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BREX SUMMER RELEASE 2024





POWERFUL, MEET SIMPLE.


AI-POWERED ACCOUNTING WITH CONTINUOUS CLOSE, A SIMPLIFIED CARD CONTROL CENTER,
BILL PAY THAT MAKES YOU MONEY, AND BLAZING-FAST UI WITH 100+ IMPROVEMENTS.




ACCOUNTING



ACCELERATE ACCOUNTING WITH AI AND ACCRUALS.


New AI-generated suggestions will save you hours, and for the first time ever in
any financial software, we made continuous close possible with native support
for accruals.


AUTOMATE ACCOUNTING WITH IMPROVED AI.


We’re bringing AI to boost the speed and accuracy of your accounting with inline
rule building and more.


Learn more about accounting automation →
CLOSE ANYTIME WITH ACCRUALS.

EARLY ACCESS

Book accruals for incomplete expenses with one click, and auto-reverse them in
the following month.


Sign up for early access →

AUTOMATE ACCOUNTING WITH IMPROVED AI.


We’re bringing AI to boost the speed and accuracy of your accounting with inline
rule building and more.


Learn more about accounting automation →
CLOSE ANYTIME WITH ACCRUALS.

EARLY ACCESS

Book accruals for incomplete expenses with one click, and auto-reverse them in
the following month.


Sign up for early access →

COMPLETE CONTROL AND VISIBILITY ON EXPORTS TO YOUR ERP.


You can now see all your export history with direct links back to your ERP to
speed up reconciliation.


Learn more about accounting exports →

CUSTOMIZE FIELD VISIBILITY TO ACCELERATE TASK COMPLETION.


Set up your accounting fields to show for users only where needed across bill
pay, reimbursements, and card expenses.


Learn more about field visibility settings →

COMPLETE CONTROL AND VISIBILITY ON EXPORTS TO YOUR ERP.


You can now see all your export history with direct links back to your ERP to
speed up reconciliation.


Learn more about accounting exports →

CUSTOMIZE FIELD VISIBILITY TO ACCELERATE TASK COMPLETION.


Set up your accounting fields to show for users only where needed across bill
pay, reimbursements, and card expenses.


Learn more about field visibility settings →

CARDS & LIMITS



CONTROL SPEND WITH SIMPLIFIED CARDS & LIMITS.


With spend limits, you can have infinite use cases in a single Brex card, such
as vendor spend and travel. We built a new UI to easily manage cards and spend
limits at scale.


MANAGE CARDS AND LIMITS IN ONE PLACE.


We moved cards from Teams to a new card control center for admins to manage all
cards and limits in one place.


Learn more about managing cards →

CREATE SPEND LIMITS FASTER THAN EVER.


We made it easier to create and distribute spend limits with fewer clicks and
questions to answer.


Learn more about limits →

MANAGE CARDS AND LIMITS IN ONE PLACE.


We moved cards from Teams to a new card control center for admins to manage all
cards and limits in one place.


Learn more about managing cards →

CREATE SPEND LIMITS FASTER THAN EVER.


We made it easier to create and distribute spend limits with fewer clicks and
questions to answer.


Learn more about limits →

MAKE IT EASY TO REQUEST NEW SPEND.


Customize what types of spend employees can request, such as travel, vendor
spend, or IT equipment, instead of using complicated PO workflows.


Learn more about spend requests →

CONSOLIDATE YOUR EXPENSE POLICIES.


Reduce the number of policies you have to manage in Brex with dynamic policies
that automatically adjust based on the user's role and location.


Learn more about policies →

MAKE IT EASY TO REQUEST NEW SPEND.


Customize what types of spend employees can request, such as travel, vendor
spend, or IT equipment, instead of using complicated PO workflows.


Learn more about spend requests →

CONSOLIDATE YOUR EXPENSE POLICIES.


Reduce the number of policies you have to manage in Brex with dynamic policies
that automatically adjust based on the user's role and location.


Learn more about policies →

BILL PAY



SAVE TIME AND EARN REWARDS IN BILL PAY.


We also made bill pay even more robust, with support for multiple entities and
line itemization using AI. And you can now pay by card to maximize rewards on AP
spend.


NEW LINE ITEMIZATION AND ENTITY MAPPING.


Automatically itemize bills, assign GL codes per item, and export to your ERP,
and manage bill pay settings per entity.


Learn more about bill pay →
ISSUE CARDS IN ONE CLICK TO PAY.

EARLY ACCESS

Now you can pay invoices by card directly in bill pay to earn rewards, save
time, and increase speed and security.


Sign up for early access →

NEW LINE ITEMIZATION AND ENTITY MAPPING.


Automatically itemize bills, assign GL codes per item, and export to your ERP,
and manage bill pay settings per entity.


Learn more about bill pay →
ISSUE CARDS IN ONE CLICK TO PAY.

EARLY ACCESS

Now you can pay invoices by card directly in bill pay to earn rewards, save
time, and increase speed and security.


Sign up for early access →

INTRODUCING SMART TABLES



FASTER, MORE POWERFUL TABLES YOU’LL LOVE USING.


Tables, search, filtering, and bulk actions were all rebuilt from the ground up
— enabling simple and complex tasks to be done at blazing speeds.


CUSTOMIZE TABLES THAT WORK BEST FOR YOU.


We’ve reimagined tables across Expenses, Accounting, and Bill Pay. Tables now
allow you to change density, pinning, and more!


Learn more about accounting tables →

SAVE TIME WITH FASTER SEARCH.


Search on Brex is now 4x faster with AI built in to get you to exactly the
queries you’re looking for.


Learn more about search →

CUSTOMIZE TABLES THAT WORK BEST FOR YOU.


