Brex consultants
We can help you automate your business with Brex and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Brex.
About Brex
Brex is a financial platform built for growing businesses that combines corporate cards, expense management, bill payments, and treasury services in a unified system. It replaces the patchwork of traditional business banking, expense reporting tools, and corporate card programmes with a single platform designed for speed, automation, and real-time financial visibility.
The problem Brex tackles is familiar to any scaling business: financial operations become messy fast. Employees submit expense reports weeks late, receipts go missing, reconciliation eats up accounting hours, and managers lack real-time visibility into company spend. Brex addresses this by automating expense categorisation, enforcing spend policies in real time, and syncing transactions directly to your accounting software.
Brex becomes especially valuable when integrated into your broader financial and operational workflows. Connecting Brex to your ERP, accounting platform, and approval workflows through system integrations means transactions, receipts, and categorisations flow automatically — no manual reconciliation, no month-end scrambles. Layering in automated data processing can extend this further, with AI-powered categorisation of expenses, anomaly detection on spending patterns, and automated compliance reporting.
If your finance team is spending too much time on manual expense management and reconciliation, Brex combined with the right integrations can cut that workload significantly. Talk to our team about connecting Brex to your financial systems for end-to-end spend automation.
Brex FAQs
Frequently Asked Questions
Common questions about how Brex consultants can help with integration and implementation
Is Brex available for Australian businesses?
How does Brex differ from traditional corporate credit cards?
Can Brex integrate with accounting software like Xero or QuickBooks?
How does Brex handle spend controls and approval workflows?
What AI features does Brex offer for expense management?
Can Brex data feed into broader business intelligence and reporting?
How it works
We work hand-in-hand with you to implement Brex
As Brex consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Brex with integrate and automate 800+ tools.
Step 1
Evaluate Your Current Expense Management Workflow
Map out how your business currently handles corporate spending — card issuance, expense reporting, receipt collection, approval workflows, and reconciliation. Identify the bottlenecks and pain points that Brex needs to address, whether it is late expense reports, missing receipts, or slow reconciliation.
Step 2
Set Up Your Brex Account and Spend Policies
Create your Brex account and define company-wide spend policies. Set per-card limits, category restrictions, and approval thresholds that match your financial controls. Getting policies right at setup prevents issues later when cards are in active use across the team.
Step 3
Issue Cards and Configure Employee Access
Issue virtual and physical cards to team members based on their roles and spending needs. Configure individual card limits and assign managers for approval workflows. Virtual cards can be created instantly for specific vendors or projects, providing granular control over spend.
Step 4
Connect Brex to Your Accounting Software
Integrate Brex with your accounting platform — QuickBooks, Xero, or NetSuite. Map expense categories, tax codes, and cost centres so transactions sync accurately. Test the integration with a few transactions before rolling out to the full team.
Step 5
Enable Automated Receipt Matching and Categorisation
Turn on Brex’s AI-powered receipt matching and auto-categorisation features. Train your team to photograph or forward receipts promptly — Brex’s mobile app makes this straightforward. Review auto-categorisations during the first few weeks to calibrate accuracy.
Step 6
Monitor Spending and Refine Controls
Use Brex’s real-time dashboards to monitor company-wide spending against budgets. Review spend reports weekly during the initial rollout, then shift to the cadence that fits your business. Adjust policies and limits based on actual usage patterns and any issues that surface.
Transform your business with Brex
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Brex consultation.