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 implemeting Brex.


About Brex
Brex is a financial technology company that provides comprehensive financial solutions tailored for businesses, startups, and enterprises. Founded in 2017, Brex offers a suite of products including corporate credit cards, cash management accounts, and expense management tools.
Key features of Brex include:
- Corporate credit cards with high limits and no personal guarantee required
- Integrated expense management software
- Cash management accounts with competitive yields
- Seamless integrations with popular accounting and productivity tools
- Rewards program tailored for business spending
Brex aims to simplify financial operations for companies, providing a modern, all-in-one platform that combines banking, credit, and expense management. Their services are designed to help businesses scale efficiently by streamlining financial processes and offering insights to optimize spending and cash flow.
Frequently Asked Questions
Common questions about how Brex consultants can help with integration and implementation
How can Brex be integrated into our existing systems and workflows?
Our integration specialists can seamlessly connect Brex with your core business systems through enterprise-grade APIs and custom middleware solutions. We'll work closely with your team to map existing processes, identify integration touchpoints, and implement secure data flows that align with your operational requirements whilst maximising the value of Brex's financial capabilities.
Is it possible to use AI agents to automate how we interact with Brex?
Advanced AI integration solutions can enhance how your organisation leverages Brex's capabilities. Our consultants can implement intelligent automation for expense categorisation, approval workflows, and reconciliation processes. This strategic approach ensures your Brex implementation delivers optimal efficiency whilst maintaining robust financial controls.
What are common use cases for integrating Brex in larger digital ecosystems?
Leading organisations typically integrate Brex into their procurement-to-pay cycles, automated expense management workflows, and real-time financial reporting systems. Our integration specialists can help you implement these use cases whilst ensuring seamless data flow between Brex and your enterprise systems like ERP, accounting, and business intelligence platforms.
Can Brex be part of an end-to-end automated workflow across multiple departments?
Absolutely. Our enterprise architects specialise in creating comprehensive workflows that connect Brex across finance, procurement, and operations teams. We'll design and implement automated processes that streamline approvals, enhance visibility, and ensure regulatory compliance whilst maintaining your specific business rules and controls.
What role can AI play when integrating Brex into our operations?
AI can significantly enhance your Brex integration through intelligent process automation, predictive analytics for cash flow management, and smart approval routing. Our consultants can implement AI-driven solutions that optimise your financial operations, reduce manual intervention, and provide actionable insights for better decision-making.
What are the key challenges to watch for when integrating Brex?
Common integration challenges include maintaining data consistency, ensuring proper security controls, and managing complex approval workflows. Our experienced consultants can help you navigate these challenges through proper architecture design, robust testing protocols, and implementation of industry best practices for financial system integration.
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 800+ other software tools.

Process Audit
Conduct a comprehensive review of your existing financial workflows, spending patterns, and expense management processes. Our consultants evaluate your current banking relationships, credit facilities, and accounting integrations to identify pain points and establish clear objectives for your Brex implementation.
Identify Automation Opportunities
Map potential automation pathways across your financial operations, focusing on expense reporting, payment approvals, and reconciliation processes. We'll analyse where Brex's integrated solutions can streamline workflows, reduce manual interventions, and create efficiencies in your financial management systems.
Design Workflows
Develop tailored workflows that leverage Brex's capabilities for maximum impact. Our team creates detailed process maps for credit card management, expense categorisation, and accounting integrations, ensuring alignment with your business rules and compliance requirements while optimising cash flow visibility.
Implementation
Execute the planned integration following our proven methodology. This includes configuring Brex's expense management settings, establishing approval hierarchies, and implementing automated reconciliation processes. Our specialists ensure seamless integration with your existing accounting systems while maintaining business continuity.
Quality Assurance Review
Perform rigorous testing of all implemented features and integrations. Our team validates expense workflows, credit card controls, and reporting functions, ensuring accurate data flow between Brex and your financial systems. We verify compliance with internal policies and regulatory requirements.
Support and Maintenance
Provide ongoing support to optimise your Brex implementation. Our team monitors system performance, delivers regular health checks, and implements updates as your business evolves. We ensure continuous improvement of your financial operations while maximising the value of your Brex investment.
Let's transform your business
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Brex consultation.
Get In TouchResults you can expect
Businesses like you that embrace automation see significant improvements in productivity, efficiency, and employee satisfaction.
30%
Productivity increase
20%
Cost savings
90%
Reduction in manual work
98%
Satisaction with automation
The team helped us automate our lead acquisition and sales process so we know what works and what doesn't.

Nicola Hunter
Senior Vice President, Marketing and Communications, Monarch Medical TechnologiesOsher Digital has really helped me automate the parts of my business that were critical to automate. My copy and paste days have been reduced by around 80%.

Lawrence Mitchell
Consulting Arborist at LSM Tree AdviceWe've worked a few AI agent and business automation projects, and it's always been a smooth, productive experience. They've always brought a solid mix of technical expertise and creative problem-solving to the table.

Yue Li
AI Automation EngineerLet's transform your business
Get in touch for a free consultation to see how we can automate your operations and increase your productivity.