We’ve reimagined tables across Expenses, Accounting, and Bill Pay. Tables now
allow you to change density, pinning, and more!


Learn more about accounting tables →

SAVE TIME WITH FASTER SEARCH.


Search on Brex is now 4x faster with AI built in to get you to exactly the
queries you’re looking for.


Learn more about search →

100+ MORE IMPROVEMENTS



IT DOESN’T END THERE.


Summer Release includes even more features that’ll make this your best
experience ever — that is, until our Fall Release drops to raise the bar even
higher.


RELY ON STABLE LIMITS.


Scale confidently with more stable credit limits clearly displayed in your
dashboard.




ADD YOUR LOGO TO CARDS.


Personalize your dashboard and cards with your brand to delight employees.




SAVE TIME IN SLACK.


Approve requests for new spend limits and increases in Slack to save time.



TEST IN SANDBOX.

EARLY ACCESS

Test functionality safely without affecting your operations.




TRACK ALL ACTIVITY.


Get an audit trail of every action taken in Brex for security and audit
readiness.



MIGRATE SPEND EASILY.

EARLY ACCESS

Maximize your rewards by easily moving vendor spend into Brex in just a few
clicks.




IMPORT POS FROM NETSUITE.


Import listed values into Brex for codification and export back into NetSuite.




AVOID UNWANTED DECLINES.


Allow cards to automatically switch to a sufficient limit if selected limit is
too low.




MANAGE ACCOUNT SECURITY.


Manage security settings such as SSO and view audit trail in a new Security Hub.




ISSUE LIMITS TO GROUPS.


Customize user groups based on shared attributes and issue limits dynamically.




USE SFTP TRANSFERS.


Select SFTP as the destination for exported expenses or CSV downloads.




PERSONALIZE WITH DARK MODE.


Choose to view your Brex dashboard in dark mode with one easy toggle.





SEE WHAT BREX CAN DO FOR YOU.


Learn how our spend platform can increase the strategic impact of your finance
team and future-proof your company.


Get started



SEE WHAT BREX CAN DO FOR YOU.


Learn how our spend platform can increase the strategic impact of your finance
team and future-proof your company.


Get started
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©2024 Brex Inc. All rights reserved. Brex and the Brex logo are registered
trademarks of Brex Inc. (“Brex”).


The Brex Mastercard® Corporate Credit Card is issued by Emigrant Bank, Member
FDIC, Fifth Third Bank, N.A. Member FDIC, and/or Airwallex (Netherlands) B.V.
Terms and conditions apply and are subject to change. See our Legal Terms for
details.


Brex Inc. also provides a Brex Card issued by Sutton Bank, Member FDIC, pursuant
to a license from Visa® U.S.A. Inc. Valid only in the US. Cards can be used
everywhere Visa® debit cards are accepted. No ATM access. Visa® is a registered
trademark of Visa U.S.A. Inc. All other trademarks and service marks belong to
their respective owners.


The Brex business account is offered by Brex Inc. The Brex business account
consists of Checking, which is a commercial demand deposit account offered by
Column National Association (“Column Bank”), member FDIC, as well as Treasury
and Vault, which are cash management services offered by Brex Treasury LLC
(“Brex Treasury”), member FINRA/SIPC.


Brex Inc. is a financial technology company, not a bank. The commercial demand
deposit account and banking services are provided to you by Column Bank.


Securities are offered through Brex Treasury LLC (“Brex Treasury”), member
FINRA/SPIC. Brex Treasury is an affiliate of Brex that provides Brex business
accounts, accounts that allow customers to sweep uninvested cash balances into
certain money market mutual funds or FDIC-insured bank accounts at Brex’s
program banks. These funds are independently managed and are not affiliated with
Brex Treasury. A list of program banks is available at brex.com/legal.


Brex Treasury is not a bank nor an investment adviser and your Brex business
account is not an FDIC-insured bank account. Review the background of Brex
Treasury or its investment professionals on FINRA's BrokerCheck website. Please
visit the Deposit Sweep Program Disclosure Statement for important legal
disclosures.


SIPC currently protects the assets in each of your securities accounts at Brex
Treasury up to $500,000 (including $250,000 for claims for cash). Please
see https://www.sipc.org/


Investing in securities products involves risk and you could lose money. Yield
is variable and fluctuates. Carefully consider a fund's investment objectives,
risks, charges and expenses, as described in the applicable mutual fund’s
prospectus. Contact us for a copy of the fund prospectus. Past performance is
not a guarantee of future results.


See the Brex Business Account Terms & Brex Treasury Account Agreement, Column
Commercial Demand Deposit Account Agreement and Column Sweep Agreement for
important terms, conditions, and disclosures.


This is not an offer to buy or sell, or a solicitation of an offer to buy or
sell, any security, and no buy or sell recommendation should be implied.



Use of Brex Empower is subject to our Legal Terms. Please contact us for more
information about Empower.



Please see our Rewards Terms for the terms and conditions of our Rewards
Program, and our Travel Terms for the terms and conditions for Brex Travel.



All loans are subject to approval, including underwriting, credit, and
collateral approval, as well as availability restrictions. Nothing herein should
be construed as a commitment to lend.



Certain services offered by Brex may be provided by Brex Payments LLC (NMLS
#2035354), a wholly-owned subsidiary of Brex. Brex Payments LLC is
a licensed money transmitter.



Brex does not guarantee any third-party product, service, information, or
recommendation. The third parties providing these products or services are
solely responsible and liable for them. Be sure to review third party offers for
restrictions or conditions that may apply. Brex may receive compensation from
third parties for referring you to them or their products.