Customize anything. Control everything.
Introducing custom fields that bring your own data into Brex, custom roles with granular user permissions, and a new AI policy engine that can make any rule a reality. Plus a new admin home page, invoicing, and much more.
CUSTOM FIELDS
Unify all your data in Brex — now including HRIS fields.
Now the data from your business systems syncs natively with Brex. Use any field from your ERP or HRIS to automatically provision cards, change your policy, or automate accounting.
Keep user info up to date automatically.
Integrate your custom and default fields like employee name, job code, and division from Workday, Paycor, ADP, Gusto, and other HRIS systems into Brex.
Use your fields to automate your work in Brex.
Use your HRIS fields anywhere in Brex to compose rules for assigning cards and limits, managing policies, automating accounting, reporting, and more.
Keep user info up to date automatically.
Integrate your custom and default fields like employee name, job code, and division from Workday, Paycor, ADP, Gusto, and other HRIS systems into Brex.
Use your fields to automate your work in Brex.
Use your HRIS fields anywhere in Brex to compose rules for assigning cards and limits, managing policies, automating accounting, reporting, and more.
Set rules to ensure accurate expense coding.
Set visibility and dependency rules for fields and values based on role, location, and other conditions to help employees code expenses correctly.
Easily manage all your fields in a central place.
Manage your custom and default Brex, HRIS, and ERP field data all in one place for better visibility and mapping that saves you time and errors.
Set rules to ensure accurate expense coding.
Set visibility and dependency rules for fields and values based on role, location, and other conditions to help employees code expenses correctly.
Easily manage all your fields in a central place.
Manage your custom and default Brex, HRIS, and ERP field data all in one place for better visibility and mapping that saves you time and errors.
CUSTOM ROLES
Customize user roles to match how you operate.
Give your team exactly the permissions they need — and none they don’t.
Create new user roles with granular permissions.
Early Access
Create, define, and provision custom roles with fine-grained permissions to read, create, and update any object on Brex.
Audit all roles and permissions in one place.
Early Access
Track all available roles at your company, audit who has access to the role, and adjust the permissions accordingly.
Create new user roles with granular permissions.
Early Access
Create, define, and provision custom roles with fine-grained permissions to read, create, and update any object on Brex.
Audit all roles and permissions in one place.
Early Access
Track all available roles at your company, audit who has access to the role, and adjust the permissions accordingly.
POLICY ENGINE
A new policy engine that’s simpler than a PDF, and smarter too.
Set rules for how employees can spend, what they need to document, and who needs to approve it — and Brex will intelligently apply your rules to every type of transaction.
One expense policy to rule them all.
Early Access
Write your policy once — as easily as writing a policy document — and specify how it should dynamically adapt to different scenarios, such as departments, levels, entities, countries, etc. No more duplicating policies.
Unique approvals by spend type.
Early Access
Set a different approval rule for each kind of expense — bill payments, reimbursements, and cards — using if-this-then-that rules based on vendor and amount.
One expense policy to rule them all.
Early Access
Write your policy once — as easily as writing a policy document — and specify how it should dynamically adapt to different scenarios, such as departments, levels, entities, countries, etc. No more duplicating policies.
Unique approvals by spend type.
Early Access
Set a different approval rule for each kind of expense — bill payments, reimbursements, and cards — using if-this-then-that rules based on vendor and amount.
ADMIN HOME PAGE
Understand at a glance, act in a click.
Monitor your key financial metrics, such as balances, changes in cash flow, spend insights, and rewards, in one place — and take any action you need in Brex with one click.
Navigate Brex faster.
Operate faster with shortcuts to key workflows and snapshots of critical info with links to take action.
See cash and credit health.
View key metrics and insights on your cash balance, cash flow, yield, and credit utilization in one place.
Get personalized guidance.
Discover new features and best practices to supercharge your performance and get the most out of Brex.
Navigate Brex faster.
Operate faster with shortcuts to key workflows and snapshots of critical info with links to take action.
See cash and credit health.
View key metrics and insights on your cash balance, cash flow, yield, and credit utilization in one place.
Get personalized guidance.
Discover new features and best practices to supercharge your performance and get the most out of Brex.
INVOICING
Simple invoicing, built into your banking.
Send company-branded invoices and track payments — all from within your Brex business account.
Send customized invoices with line items.
Create and send invoices from your Brex business account. Use payment links to get paid faster — and even faster if your customers pay you from their own Brex business account.
Track when you get paid.
Track and manage the invoices you’ve drafted or sent, view the payments you've received, and reconcile payments automatically — all from your Brex business account.
Send customized invoices with line items.
Create and send invoices from your Brex business account. Use payment links to get paid faster — and even faster if your customers pay you from their own Brex business account.
Track when you get paid.
Track and manage the invoices you’ve drafted or sent, view the payments you've received, and reconcile payments automatically — all from your Brex business account.
VENDOR MANAGEMENT
Tax season without the headaches.
Automate TIN/W-9 collection and when it’s time, easily get everything you need to file taxes.
Automate tax ID collection with AI.
Collect tax info from your vendors, and Brex will automatically scan it and pull the correct details to create a tax record for that vendor in Brex.
Easily export all your 1099 obligations.
Download all required 1099 information that you need to file this year in a simple export flow, in your preferred format.
Automate tax ID collection with AI.
Collect tax info from your vendors, and Brex will automatically scan it and pull the correct details to create a tax record for that vendor in Brex.
Easily export all your 1099 obligations.
Download all required 1099 information that you need to file this year in a simple export flow, in your preferred format.
THAT’S NOT ALL
