

February 2023

Sticking to the financial plan

This paper offers guidance for strategically driving your financial plan forward with confidence, no matter what the market holds

May 2024

CB Insights report: Brex is No. 1 for expense management

Want a “highflying” expense management solution? This CB Insights report names a few. If you want the No. 1 solution, it names one: Brex.

March 2024

5 things CFOs should know about investing in financial applications

Don’t miss IDC’s advice on how fast-moving CFOs can ensure their next finance tech investment is a winning one.

March 2024

CFO Future Proofing: AI Budgeting

Learn how real CFOs are planning and budgeting for AI to future-proof their finance function — and their business.

March 2024

Get the CFO playbook for finance transformation

Here’s the playbook leading CFOs wished they had before beginning their finance transformation journey.

March 2024

IDC FutureScape: Worldwide Future of Enterprise Intelligence 2024 Predictions

Use IDC’s 10 best bets for boosting enterprise intelligence and accelerating the quality and speed of your business decisions.

March 2024

Optimizing Cash Flow with AI

This IDC report explains why AI and ML bring new predictability and automation to cash management processes — and how you can capitalize.

March 2024

The definitive guide to corporate cards

Discover the limitations of today's corporate cards and learn how smart cards can unlock the future of your business.

February 2024

Generative AI in Accounts Payable

IDC’s Market Perspective outlines the 4 game-changing benefits of generative AI in AP and why Brex helps companies like yours get started.

February 2024

Are you a Grow CFO or a No CFO?

Are you slowing growth or enabling it? Find out where you stand and get proven CFO tips for saying yes with confidence.

February 2024

The future of spend management

This Forrester study offers three spend management recommendations to thrive in the future of business. See what they are.

November 2023

Risk considerations and guidelines for artificial intelligence

Wondering which AI tools or policies to implement? Learn the various types, use cases, and legal risks to help you make an informed decision.

August 2023

How to solve the T&E challenges holding your business back

Business leaders are demanding more of their T&E solutions as the costs and complexity of corporate travel increase.

August 2023

The State of U.S. Early-Stage Venture & Startups: 2Q23

This report offers timely insight into how capital flowed into and out of startups in Q2 ‘23 - and how that compares to trends in prior quarters.

August 2023

The future of procurement is automated and integrated

How modern companies approach procurement as part of a unified spend management system.

June 2023

The global CFO’s playbook

Business operations get more complex as you expand internationally. Discover how today’s global CFOs are preparing to limit surprises, mitigate risks, and lead their businesses to financial success.

March 2023

The CFO playbook

CFOs share their insights on how to navigate changing markets and win in every economic climate.

February 2023

Brex Startup Review

Take a look back at some of the economic factors that drove 2022 — and see how nimble startups have adapted to build a successful 2023.

January 2023

The definitive guide to spend management

Spend management is broken. Traditional approaches haven’t kept up. In this ebook, we evaluate the landscape today — and how to fix it.

Blog posts

October 2023

How Brex customers are driving compliance while saving 4,250 hours a year

See how Brex's AI-powered cards and expense management software are saving customers time and money.

September 2023

5 ways AI can accelerate expense management

See how an AI expense assistant can make compliance effortless for employees and drive unprecedented efficiency across your org.

August 2023

AI is your accounting team’s tireless teammate

Discover how AI-enabled insights and workflows are empowering accountants to make more informed decisions faster.

August 2023

Using AI to close the books quickly and cleanly

Automate compliance and reconciliation to streamline your month, quarter, and year-end close.

August 2023

Live Budgets: Actionable, real-time spend data

With Brex’s proprietary Live Budgets, you can provision, track, and adjust spend in real time to increase accountability and ROI.

August 2023

Spend management: From chaos to control with AI

Explore the benefits of adding AI to your finance tech stack, from smart policy controls to a chatbot assistant that handles finance-related inquiries.

July 2023

AI in finance and the benefits for enterprises

Large orgs are lagging in finance AI adoption, but they stand to gain the most through automation and productivity improvements.

