With Brex integrations, you can sync transactions, generate financial statements, auto-categorize spending and even make budgets (that you can actually stick to). These connectors are key for financial automation because they:
Increase accuracy: Reduce data entry errors to produce accurate financial records
Boost efficiency: Free up time for financial planning and analysis
Enable real-time visibility: Show insights into your financial performance with automated reports
Reduce costs: Save time and resources by automating workflows
In this article, we’ll cover eight financial management tools that integrate with Brex to help you achieve that.
Top 8 Brex integrations for smooth financial management
Fuelfinance
Fuelfinance is here to simplify financial management and turn complex data reports into actionable insights. It’s a cloud-based solution for startups and SMBs with AI forecasting, financial planning and unit economics.
Fuelfinance stands out from other financial analysis software tools because of its expert support available on all paid plans. You get an FP&A solution and access to fully-fledged finance professionals who help you make informed decisions.
Connect Brex with Fuelfinance to sync all financial data. Whether it’s cash account statements or corporate credit card transactions, Fuelfinance pulls that data from Brex to generate reports and track outgoing and incoming cash.
It’s a valuable addition to Brex because it analyzes existing data to make financial projections. Know how well your company is performing and prepare for every scenario in advance, based on real-life finances.
Financial statements: Tired of manually creating financial reports? We hear you! Use Fuelfinance to automatically generate P&L statements, balance sheets and cash flow reports from your Brex data.
All-in-one financial dashboard: Let’s be honest — it’s easier to set KPIs than track them. That is, unless you’re using Fuelfinance. Our financial management solution creates an extensive dashboard with all the financial metrics you need. It also makes personalized suggestions about which KPIs to track based on your startup business model. (See also: Financial model template)
Plan vs actual analysis: What was your goal, and did you achieve it? No need to guess because Fuelfinance compares your planned versus actual performance. This analysis helps you improve marketing and sales strategies to hit the mark.
Financial analysis and planning: Want to track revenue and spending patterns to plan ahead and not run out of cash? We have the right service for you — financial forecasting for startups. Using real-time financial data from Brex, our AI forecasting tool creates different target scenarios. Expect both optimistic and conservative projections to prepare for growth or challenges.
Human and AI expertise: Fuelfinance is one of the best FP&A software because it combines the power of expert AI with human guidance. You get a dedicated financial manager who goes over the numbers and helps you reach informed financial decisions.
Fuelfinance helped ColdIQ grow its revenue by 236% in just eight months. ColdIQ struggled to manage its finances and track performance. We created a custom dashboard that included all financial data and analyzed every revenue stream, helping the company identify areas for improvement.
QuickBooks
QuickBooks is an accounting software built for businesses that want to automate tasks, such as custom invoice generation and expense tracking. Its financial reporting and analysis functionality helps accountants prepare balance sheets and income statements based on available data.
The Brex-QuickBooks integration pulls data from existing cash accounts, giving you an overview of all transactions. It also finds and matches vendors across both platforms for consistent records.
Automated workflows: QuickBooks automates manual tasks such as collecting payments and sending approval reminders. It can also extract data from bills and invoices and create transactions instead of the finance team.
Financial reporting: The Brex QuickBooks integration makes cash flow reports, balance sheets and P&L statements. Users can customize them by account or period.
Bank reconciliation: The tool matches bank transactions to accounting records, achieving consistency. It automatically creates reconciliation reports to show cleared and unreconciled transactions.
Batch transactions: Users can import multiple transactions simultaneously by uploading a CSV or Excel file with the required columns. QuickBooks reads and pulls the information from the file.
NetSuite is cloud-based ERP software providing services like financial management, procurement and account reconciliation. Finance teams can use it to perform departmental planning and business budgeting.
The Brex-NetSuite integration transfers data from one dashboard to another, tracking KPIs and metrics. It also supports automated categorization by locations and departments.
Key features
Close management: NetSuite automates tasks like account reconciliations by matching credit cards and bank statements. The finance department can use this information to generate reports and close the books automatically.
