You will be prompted to first select which Brex products you would like to apply for. To use reimbursements, Bill pay or Travel, you are required to have either a Corporate card or Business account.

Head to the Accounts page on the side navigation bar, and click Verify next to Verify your business section. To complete this verification process, you’ll need your business address, incorporation details, and owner information (including the valid ID of the owner and social security number if applicable).

Next, from the Accounts page, select Apply under Apply for Financial Products. There, you can choose to finish your application for a Brex card, Brex business account, or both. You’ll need information on your monthly revenue and tax status, and will connect an external bank account.

To ensure smooth sailing with Brex cards, it's important to set up auto-pay before getting started, as you cannot carry a balance and must pay your card statement in full each time.

Navigate to the Accounts page and click on Set up autopay under Credit. Then, select one of the linked bank accounts you set up in previous steps to use for card payments.

Note: Business account underwriting is required for daily payments and your card limit can be calculated up to 100% of account’s balance.

Click Fund account under business account on the Accounts page and choose between receiving a wire from another bank (fastest, best for investors or external bank transfers), transfer from a connected account, or deposit a check using the Brex mobile app.

Now, we’re ready to start inviting your team to Brex.

Go to Teams and Select Invite > Invite by Email from the lower right-hand corner. You’ll be prompted to add your users’ details. For each user, you will have to choose a Brex role; we recommend either Card Admin, if you want them to be able to approve expenses and manage your account, or Employee for those who are simply issued cards. [Learn more about roles in Brex.] Then, you will set up each user with a spend limit (similar to a traditional card limit but you can also embed specific controls). That’s it! Users will receive an invite to Brex shortly and be able to choose between a physical or virtual Brex card.

Now you’re ready to start spending with Brex. Need help? You can reach us 24/7 using live chat in your dashboard or by phone at +1-833-228-2044.

Wallet: View your personal Brex card and transactions, your virtual card details, and easily switch your spend limit.

Tasks: Manage spend limit requests, view spend insights to find unusual spend, and see expenses, reimbursements, and bills that require your approval.

Accounts: See all of your accounts at a glance, from Brex business account, to credit card limit usage, to reimbursements and linked external bank accounts.

Cards and Limits: Manage cards, issue spend limits, and manage expense policies across your organization.

Expenses: View all card transactions, reimbursements, and bills.

Bills: Upload an invoice from your vendor to extract the invoice details automatically through Brex AI, control spend with custom approval flow, pay via ACH, domestic/international wire, check, or Brex card, and sync bills to your team’s ERP.

Vendors: Add your company’s core vendors and keep track of their payment information either through a CSV upload, manual entry, or by sending them a secure self-onboarding link.

Reports: Use this tab to run real-time spend reports.

Team: Invite your team to Brex and manage individual users by department, location, and cost center.

Accounting: Set up transaction coding, manage accounting fields, and sync transactions from Brex to your team’s ERP.

Rewards: Redeem your reward points, access partner perks, and send referrals.

To update settings, click your name in the top right-hand corner to reveal a dropdown.

Company settings: Update your company settings, including your SSO settings, view your bank statements, and enable additional products like travel (Plan tab).

Personal settings: Update your personal information, change your authentication settings, and add a copilot to receive notifications and approve expenses for you.

Notification preferences: Edit your notification frequency and channels.

Plan: Add additional Brex products to your account, such as travel, and business account.

Integrations: Set up and manage integrations with your ERP, productivity software, and much more.