Empowering accounting firms to improve efficiency and client satisfaction

At Brex, we know that accounting firms value the ability to serve their clients in the most efficient, accurate, and secure way possible. It's a priority we share. That's why we're launching a new partnership program designed to help accounting, bookkeeping, and outsourced and fractional CFO firms take full advantage of the Brex platform to optimize their own workflows, empower their clients, and expand their practice.

Brex has already transformed financial operations for tens of thousands of businesses, offering a comprehensive suite of products for banking, corporate cards, spend management, bill pay, and travel. Now, we're reaffirming our commitment to the backbone of financial operational excellence: accounting firms.

“The Brex platform, by design, automates much of the accounting work that would typically drag out the month-end close and leads to accountant burnout,” said Pedro Franceschi, Brex CEO and co-founder. “We made it a priority to recommit to our accounting partnership program and help make it a growth accelerator for firms. This upgraded experience will extend the power of our spend and accounting solutions at scale and enable partner firms to serve their clients more efficiently.”

Built for accounting firms

With the revamped Brex Accounting Partnership Program, we're unveiling a suite of new product experiences, services, and dedicated programs tailored to the needs of modern accounting professionals. Our goal is simple: to help you do more with less so you can better serve your clients.

Brex’s integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster, and elevate the overall client experience. Here's how we do it:

1. Comprehensive financial platform: Brex offers banking, corporate cards, expense management, bill pay, travel, and accounting automation solutions on one platform. You’ll have all the tools to help your clients optimize cash flow, ensure on-time vendor payments, and proactively control spend while auto-syncing data to their ERP of choice. Additionally, our global capabilities support companies of all sizes as they scale operations in new markets.
2. Brex ProAccess: Brex ProAccess is an intuitive interface for managing all your Brex clients in one place. The upgraded dashboard gives your accountants access to unlimited client accounts under one login so they can review expenses, prepare and export journal entries, and even draft bills. Easily assign clients across your team, manage staff roles and permissions, and provide unique, secure logins for each user.
3. Vast integration ecosystem: With thousands of ERP, HRIS, and other integrations, Brex automates manual work. Brex syncs with major accounting software like NetSuite, QuickBooks, Sage Intacct, and Puzzle, and top HRIS providers like Rippling, Deel, Gusto, and Workday.

Our existing partnerships with firms like US tax and bookkeeping platform Inkle showcase the benefits for firms, such as enhanced data accuracy and massive time efficiencies, but also the power and reach of Brex specifically.

“Many of our customers use Brex, so it felt like a natural fit for collaboration,” said Inkle co-founder Ranvir Singh. “With Brex ProAccess, we have the correct balance and transactions available on day 1 — it’s so much better.” Singh’s co-founder and Inkle CEO Anand Krishna added: “When we started Inkle, it was a no-brainer for us to tap Brex — it’s an incredibly useful product. We love being a Brex accounting partner.”

Benefits for your clients

Your clients deserve the best, and with Brex, that's exactly what they'll get. When you partner with Brex, your clients will enjoy:

• A financial platform that integrates modern banking, cards, travel, bill pay, and expense management solutions
• Business efficiency with auto-generated receipts, automated expense categorization, and real-time financial insights
• Cost savings through extended lines of credit and proactive spend management controls
• Enterprise-grade financial tools that can scale with companies of all sizes and stages

Inkle has accelerated its bookkeeping processes by 25% for hundreds of customers. A direct API connection with Brex also means Inkle can provide an additional value-added service to its customers — ensuring they close their books on time.

“Before partnering with Brex, we had to constantly reach out to customers for statements, which often delayed our bookkeeping processes," said Singh, the Inkle co-founder. "Now, we use Brex ProAccess for efficient account management and the Brex API to download statements directly and complete reconciliations 3x faster — making a significant difference in how we serve our customers. Using ProAccess has saved us 10-12 hours a week.”

The Brex advantage

So what makes Brex different? We built our platform from the ground up, which allows Brex to flexibly serve companies of every size and stage — from startups to enterprises and from idea to IPO. This unlocks several key features that give our accounting partners a leg up:

• Multi-entity capabilities: Better manage complex business structures, multiple subsidiaries, and international operations from one platform.
• Multi-currency support: Local currency cards, local reimbursements, and local bill pay solutions eliminate FX markups and lower transaction costs.
• Direct data access: Direct API access helps manage your customers’ Brex accounts at scale and pull in accurate Brex data more quickly.
• Premium integrations: Our award-winning NetSuite integration and upgraded Sage Intacct integration sync data bi-directionally in real time, auto-categorize expenses, and provide multi-entity ERP support.
• AI-powered accounting: Book accruals for incomplete expenses with one click to close the books every day and automate GL coding and merchant mapping by entity globally.

By partnering with the industry leader in accounting automation, you'll provide your clients with cutting-edge solutions that not only address their current financial needs but also future-proof their operations. Your role as a trusted advisor will open up new possibilities for long-term client loyalty and success.

It’s easy — and rewarding — to partner with Brex

It’s easy to become a Brex partner — just fill out a form and we’ll contact you to get started. Our referral process is designed to be smooth and mutually beneficial. And when you partner with Brex, you’ll:

• Unlock custom onboarding offers for your clients, gain access to co-branded collateral, and enjoy co-marketing opportunities with Brex.
• Streamline account management across all your Brex customers via Brex ProAccess.
• Expand your reach with a listing on Brex’s accounting directory and showcase your firm and its services to Brex’s diverse customer community.
• Open new revenue streams through referrals and increase client retention by enhancing the range and quality of services you offer.

Ready to grow your business with Brex?

At Brex, we envision a future where financial management is seamless, intelligent, and integrated. Accounting firms play a crucial role in that vision, creating an ecosystem where businesses, accountants, and financial tools work in harmony.

But ultimately, it’s your professional accounting expertise and services, augmented by Brex's innovative financial solutions.

If you're an accounting, bookkeeping, or OCFO firm ready to elevate your services and empower your clients, we want to hear from you. Visit the Brex accounting partnership webpage or reach out to Anshul directly at ashah@brex.com to become a Brex accounting partner.