Automate spend management with HRIS integrations on Brex
Once you connect your HR provider to Brex, we securely sync employee information so that setting up spend management on Brex for your whole team is quick and easy!
Automate spend management with HRIS integrations on Brex
Once you connect your HR provider to Brex, we securely sync employee information so that setting up spend management on Brex for your whole team is quick and easy!
Overview
Whether you’re an early-stage company with ten employees or a large enterprise with employees around the world, access control for your team is a critical part of adopting any new SaaS product. Brex keeps your team up to date so you can easily customize spend management, scale your team, and provision and deprovision users without any manual work. Plus, your data is handled in a safe and secure manner.
In this post, we will outline:
1. Insights from customers and why we prioritized building HRIS integrations
2. Which HRIS integrations we offer and how easy they are to set up
3. Why HRIS integration provides immense value to your spend management experience.
First, we start with you, the customer:
Customer insights
After speaking to multiple customers, we learned that admins on Brex spend a lot of time setting up spend management, importing user attribute data, and keeping their organizations up to date on Brex. Additionally, we found that customers who use HRIS reduce the time they take to implement their spend management solution significantly, and that time-saving continues to benefit Finance and Accounting teams — as well as employees — because HRIS allows you to keep your organization up to date.
After we worked with our customer DoorDash to set up HRIS for them, their admin said that once they set up their Workday integration in Brex, it made setting up expense approval chains a breeze.
"When employees get a new manager, the Brex and HRIS integration also makes it easy to see the new reporting chain, so the approval process for expenses and requests is uncomplicated by manager changes."
— Jerome Barley, Head of Global Travel & Expense at DoorDash
Brex’s HRIS integrations
Today Brex supports 40+ HRIS integrations. After looking at our customers who have connected HRIS, we found the most commonly used HRIS integrations across different company sizes were:
Brex’s HRIS integrations support what you care about the most:
Highly integrated with all of Brex: Configuring an integration unlocks the ability to bring even more customization to the spend management experience - seamlessly integrating with Brex budgets, accounting, travel, and more.
Ease-of-use: Setting up an HRIS connection in Brex is quick and intuitive, such that any admin in your organization can get you up and running within minutes.
Security: We understand that employee data is sensitive. Our integrations are reliable and secure, so you don’t have to worry about any data being compromised.
Data: We only sync user data attributes necessary for customizing your Brex experience, such as name, manager, legal entity, and department, enabling quick user provisioning and customization of spend management.
The value of HRIS: Integrating with other Brex products
While user provisioning may be top of mind when configuring HRIS within Brex, configuring an integration also unlocks the ability to bring even more customization to the entire Brex experience:
Budgets: After you sync your HRIS, create budgets to automatically provision spend to users based on different attributes like department, location, cost center, and legal entity.
Accounting: Connect both your HRIS and your ERP to automate the process of month-end close in Brex. After connecting both integrations, go to the Accounting tab in your Brex dashboard to create a 1:1 mapping of fields synced in Brex via your HRIS <> ERP. This enables data related to expenses that an employee incurs to be continuous between both systems. For example, mapping a Workday department to a NetSuite department can help ensure that expenses are properly categorized and accounted for in your ERP.
Reports: Get spend reports based on user attribute data to see how spend differs across your organization.
Travel: Customize travel groups and automatically configure trips for departments with HRIS user data.
Multi-Entity: Once you connect HRIS to Brex, we sync your organization’s legal entities, automatically configuring key global processes such as multi-entity billing.
Conclusion
Connecting your HRIS to Brex makes customizing spend management, managing your user base, and automatic user provisioning a breeze. Customers who are integrating with HRIS are reducing the time they’re spending on manual admin tasks by half! Our integrations are quick-to-setup, and the best way to make sure your organization is the most up to date in Brex.
Get started with our HRIS integration guide or reach out to your Empower Consultant to learn more!