As part of its mission to help growing companies realize their full potential, Brex has created a step-by-step guide for building your own corporate card expense policy. Use and modify this template to fit your business needs.
Download for insights into:
Expense guidelines for meals, travel, and lodging
Key considerations when creating a robust expense policy
Protecting your startup with the right spending measures
trusted by THE WORLD’S MOST INNOVATIVE COMPANIES
Enable policy enforcement through custom controls and granular reporting.
Seamlessly sync with top accounting tools like NetSuite, Quickbooks, Expensify, and Xero.
Card programs at scale
Manage purchasing and T&E across organizations with smart admin tools.
Instantly issue and shut down cards with robust provisioning and card management tools. Set individual limits for employees and departments to stay within budget and keep teams compliant.
See the full financial picture
Pull custom reports of your card transanctions in real time from Brex’s centralized dashboard. Slice and dice to reveal and review spending trends.
Integrations with top accounting and expense management software
Close your books faster
Connect your NetSuite, QuickBooks, Xero, and Expensify software directly to your Brex dashboard to save time and increase efficiency. Brex automatically categorizes your transactions and provides custom rules so you can manage exceptions.
Brex’s integrations are approved by NetSuite, QuickBooks, Xero, and Expensify.
Automate employee expensing workflows
Employees simply take photos of receipts and text, email, or upload them to the app with the option to include memos. Brex auto-matches the transactions to your statement to help your company stay audit compliant.
Rewards tailored to increase ROI on your spend
Earn competitive rewards & statement credits.
Get points on every dollar spent with industry-leading multipliers for qualifying companies. Points are not capped, do not expire, and can be redeemed for statement credit, travel benefits, or miles.
Built on the Mastercard® network, Brex corporate cards are accepted globally and have no foreign transaction fees. Get best-in-class fraud protection with 24/7 monitoring and white-glove dispute handling.