Custom accounting →
By creating custom fields and values within Brex, including GL account, department, class, vendor, and project, you can easily map transactions for import into your accounting system.
Accounting
Manage custom fields, accounting fields, and user fields →
We use accounting fields to capture additional expense details on your transactions prior to exporting to your ERP. You can control which fields your employees will see after submitting an expense. There are three types of accounting fields within Brex - custom fields, user fields, and accounting fields.
Accounting automation →
Utilize custom rules to further streamline categorization, decreasing manual efforts when closing the books. Custom rules can auto-code transactions with two or more similar expense fields, providing advanced automation capabilities.
Syncing your bills →
If you use NetSuite, Quickbooks Online, Sage Intacct, or Xero as your integrated ERP, you can set up your bills to sync to your accounting platform.
How the Accounting page works →
As an account admin or a bookkeeper, you can automate your accounting workflows on Brex to export expenses directly to your ERP or download them as a CSV file.
General Ledger accounts →
General Ledger accounts (GL accounts) are used in accounting to categorize and record financial transactions. They provide a structure for organizing your company's financial data and help in generating financial statements, such as balance sheets and income statements.
Exporting to your integration →
When you have an ERP software integrated with your Brex account, you can export all of your team’s transactions from one platform to the other. This lets you account for all of your spend and makes it even easier to maintain your company’s books.
Merchant categories →
Brex uses a common set of standard categories that can easily be mapped to your GL accounting fields.
Accruals for expenses →
You can prepare and export transactions as accruals instead of actuals, so they’ll be auto-reversed on a future date of your choice. Accounting teams typically book transactions that aren’t fully approved or not fully categorized as accruals, by the time they need to close their books.
Accounting file transfer via SFTP →
Brex provides a Secure File Transfer Protocol (SFTP) server that you can use to export your codified transaction data via SFTP and safely retrieve it at any time.