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Onboarding 101

How to Add a User to Your Brex Account

The reason we need this is to be able to download statements, view checks as needed, as well as obtain financial summary reports to be able to agree Brex to the financials. We will not touch any other store data or have access to move money around. This also allows us to connect Brex to the accounting system and reconnect as necessary.

  1. Log into your Brex account
  2. In your dashboard, go to Team > Invite > Invite by email
  3. Fill out the first name, last name, and email of the new user you want to invite. Please use "Joshua Hall" and the email address that you'll send everything to (usually "[some version of your business name]").
  4. Select the "Bookkeeper" role.
  5. Click Send invite.

And you are done! We’ll take it from there.

Thank you!
J. Hall and Company