As companies grow, financial operations often become fragmented. Cards live in one system, expenses in another, bill pay somewhere else, and accounting struggles to keep up. Brex was built to solve that problem by offering a unified financial platform designed for speed, visibility, and control.
Today, Brex supports tens of thousands of companies worldwide, helping finance teams spend smarter, move faster, and reduce manual work across their organizations.
A Unified Financial Stack
Brex positions itself as more than a corporate card provider. Its platform brings together several core financial functions into a single system:
- Corporate cards with built-in spending controls
- Expense management with automated receipts and approvals
- Travel booking and management directly in-app
- Bill pay and vendor payments with AI-powered invoice entry
- Banking and treasury tools designed to optimize cash usage
By consolidating these functions, Brex reduces the need for disconnected tools and gives finance teams real-time insight into company spend.
Designed for Global, Growing Teams
Brex supports companies operating in more than 120 countries, making it particularly attractive to fast-growing startups, mid-sized businesses, and global enterprises.
Key benefits include:
- Spend controls enforced before transactions happen
- AI-powered budgeting and approval workflows
- Fast global payments and high credit limits
- Real-time visibility into expenses and commitments
- Strong policy compliance across teams
For finance leaders, this means fewer surprises at month-end and greater confidence in daily decision-making.
Automation That Saves Time
Manual expense reporting and reconciliations are some of the biggest time drains for finance teams. Brex focuses heavily on automation to reduce that friction.
AI-powered receipt capture, automatic categorization, and approval workflows help ensure transactions are reviewed and documented as they happen, not weeks later. For many teams, this significantly reduces the amount of cleanup required during close.
But while Brex excels at managing spend and payments, finance teams still need to review, reconcile, and post that data accurately into their accounting systems.
That’s where the Brex + Amalgam workflow comes in.
How Teams Use Brex + Amalgam Together
Brex is often the system of record for company spend. Amalgam acts as the bridge between Brex, spreadsheets, and the general ledger.
Using the Brex integration with Amalgam, teams typically:
- Pull detailed Brex card, expense, and bill pay data directly into Excel or Google Sheets
- Review and normalize transactions using familiar spreadsheet workflows
- Apply their own mapping rules, controls, and classifications
- Generate clean, structured journal entries
- Push those entries directly into accounting systems like QuickBooks, NetSuite, or Xero
This approach gives teams flexibility and control without relying on rigid, one-size-fits-all automation.
Closing the Books Faster with Better Data
One of the biggest benefits teams see from the Brex + Amalgam integration is a faster, more predictable close.
Instead of exporting CSVs, reformatting files, and fixing errors after the fact, teams can refresh Brex data in their workbooks with one click. This keeps reporting schedules, reconciliations, and accruals up to date throughout the month, not just at the end.
As a result:
- Fewer last-minute adjustments
- More consistent month-end timelines
- Cleaner audit trails
- More confidence in reported numbers
The close becomes less about fixing data and more about reviewing it.
Better Reporting Without Rebuilding Workflows
Every finance team reports differently. Some need detailed department spend analysis. Others focus on cash flow, vendor trends, or policy compliance.
By combining Brex’s rich transaction data with Amalgam’s spreadsheet-based workflows, teams can build reports that match their exact needs without rebuilding them every month.
Because the data stays connected, reports update automatically as new Brex activity comes in, supporting more timely insights for leadership and stakeholders.
A Modern Finance Stack That Scales
Brex provides the operational layer for spending, payments, and controls.
Amalgam ensures that data moves cleanly into the systems and spreadsheets where finance teams do their work.
Together, they help finance teams:
- Reduce manual effort
- Maintain strong controls
- Improve reporting quality
- Close faster as the business grows
It’s a practical, flexible approach to modern finance designed to scale without adding complexity.