July 2023

How to hire the best controller

Looking to make your next strategic finance hire? Here are a few dozen questions to ask to help you separate a good controller from an amazing one.

June 2023

5 reasons finance leaders struggle to manage global spend

To successfully expand globally, finance leaders need to operate locally. Here’s why it’s so difficult to do so.

May 2023

AI, automation, and the future of accounting

Will AI replace my accountants? Probably not, says this CFO, but look for accounting roles to become more specialized as AI and automation go into hyperdrive.

May 2023

Lemonade streamlines multi-entity spend on one global platform with Brex

Tech-forward insurance carrier Lemonade automates spend reconciliation and saves on foreign exchange fees by switching to the Brex card for its global entities.

April 2023

Cost discipline, expense management & understanding spend allocation

Management teams will be increasingly evaluated for their efforts in maintaining cost discipline, writes this SaaS analyst. So how will you be remembered?

March 2023

Driving efficiency through ownership

Anonymous finance exec OnlyCFO explores the lack of financial ownership among high-growth companies — and identifies four solutions.

April 2024

How to streamline corporate expenses with lodge cards

Looking to improve your travel expense management? Discover the automation, visibility, and anti-fraud benefits of lodge cards.

April 2024

Improve cash flow with Brex

Want to improve your cash flow processes? Discover the Brex advantage and automate cash forecasting, fraud detection, and reporting today.

March 2024

How top CFOs balance financial spend controls and growth

Missing growth goals? Learn why your approach to financial spend controls might be the problem — and what to do about it.

March 2024

A survival guide for new CFOs who aren’t CPAs

Tech CFO CJ Gustafson shares best practices for managing finance teams without an accounting background.

March 2024

Forrester survey: Spend management impacts your ability to compete globally

Top finance leaders share their challenges with global spend management and why the time to solve them is now.

February 2024

Business travel reimagined: The modern way to do T&E

It took a joint technology partnership and an overhaul of the entire process to create Brex travel, but business travel is finally good again.

February 2024

Paying vendors has never been this easy

Pay your vendors by card, ACH, or wire from any bank account, and automate invoice entry, PO matching, and approvals. Only with Brex bill pay.

February 2024

Winter 2024 Product Release

Discover our new Brex bill pay integrated with the controls and scalability of the Brex platform, including new spend limits that help you provision spend with confidence.

January 2024

Why companies aren’t switching spend platforms

The companies that aren’t switching spend platforms don't know all the great benefits they're missing.

January 2024

The essential guide to ERP integration

Connecting your ERP software with your spend management system is essential for reducing human error and clunky processes.

January 2024

Platform vs point solution: Which is better?

Consider the needs of the buyer vs. day-to-day users when deciding between spend management platforms and pure-play tools.

December 2023

Your guide to replacing legacy expense tools

Renewing a legacy expense solution because it’s low-friction isn’t a sound business decision. Here’s when a new platform makes good sense.

December 2023

Year-end checklist for startups

If 2023 taught us anything, it’s to be ready for anything. So we’ve gathered the top practices among founders so every startup can position itself for success.

December 2023

The essential guide to expense management automation

Unlock the speed and compliance you need from your expense management system by automating these critical workflows.

November 2023

Finance AI trends: filtering the hype to find the value

Here’s your primer on the AI applications delivering spend management results today — and what’s not.

November 2023

How to keep per diem spending under control

Take control of your per diem spending today and ensure that you get the best ROI on your business travel.

November 2023

The best Concur alternative for travel expense management? Brex

Looking for an SAP Concur alternative? Brex automates travel expense management for employees so finance teams can close the books in real time.

October 2023

Enable a culture of ‘freedom and responsibility’ in procurement

Enhance the employee experience in procurement while maintaining a culture of freedom and responsibility.

October 2023

4 ways to control spend at scale using automation

Discover four ways that AI can help your business control spend at scale, from expense automations to conversational assistants and beyond.

October 2023

How to get better ROI on business travel

See how today's finance leaders are controlling T&E costs while improving the ROI of business travel.

October 2023

How to manage runaway SaaS spend

Tech CFO CJ Gustafson details how to save on SaaS spend in marketing, engineering, finance, and more.

