Brex Integration
Bring card spend, supplies and reimbursements from Brex into our products, so the numbers match your records.
Why connect Brex
Brex transactions help find supply and cloud costs tied to projects.
What syncs
Expenses. Exact fields depend on your setup.
| Product | What can sync with Brex |
|---|---|
| R&D Tax Credit AI agent | Used to find supply and cloud-related costs for R&D claims |
| TaxTrex (white-label) | Source data for the cost and time workpapers |
| creditARMOR (white-label) | Supporting records for mock-audit checks |
| Custom AI work | Data needed for agents and automations we build for you |
Setup steps
- 1
Tell us your setup
Share how you use Brex and which products you want connected.
- 2
We confirm the connection
We check what is possible and agree it in writing.
- 3
Connect and test
We link the systems and check the numbers against your records.
Security note
Access is limited to what the work needs and is agreed with you in writing. We do not claim certifications we do not hold. See the Trust Center for where things stand.
Integrations are proposals until confirmed for your setup. Tell us which system you use and we will confirm what is possible before you commit.
Keep exploring
Xero Integration
Connect Xero to our R&D tax credit and AI products.
Learn moreQuickBooks Integration
Connect QuickBooks to our R&D tax credit and AI products.
Learn moreNetSuite Integration
Connect NetSuite to our R&D tax credit and AI products.
Learn moreSage Intacct Integration
Connect Sage Intacct to our R&D tax credit and AI products.
Learn moreFind out what AI would cost you
Book a free call. We will map three opportunities and give you a rough idea of cost and payback.