How to Use Brex

Getting started with Brex

In this guide, you'll learn how to set up your Brex account and start managing corporate expenses efficiently. You'll be able to issue cards, match receipts, and track budgets in just a few minutes.

Step 1: Sign up and set up

1. Go to brex.com.
2. Click on the "Get started" button in the top right corner.
3. Enter your email address and create a password, then click "Sign Up".
4. Follow the prompts to verify your email and fill in your business details.
5. If you choose the free Essentials plan, you'll get access to basic features without any charge.

Step 2: Your first expense

1. Once logged in, navigate to the "Cards" tab on the left menu.
2. Click on “Issue a Card” and enter the employee's details (name, email, etc.).
3. Set spending limits and merchant restrictions as needed, then click "Send Card".
4. To match a receipt, go to the "Receipts" tab.
5. Click on "Upload Receipt" or forward your receipt to the provided email address.
6. Brex will automatically match the receipt to the corresponding transaction.

Step 3: Get better results

1. To categorise expenses, go to the "Expenses" tab.
2. Click on the "Manage Categories" button to create custom categories that fit your business needs.
3. Enable "Auto-Categorisation" in the settings for AI-driven suggestions.
4. Regularly check the "Budgets" section to monitor spending against set limits and adjust as necessary.

Pro tip

Set up email forwarding for receipts by adding the Brex receipt email to your contacts. This way, you can quickly send receipts from your mobile device while on the go.

Common mistake to avoid

Avoid skipping the step of setting custom spending limits and merchant restrictions when issuing cards. Not doing this can lead to overspending or misuse by employees.