Our partnership with Brex is built around helping finance leaders move from disconnected expense, banking, and bill pay tools into a single AI-native platform. As a licensed reseller, we help your team automate the work that consumes finance hours and reclaim the time for the analysis the business actually needs.
Get a Brex Demo QuoteTalk to a Brex Implementation Advisor
What Does Brex Solve?
The problem most growing companies face is that everything about the business has changed except the financial infrastructure. Cards still come from a traditional bank. Expense reports still get filed two weeks after the spend. Treasury still runs through a 1990s-era checking account. The company has modernized everywhere except the financial stack. Here is the pattern we keep seeing.
01
Your corporate cards live with one provider. Expense management with another. Banking with a traditional bank. Bill pay with a fourth vendor. Travel with a fifth. Each system has its own login, its own approval workflow, its own reporting layer, and its own integration to the GL. Finance spends thirty percent of its week reconciling between systems instead of doing the analysis the company actually needs.
02
Every routine spending decision in your company routes through finance. The marketing team needs a vendor approved. Sales need travel booked. Engineering needs a SaaS tool to purchase. All of it requires email approvals, expense reports filed weeks late, and finance team members manually pushing low-value transactions through the workflow. The bottleneck is not the spending; it is the centralization of every spending decision at a function that should be doing strategic work.
03
Your business cash sits in a traditional checking account, earning nothing. Treasury management requires a separate platform, a separate banking relationship, and separate reporting. Moving money between accounts takes business days. Meanwhile, your CFO is being asked to extend the runway by another six months, and the yield you could be earning on idle cash is going to your bank instead of to your business.
04
You're on QuickBooks and a corporate Amex card today. At Series C, you'll need to switch to a more sophisticated finance stack. Two years later, you'll switch again as you go global. Each migration loses historical context, breaks integrations, and forces your team through retraining. The cost of repeated platform changes is a hidden tax on growth that nobody is tracking.
We review your current cards, expense, treasury, and bill pay setup and tell you honestly whether Brex closes the gaps or whether a different configuration does it better for your stage.
Book a Free Finance Stack AssessmentWhat We Provide
01
Brex Corporate Cards combine spending power with built-in controls and global reach. The module covers card issuance (physical and virtual), category-level spend limits, vendor restrictions, real-time approval flows, and credit limits up to 30 times higher than traditional corporate cards based on cash position rather than personal credit. Cards work across 120+ countries with built-in currency support, so global teams operate on the same platform as domestic teams do.
02
Expense Management automates the entire workflow that legacy expense platforms still treat as manual work. The module covers receipt capture (mobile app, email forwarding, and automatic capture at transaction), AI-powered automatic categorization, real-time policy enforcement, and an in-app expense assistant that handles routine questions and submissions without manager intervention.
03
Brex Business Account replaces the legacy business checking account with built-in treasury management. The module includes interest yields up to 3.67% on idle cash (subject to current rate), fast global payments, and up to $6M in additional FDIC insurance through Brex's program banks. Treasury moves are executed inside the platform rather than requiring a separate bank relationship.
04
Brex Bill Pay covers the full AP workflow with AI-powered automation: invoice entry through email, vendor portal, or scanning; approval routing with role-based logic; payment execution via ACH, check, virtual card, or international wire; and vendor-specific cards with per-transaction limits for procurement workflows that need approval before spend.
05
Accounting Automation is the AI layer that sits across the platform and handles the work that traditionally lives between spend and the GL. The module covers AI-generated coding suggestions, automatic accrual booking for incomplete expenses with one-click confirmation, GL coding by entity for global operations, and 1,000s of two-way ERP integrations, including NetSuite, QuickBooks, Sage Intacct, and Xero.
We scope which modules your business is ready to absorb and in what sequence. Starting with the ERP integration that connects everything to your GL from day one.
Book a Brex Module Scoping CallOur Differentiation
Most Brex partners are accounting firms or resellers who hand off the platform once the license is sold. The configuration is generic. The post-go-live work is treated as someone else's problem. We approach the engagement differently, as one team accountable for everything from the licensing decision through the configuration, the integration, the rollout, and the ongoing optimization that keeps Brex aligned with your business as it scales.
01
We design Brex around your specific spend categories, approval thresholds, vendor relationships, and entity structure. Tools like zConnect handle the custom integrations that connect Brex to data sources beyond the standard ERP connectors, so the spend data flows match how your business actually accounts for spend.
02
We monitor your Brex environment continuously to catch performance issues, integration breaks, and configuration drift before they affect your team. Coverage extends through the operationally critical windows, month-end close, audit periods, and year-end reporting cycles, when downtime or stale data is most expensive.
03
We help you choose the right Brex configuration for your business, card program structure, banking footprint, bill pay scope, and accounting automation depth, with clear pricing and no upselling toward modules you do not need. Onboarding is structured around your fiscal calendar rather than a generic implementation template.
04
Unlike traditional resellers who stop at activation, we deliver the full rollout: card issuance, policy configuration, ERP integration, user training, and the change-management work that gets your team actually using the platform after launch. Time-to-value lands in weeks rather than quarters.
05
From the licensing decision through configuration, integration, training, and ongoing optimization, you work with one team across the full Brex lifecycle. The senior consultant who scopes your engagement is the senior consultant accountable for it for twelve months. No handoffs between sales and delivery.
06
We do not stop at go-live. We stay engaged to refine policies as your team grows, expand the integration footprint as new platforms come online, surface savings opportunities in your spend data, and adopt new Brex features as they release. The platform pays back over the years, not just at launch.
One senior consultant from licensing through ongoing optimisation. No handoffs between sales and delivery. The platform pays back over years, not just at launch.
Talk to a Brex Implementation AdvisorProfessionals on the Financial Transformation Team
Companies supported through IPO
Implementations delivered across 5 continents
Customizations built for enterprise clients
Integrations built across the platform ecosystem
Continents served
Testimonials
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