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Connect Brex to FiscalInsights

Sync Brex corporate cards and expense management automatically.

Integration Features

Card sync
Expense categories
Receipt matching
Spend limits

How It Works

Brex card transactions sync to FiscalInsights via API with enhanced merchant data and receipt images. Brex's built-in expense categorization is imported alongside the transactions, providing additional context for FiscalInsights' AI. Budget and spend limit data informs cash flow forecasting.

How to Connect Brex

1Navigate to Settings > Integrations and find Brex
2Click "Connect Brex" and sign in with your Brex admin account
3Authorize FiscalInsights to access your Brex data
4Map Brex expense categories to FiscalInsights categories
5Card transactions begin syncing immediately

Brex corporate cards are popular among startups and growing businesses for their rewards, spend management, and integration capabilities. The FiscalInsights integration imports all Brex card transactions with enhanced data including merchant details, employee names, receipt images, and Brex's own expense categories.

Because Brex provides rich transaction metadata, FiscalInsights' AI categorization is especially accurate for Brex transactions. When your team adds notes and receipts to Brex charges (as Brex encourages), that context flows into FiscalInsights as well, creating well-documented expense records ready for audit.

For businesses using Brex's budgeting and spend limit features, the integration provides financial visibility beyond what Brex's own dashboard shows. FiscalInsights combines Brex card spending with bank transactions, other credit card charges, and income data to provide the complete financial picture that standalone corporate card tools cannot.

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