General ledger: The tool summarizes all financial transactions within one dashboard. Users can select filters to view transactions across departments or locations.
Payment management: With its SuitePayments solution, businesses can accept payments via direct debit, credit card or other payment services. They can also make outbound payments via direct deposit or online bill pay.
Multi-currency management: NetSuite supports over 190 currencies and converts transactions into the set base currency.
Customer reviews
Capterra: 4.2
G2: 4.0
Xero
Xero uses AI to capture receipt data, reconcile transactions, automate reminders and create real-time cash flow projections. It connects with other platforms like Brex to automate reporting and accept payments.
Like other Brex integrations, Xero pulls expense data into its dashboard. New expenses appear in the bank statements on Xero. The system automatically reconciles them and moves them to the balance sheets.
Online invoicing: Users can create, customize and include a “Pay now” button in their online invoices. They can also set up automated reminders to request payments.
Payroll processing: The finance team can use Xero to pay employees. They can store employee data, enter their working hours and send payslips directly from the system.
Reporting: Xero generates interactive reports that measure company performance against KPIs. Users can use percentages to show progress toward their goals.
Bank reconciliation: The platform connects with bank accounts to import transactions in real time. After that, Xero matches them to the already recorded expenses.
Sage Intacct is a financial management solution for businesses with multiple entities. Finance professionals can automate transactions across them and choose relevant currencies.
Once integrated with Brex, Sage Intacct syncs data and generates reports such as trial balances, transaction listings and account charts. Users can then compare performance by location.
Key features
AI automation: The tool uses AI for finance to automate tasks like invoice processing, accounts receivable and accounts payable. It also reviews transactions and corrects errors before they are processed.
Multi-entity management: Users can generate consolidated reporting across entities. They can use umbrella views to zoom in on a specific location and check its performance.
Dimensions: Sage Intacct compares departments and locations based on their gross profit, revenue and operating expenses. Users can add other dimensions for comparison.
Inventory management: Businesses can monitor stock levels within Sage Intacct and calculate their profitability.
Customer reviews
Capterra: 4.3
G2: 4.3
Microsoft Dynamics 365
Microsoft Dynamics 365 adapts to most business needs. It can build personalized customer journeys, resolve customer issues with generative AI and manage finances. Accountants mostly use it for its accounting automation capabilities, like invoice capture, which creates invoices from digital images.
The integration with Brex is possible through APIs such as those for payment, transactions and expenses. For instance, the payment API endpoint lists existing transfers within Brex. The IT team can use it to import transaction descriptions to Microsoft Dynamics 365.
Brex explains what each endpoint creates in its tech documents, which is useful for businesses that want to connect it with Microsoft Dynamics 365.
Key features
Cash flow forecasting: Microsoft Dynamics 365 analyzes transaction information and forecasts its cash impact. It can use sales orders, invoices, purchase orders and vendor transactions for this analysis.
Financial reporting: The platform can generate automatic reports daily, monthly or yearly. Users decide which attributes and dimensions to include. For instance, they can filter between vendors and customers in the report.
Accounts payable: Invoice matching connects vendor invoices to purchase orders and product receipts.
Accounts receivable: Users can receive payments via electronic payments, credit cards and checks. Each payment is logged and features customer information, interest notes, commissions and other data.
Customer reviews
Capterra: 4.4
G2: 4.0
Zoho Books
Zoho Books is a financial technology company that tracks expenses, manages invoices and collects payments. Its automation tools filter transactions, charge cards for recurring payments and send payment reminders.
The Brex Zoho Books integration is available through Zapier. Users set triggers to automatically sync data. For instance, they can choose to pull listed cash account statements from Brex, and Zoho Books will display them as finalized statements.
Key features
Invoicing: Create and send customized invoices with Zoho Books. Enable recurring invoices and automated reminders to eliminate manual work.
Online payments: Receive payments via Stripe, PayPal, Verifone and other payment gateways.
Reporting: Generate reports that include total expenses, income, inventory and other data. Download balance sheets and cash flow statements to understand current performance and make future plans.
