What's new?

• New accounting dashboard (early access): We’ve made the Brex accounting dashboard tables easier to use and more powerful with new search filters and the ability to save bespoke views and with new custom columns. New one-click shortcuts for managing rules and mappings will also save you time and hassle. Learn more.
• AI-powered accounting rules: Now, as you close the books, we provide AI-generated suggestions for GL coding and merchant mapping. Suggestions will be provided in context, and you can accept, revise, or reject. Learn more.
• Accruals (early access): Book accruals for incomplete expenses with one click to close your books anytime, and auto-reverse them in the following month. Learn more.
• Custom accounting fields and visibility options: Enhance expense management by customizing the visibility of accounting fields and their options based on the type of expense – bills, card, or reimbursements. Admins can streamline the process by conditionally filtering which field options are visible to employees. Learn more.
• Customize memos on export: We've simplified the process of reviewing Brex transactions in your ERP, in context, by automatically adding specific transaction details to the memo field upon export to your ERP. For NetSuite, Oracle Fusion, and Workday Financials customers only. Please reach out to your Brex Representative to enable.
• ERP export history: Simplify reconciliation with a complete historical log of all transactions exported to your ERP with a new Export tab within the accounting dashboard. Learn more.
• NetSuite custom fields (early access): We added support for Netsuite’s Employee and Custom Record types. Combined with our support for Netsuite’s custom fields, you now have more flexibility and control for enabling seamless data capture and export from Brex into Netsuite.
• Accounting file transfer via SFTP (early access): We introduced a new way to safely transmit your sensitive accounting files. You can now export your Accounting Journal CSV to a Brex hosted SFTP server and retrieve your files safely at any time. Learn more.
• Oracle Fusion & Workday Financials direct ERP integration: Customers using these ERPs can now seamlessly post transactions directly to their General Ledger for credit card transactions, reimbursements, repayments, rewards, and more. This enhancement streamlines accounting processes, reduces manual entry errors, and makes our accounting features accessible to a broader range of customers. It is available as a service add-on. Learn more for Oracle Fusion here, and for Workday Financials here.

For any Early Access features, please reach out to your Brex Representative to sign up.