Sync your Brex business account with other platforms
Overview
To best manage your company funds, you can link your Brex business account with various ecommerce and payroll softwares. You can do so by using your Brex business account details to connect from the dashboard of your desired platform. Other software cannot be linked directly from the Brex dashboard.
Ecommerce
Linking an ecommerce platform allows you to make fast externally-originated payments to and from your Brex business account. Here are some examples of ecommerce platforms that you can connect to your Brex business account:
- Amazon
- BigCommerce
- Braintree
- Deel
- PayPal
- Shopify
- Square
- Stripe
- Venmo
- Wix
- Xoom
If your platform isn’t listed here, please contact their customer service to ask whether it’s compatible with Brex. Note: The balance of your linked ecommerce platform will not be used for underwriting purposes and will not affect your credit limit. Below, you can find instructions for linking specific platforms.
Deel
Step 1: On the Deel homepage, select the contract from the Contracts menu or click Pay from the homepage icon. Step 2: Select the person (or people) you want to pay and click Continue. Step 3: To add Brex as a payment method, click Use Another Method. Step 4: Select Brex from the bottom of the available options. Payment is available in USD. Click Continue. Step 5: When prompted, sign in to Brex. Step 6: Select the Brex account you'd like to use and click Select Account. Step 7: Verify the payment amount and click Confirm Payment. You'll see a popup screen that your payment was successful. Note: To see the statement before the transfer, click Download PDF and select the type of statement you want (Summary or Detailed) and click Download. Use the X to go back and confirm payment. You can confirm the payment was made by going to Invoices & Receipts and selecting Receipts. The status should say Paid under the amount.
PayPal
Step 1: Navigate to Wallet in the menu of your PayPal dashboard and click Link a bank. Step 2: Search for Brex in the bank list. (Note: Brex is not a bank, but for these purposes, it is listed as the financial institution you are using.) Step 3: Enter your Brex account credentials (email and password). Step 4: Enter the 2FA code sent to your phone number when prompted to confirm your identity. Step 5: Choose your Brex account when prompted, which shows the last four digits of your Brex business account number. Step 6: PayPal will let you know that the account has been linked. The Bank Name will be listed as COLUMN NATIONAL ASSOCIATION BREX.
Stripe
Step 1: In your Stripe dashboard, click Settings > Bank accounts and scheduling. Step 2: Click + Add bank account. Step 3: Enter your Brex business account details and click Add Bank Account. You can update your account information in your Stripe dashboard by following these steps: Step 1: In your Stripe dashboard, click Settings > Bank accounts and scheduling. Step 2: Click Edit next to your Brex business account and make edits to the information. Step 3: Click Update bank account.
Payroll
To connect your payroll provider for ACH debits and reverse wires, you’ll need to connect directly in your Brex dashboard by following the steps below: Step 1: Click Accounts > Business accounts. Select the account you’d like to set up payroll for, and click Account Settings > Settings > Manage under Payroll connection. Step 2: Select your payroll provider from the dropdown menu. If you don’t see it on the list, you can type it in manually. Step 3: Select whether you’d like to connect via ACH debit or reverse wires and follow the instructions in the applicable section below.
Reverse wires
Step 1: To use your payroll connection for reverse wires, get started by following the instructions in your Brex dashboard. Step 2: After verifying your information, enter your provider’s information and authorize the payment in your dashboard. Step 3: Finalize the process by logging into your provider’s portal and connecting your payroll provider through your provider’s instructions.
ACH debit Without checking, treasury, vault
Step 1: Connect directly with your payroll provider using your account and routing number. You can find these in Accounts > Business accounts > [Brex business account name] > Account information. Here are ACH debit instructions for several common payroll providers:
If you don’t see your payroll provider in the list above, you can find instructions in your provider’s help center. You can either enable ACH debits from all counterparties or add your payroll provider to your list of trusted counterparties. Step 2: Check to make sure that you can successfully transfer funds to or from your payroll provider.
ACH debit With checking, treasury, vault
Step 7: Connect directly with your payroll provider using your account and routing number. You can find these in Accounts > Business accounts > Checking account. Here are ACH debit instructions for several common payroll providers:
If you don’t see your payroll provider in the list above, you can find instructions in your provider’s help center. You can either enable ACH debits from all counterparties or add your payroll provider to your list of trusted counterparties. Step 8: Check to make sure that you can successfully transfer funds to or from your payroll provider.