Vendor portal: Suppliers can upload invoices through the portal, leave comments on documents and view statements.
Customer reviews
Capterra: 4.4
G2: 4.5
Workday Financial Management
Workday Financial Management is an accounting solution that manages spending, plans scenarios and collects financial and operational data. Powered by AI, the tool detects data anomalies and fixes errors.
Once integrated with Brex, Workday Financial Management exports financial information such as transactions, revenue and supplier spending. It creates custom reports that include metrics, KPIs and filtered transactions.
Key features
AI automation: Workday Financial Management performs AI financial analysis using historical data to track anomalies. It breaks down root causes so that businesses can make adjustments.
Financial management: The tool analyzes transactions to show revenue and spending trends. It also combines operational and financial data in one dashboard, helping businesses understand their situation.
Scenario planning: Workday Financial Management prepares different scenarios based on financial data. This helps businesses adjust budgets and anticipate risks.
Payroll: Process payroll and store employee data. This feature is suitable for businesses that have a global workforce.
Customer reviews
Capterra: 4.4
G2: 4.0
Best Brex integrations compared
Integration
Key features
Best for
Rating
Fuelfinance
Key financial statements Plan vs actual analysis Smart AI financial forecasting Real-time financial dashboard Expert support
Startups and small businesses that need a tool for AI forecasting, financial planning & analysis, and expert CFO support to stay profitable
Capterra: 5 G2: 4.9
QuickBooks
Automated workflows Financial reporting Bank reconciliation Batch transactions
Aligning vendor data for consistent records
Capterra: 4.3 G2: 4.0
NetSuite
Close management General ledger Payment management Multi-currency management
Creating rules to categorize transactions from Brex
Capterra: 4.2 G2: 4.0
Xero
Online invoicing Payroll processing Reporting Bank reconciliation
Creating custom configurations for improved general ledger
Capterra: 4.4 G2: 4.3
Sage Intacct
AI automation Multi-entity management Dimensions Inventory management
Automating workflows, e.g., approvals for procurement- and finance-related tasks
Capterra: 4.4 G2: 4.0
Zoho Books
Invoicing Online payments Reporting Vendor portal
Managing cloud invoicing
Capterra: 4.4 G2: 4.5
Workday Financial Management
AI automation Financial management Scenario planning Payroll
Handling the workforce planning process
Capterra: 4.4 G2: 4.0
Ready for financial peace of mind?
Brex is a finance software platform built for businesses that want to manage spending, use corporate credit cards and pay vendors. It stores financial data that is practically begging to be analyzed. That’s where Brex integrations come into play.
If you’re looking for a Brex integration that will help you flourish, check out Fuelfinance, the financial management tool that acts as your very own CFO. Our software offers scenario planning to gauge how business decisions affect your finances, helping you stay profitable.
The all-in-one financial dashboard tracks key financial metrics and suggests which KPIs to monitor. Fuelfinance integrates with Brex to unify all data, giving you an accurate overview of your finances. Plus, our financial experts are there to give you financial peace of mind and answer any questions.
Book a demo today and see how Fuelfinance can put you in control of your finances.
FAQs
Does Brex integrate with NetSuite?
Yes, Brex integrates with NetSuite to automate accounting tasks and sync data for accurate bookkeeping.
Why is Brex so popular?
Brex is popular because of its functionalities. From managing company credit cards and setting a monthly available limit to tracking expenses, users can control spending to save money. However, you need Brex integrations to maximize the impact of this tool. While Brex offers real-time spending insights, you need tools like Fuelfinance for AI forecasting and financial planning.
Does Brex integrate with Xero?
Brex integrates with Xero. It syncs expense and payment data, helping businesses track cash flow, generate reports and reconcile accounts.
Which is better, Ramp or Brex?
That depends on your business size and needs. If you want to manage spending, credit card transactions and integrate with numerous financial reporting tools, Brex is a better choice. If you want to improve cost control and save money with cashback benefits, go with Ramp.