September 2023

Report: Procurement leaders seek automation and integration

Get insights from 100 finance and procurement leaders on the future of automation, the results they’re already seeing, and their priorities moving forward.

September 2023

Procurement: what it is and why it matters

Expert accountant discusses simple, proven solutions to the top 4 procurement problems.

August 2023

How group events are changing business travel

With offsites and conferences on the rise again, discover how you can streamline your planning and booking with group events in Brex travel.

August 2023

Vendor verification and payment controls for fast-moving companies

A cautionary tale on why finance leaders should institute thorough spend controls, vendor background checks, and payment approvals.

August 2023

The enduring value of funding-driven fintech

Michael Tannenbaum, Brex's former CFO and COO, explains why the future is funding.

July 2023

How Avenue One closes the books faster with greater control over spend

Using Amex hindered automation and visibility for Avenue One. Now they manage spend in real time and close the books even faster with Brex.

July 2023

Alchemy automates work with a unified 'procure to pay 2.0' platform

Hear from Alchemy about how the need for scalability and real-time insight led them to unify their spend.

July 2023

Why finance leaders are embracing AI-powered spend management

Some firms are using AI to increase control and ward off problems in finance and accounting. Are you?

June 2023

How Superhuman gained real-time control over spend while saving 40+ hours per month

Superhuman couldn’t track its spend with Expensify or Bill.com. Now they’re proactively controlling spend and saving “multiple days per month” with Brex.

June 2023

The ultimate guide to spend management software

Take a tour of the spend management landscape and see why growing midmarket and enterprise orgs with a global presence thrive with Brex.

May 2023

A CFO’s checklist for going international

Getting people paid, managing expenses, taxes & accounting — there’s a lot to consider before expanding operations in a new country.

May 2023

5 disciplines to maintain for success in any economic environment

Good discipline holds up in every economic climate. Here’s what to prioritize today for long-term success.

May 2023

Most corporate travel solutions only solve half the problem

Many T&E providers that began as travel tools are still trying to catch up on the expense side.

April 2023

How CFOs are thinking about software purchases today

As they do more to control spend, CFOs should be asking these questions before approving a new SaaS tool.

April 2023

How CFOs think about travel spend

This tech CFO shares why business travel spend is such a headache and how to think about policies and budgets so you get more visibility and control.

March 2023

A CFO’s SVB post mortem

Here’s what one tech CFO is prioritizing after the collapse of SVB. Are you on the same page?

March 2023

How to book travel and manage spend for your next sales kickoff.

To introduce Brex travel, two of our leaders shed light on the process of booking and expensing our first in-person sales kickoff using our own tools.

January 2023

Balancing act: Can you save and spend concurrently?

Learn how financial leaders at three high-growth companies are practicing financial discipline and adapting to a changed economic environment.

January 2023

How SeatGeek uses Brex for global expense management

Hear from SeatGeek on how they’re building a scalable, sustainable financial stack for their growing global business.

January 2023

A world where value can be created from everywhere

Our co-founder and co-CEO Henrique Dubugras sat down with veteran reporter Rosanna Lockwood to discuss globalization and economic opportunity.

January 2023

Can spend management be a strategic advantage instead of a chore?

Spend management is broken. Traditional approaches haven’t kept up. We evaluate the landscape today — and how to fix it.

January 2023

Building a culture of financial discipline and empowering smarter spend

Anine Bing, Avenue One, and Fireblocks are building a culture of financial discipline and empowering smarter spend. So can you.

December 2022

How Menlo Security plans to drive growth in a down market

Menlo Security CFO David Eckstein shares tips and best practices for planning in an uncertain macro.

November 2022

Beating economic headwinds — is your growth strategy ready?

Three CFOs share which financial strategies they are using to set their companies up for growth in any market.

November 2022

How CFOs can promote a culture of financial discipline

Here's what leading CFOs on the frontlines shared with us about how they empower teams to spend smarter and sustain momentum in a downturn.

September 2022

New rules for winning in an economic downturn

CFOs can play a crucial role in sustaining growth during economic downturns. Here are six timely tips from leaders who are doing just that.

