Corporate cards with built-in spending controls, automated receipt matching, expense policy enforcement, fund accounting capabilities, approval workflows, real-time spending visibility, and integration with existing accounting systems. Special features for tracking capital deployment and portfolio company expenses.
Tools tracking operational expenses, travel costs, and allocation of expenses between management company and funds.
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Multi-entity support Ability to track and allocate expenses across multiple legal entities (e.g., management company, multiple funds). |
Brex Empower supports multi-entity expense tracking including fund vs. management company reporting, per product documentation. | |
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Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
Product automates expense categorization and allows user-defined rules, as stated in Brex documentation. | |
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Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
Automated receipt matching, including OCR and upload, is natively supported. | |
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Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
Brex supports statement import and bulk mapping to expenses. | |
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Custom allocation rules Ability to automatically split expenses between entities or cost centers based on preset rules. |
Supports custom allocation and split expense rules by entity or cost center. | |
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Manual allocation override Ability to manually adjust or override automatic allocations per transaction. |
Manual override of automatic allocations is provided as an admin feature. | |
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Multi-currency support Capture and reconcile expenses in multiple currencies with automatic conversion. |
Multi-currency reconciliation and conversion is a described feature. | |
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Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
Direct integrations with QuickBooks, NetSuite, and more per product site. | |
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Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
Custom fields supported when configuring expense entries. | |
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Tagging Ability to add searchable tags to expenses for better reporting and search. |
Tagging available for enhanced reporting and search. | |
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Transaction processing speed Average time taken to process an expense entry from upload to approval. |
No information available |
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Multi-level approvals Support for multi-step approval chains based on dollar amounts, departments, or entity. |
Policy-based and multi-level approval chains included. | |
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Custom approval routing Configurable workflow according to team structures and policies. |
Configurable workflow/approval routes documented. | |
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Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Permissions and role-based access controls included. | |
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Automated escalation Automatic escalation if an expense isn’t approved within a set timeframe. |
Escalations for unapproved expenses are possible based on policy settings. | |
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Mobile approvals Ability for approvers to review and approve expenses via a mobile app. |
Mobile approvals supported via iOS/Android app. | |
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Delegated approvals Allow temporary delegation of approval rights during absences. |
No information available | |
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Batch approvals Ability to approve multiple expenses at once. |
Batch approval flows described in support materials. | |
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Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Audit trail/logs for compliance are present. | |
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Approval notification speed Average time between expense submission and notification sent to approver. |
No information available | |
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Customizable notifications Configurable notification settings (email, SMS, push) for different stages of approval. |
Notifications are configurable—push, email, and custom per workflow. |
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Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Brex integrates natively with leading accounting systems. | |
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Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Direct card and bank feed integrations are a core competency. | |
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Payroll integration Sync reimbursements or expense payments with payroll providers. |
Payroll integration supported (e.g., Rippling, Gusto, ADP), details on request. | |
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API access Open APIs for data import/export to custom systems. |
Documented API for custom data integrations. | |
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Single sign-on (SSO) Support for single sign-on via SAML, OAuth, and/or SSO providers (Okta, Google Workspace, etc.). |
Integrates with OAuth/SSO providers like Okta and Google Workspace. | |
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Calendar & email integration Ability to extract expenses from calendar events, or auto-generate expenses from corporate email receipts. |
Integrates with G Suite and Outlook for receipts/calendar extraction. | |
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File export formats Support for exporting data in CSV, XLSX, PDF, and custom templates. |
Exports available in CSV, PDF, XLSX formats. | |
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Integration setup speed Average time required to connect and configure an integration. |
No information available |
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Custom reporting Create, save, and schedule custom reports by team, entity, expense type, etc. |
Custom reporting by entity, category, and more is highlighted. | |
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Real-time dashboards Interactive dashboards with real-time data visualization. |
Interactive, real-time dashboard views available. | |
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Budget tracking & variance analysis Track budgets by cost center/entity and analyze variance vs. forecasts. |
Budget and variance analytics available. | |
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Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
Product offers reporting broken out by fund and management company, per VC features. | |
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Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
Allows period-over-period comparisons for expense reporting. | |
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Audit export reports Produce detailed audit-friendly reports for compliance review. |
Exportable audit-friendly reports are part of the compliance toolkit. | |
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Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
Scheduled, automated report delivery is supported. | |
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Report generation speed Average time to generate and export a standard report. |
No information available |
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Mobile app availability Native mobile apps for iOS and Android. |
Native iOS and Android mobile app. | |
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Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
Emphasis on intuitive, minimal, and modern UX in marketing and reviews. | |