September 2022

Why high-growth companies are switching spend management platforms

We asked CFOs and finance executives what they look for in a modern spend solution — and here’s what they said.

February 2022

How Brex helps founders work smarter, from anywhere.

Brex understands what founders need and has innovated on traditional financial systems to help you manage your finances more easily, from anywhere — so you can focus on building, not banking.

Podcast

Stories and strategies shaping tomorrow — for controllers, by controllers.

Learn more →

Webinars

September 2023

How to manage spend on a global scale

Learn how Brex’s unified spend platform drives efficiency across all of Signifyd’s global entities.

August 2023

How leading companies gain control over their spend

Three finance leaders share their top tips for controlling spend efficiently and globally with a unified, automated approach.

March 2023

Using technology to make life easier for Controllers

Two accounting leaders explain how they lighten their load through people, processes and systems.

December 2022

Spend limits IRL: How Scale AI transformed their expense management

Brex Empower reverses the order of approvals, allowing finance to control spend before it happens while giving employees the spending power they need to be effective.

June 2024

Monthly product demo webinar — June

Join us every for an interactive walkthrough of our latest features that can help you maximize growth and optimize spend.

February 2024

Survey Results: How finance leaders are rethinking global spend

Learn why global, AI-led spend enables finance execs to sleep better at night and their companies to execute better every day.

November 2023

Controlling spend with hyper-efficient finance teams

Thomas Piani from Brex and Josh Waldron from Scale AI discuss the impact of AI on finance teams and how it can drive business impact.

September 2023

Brex AI x Finance

Get actionable advice and exclusive predictions on the future of AI in finance — from influential industry leaders.

September 2023

Brex Product Pulse: Q3'23

Get the scoop on the newest things you can do with Brex in our quarterly webinar.

August 2023

The State of U.S. Early-Stage Venture & Startups: 2Q23

This webinar offers timely insight into how capital flowed into and out of startups in Q2 ‘23 - and how that compares to trends in prior quarters.

July 2023

Debunking 5 common T&E myths

Join Brex Solution Experts Debbie Sassover and Ryan McGuigan as they debunk commonly held myths around expense management and share the benefits of modern-day T&E.

July 2023

Building budgets that scale

Join Yasmin Siddiqui, SVP of Finance at Made by Nacho, to hear how the hyper-growth (and celeb-studded) cat food brand is teaming up with Brex to build budgets that scale up at lightning speed.

June 2023

Brex Product Tour

Join us for a 30-minute group demo and Q&A with Brex Senior Director, Solutions Consulting Jennifer Linden.

June 2023

How Deel and Brex help global workforces with their financial operations

In this roundtable, Brex and Deel come together to discuss the challenges and opportunities around using an integrated financial tech stack.

May 2023

How top companies balance cost efficiency with growth

Three Brex customers share how Brex enables them to unify spend and better balance cost efficiency with growth.

April 2023

Why business travel will never be the same

Two distinguished leaders in T&E share their vision for fixing corporate travel.

March 2023

Navigating Cash Management Strategies in Uncertain Times

Learn how Brex business account is safer than traditional banks.

January 2023

Financial plan in action - Top 3 ways to meet your 2023 goals

Discover how to meet your goals by joining our webinar discussion about how Brex executes and measures its own financial plan.

December 2022

Planning for 2023: How finance leaders can drive growth and financial discipline

The CFOs of two high-growth companies discuss strategies for long-term growth.

June 2022

How finance teams are increasing the speed of business

Orangetheory Fitness and Medicinal Genomics share how they’re leveraging Brex Empower to accelerate growth

March 2022

How to use customer feedback to improve your product

Is the customer always right? This session covers how to collect, analyze, and implement customer feedback

February 2022

Building a product vs. building a company

Brex CEO Henrique Dubugras and Harry Stebbings, podcast host of ‘The Twenty Minute VC,’ talk about what it takes to build a successful product and team.

Events

December 5 | San Francisco, CA

Customer Appreciation Dinner

Join the Controller Connection.

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