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Multi-language support Ability to select from a variety of supported languages. |
No information available | |
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Accessibility compliance Compliance with accessibility standards (WCAG, ADA). |
No information available | |
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Guided onboarding Interactive product tours and onboarding flows for new users. |
Product tours and onboarding are available in-app. | |
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Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
Drag-and-drop receipt upload supported in browser interface. | |
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Customizable layouts User-configurable dashboards and screen layouts. |
Dashboards can be customized by user. | |
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User onboarding time Average time required for a new user to become proficient. |
No information available |
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Built-in travel booking Integrated booking engine for travel (flights, hotels, car rental) linked to expense capture. |
No information available | |
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Travel policy enforcement Automated flagging of non-compliant travel bookings or expenses. |
Expense policy rules auto-flag out-of-policy spend in real-time. | |
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Per diem management Calculation and allocation of per-diem rates based on location/days. |
No information available | |
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Mileage tracking Automated tracking of personal/business mileage for reimbursement. |
Mileage tracking available as a standard expense entry type. | |
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Travel approval workflow Separate approval flows specifically for travel-related expenses. |
No information available | |
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Integration with travel vendors Direct connection to preferred travel providers, aggregators, or travel agencies. |
No information available | |
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Pre-trip authorization Ability to request and document authorization prior to business travel. |
No information available | |
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Travel spend analytics In-depth analysis and reporting on travel-related spend and trends. |
Reporting and analytics can be filtered for travel spend. | |
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Policy violation reports Automatic generation of reports highlighting policy breaches. |
Policy violation reports auto-generated. |
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Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Immutable, time-stamped audit logs for all expense activity. | |
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SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
No information available | |
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Custom retention policies Ability to set how long expense documents/records are retained. |
Retention policies can be set at the account level. | |
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Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Receipts and card transactions are automatically matched by the system. | |
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Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
Duplicate submissions are flagged automatically. | |
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Exceptions reporting Custom rules for identifying potential compliance breaches. |
Exceptions reporting rules can be configured. | |
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Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
Audit package export functionality available. | |
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GDPR compliance Conformance with EU data privacy regulations. |
Brex is GDPR-compliant, per Trust Center documentation. | |
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SEC reporting support Assistance with preparing reports/regulatory filings for SEC or other regulators. |
No information available |
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End-to-end data encryption Encryption of data at rest and during transmission. |
End-to-end encryption described for data in transit and at rest (see Trust Center). | |
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Multi-factor authentication Support for MFA on all user accounts. |
MFA/2FA is required for all administrative user roles. | |
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Granular access controls Configurable user and group access permissions. |
Granular access permission tool available. | |
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Regular penetration testing Third-party conducted security reviews and penetration tests. |
Third-party pen tests are performed annually (see security page). | |
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Data residency options Ability to select where data is physically stored (data center region/country). |
No information available | |
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Automatic session timeout Automatic logout after a period of inactivity. |
Sessions time out automatically after inactivity, according to SOC 2 policy. | |
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Audit log retention period Length of time full security audit logs are available for review. |
No information available |
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Cloud-based deployment Hosted in a secure cloud environment accessible from anywhere. |
Cloud-based SaaS; no desktop client required. | |
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On-premises deployment option Option for on-premises hosting for enhanced control. |
No information available | |
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Uptime guarantee Service level agreement (SLA) commitment to system uptime. |
Not as far as we are aware.* Standard SaaS model, uptime SLA not explicitly published but referenced in vendor contracts. | |
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System concurrent user capacity Maximum number of users who can access the system simultaneously. |
No information available | |
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Mobile device compatibility Optimized for a wide range of mobile and tablet devices. |
All features available on mobile, including approvals, uploads, reporting. | |
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Integration sandbox Test environment for integration development and QA. |
No information available |
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24/7 customer support Access to support agents at any time, with multiple channels (chat, phone, email). |
Live chat and phone support offered; support is 24/7 for enterprise clients. | |
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Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
Dedicated account management available for large/enterprise customers. | |
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Online knowledge base Comprehensive and searchable self-service support resources. |
Online, searchable help and FAQs provided. | |
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Training resources Online courses, webinars, or in-person training for users. |
Webinars and self-paced training materials offered. | |
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Implementation support Expert assistance during system setup and configuration. |
Implementation and onboarding support led by a Brex team. | |
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Feature request process Ability for users to suggest new features or enhancements. |
Clients can submit feature requests on the support platform. | |
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Response time (support requests) Average initial response time to support tickets. |
No information available |
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