Item: Brex
Rating: 7
Author: Verified User

Overall Satisfaction with Brex

Use Cases and Deployment Scope

We use Brex for reimbursements, company cards and some of our transactions with contractors and other vendors. The finance team also uses for general money and expense management.

Pros and Cons

Pros

Reimbursements
Company cards
Paying vendors

Cons

Could be easier to track team usage
Could be easier to submit reimbursements

Return on Investment

Freed up the finance team by allowing more team members to make payments
Have an easier way to submit reimbursements
Track team member spend

It's pretty user friendly for my level of use. I can see what I spent, what people on my team are spending. It's easy to request reimbursements and to track if they are approved or not. It would be nice to see card limits, but not required.

Alternatives Considered

I have only used Brex so far.

Key Insights

Do you think Brex delivers good value for the price?

Yes

Are you happy with Brex's feature set?

Yes

Did Brex live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Brex go as expected?

I wasn't involved with the implementation phase

Would you buy Brex again?

Yes

Other Software Used

Slack, Heymarket, Dialpad Connect

Likelihood to Recommend

Overall Brex is pretty user friendly. I like having the virtual cards we can set up for various team members to pay for things and easily track their spend. It's also good for submitting reimbursements for purchases and milage if needed.

Brex Feature Ratings

Using Brex

Users and Roles

50 - The cover ops, sales, growth, marketing, engineering and accounting. Essentially all parts of the company do use Brex in some capacity since we use it for both payments and reimbursements so nearly everyone has some connection to Brex.

Support Headcount Required

4 - We have an engineer and then our finance team.

Business Processes Supported

Payments
Expenses
Reimbursements

Innovative Uses

Future Planned Uses

Likelihood to Renew

It has worked well for us for at least 5 years so I would anticipate us keeping Brex.

Evaluating Brex and Competitors

Products Replaced

Not Sure

Key Differentiators

Other

I was not part of selecting Brex, but I would guess it was due to price and ease of use is why the team selected Brex.

Evaluation Lessons Learned

Maybe something that could have a different portal for just users who needed to submit expenses and not view anything else.

Brex Implementation

Implementation Rating

NA-I wasn't part of the set up process for Brex

Implementation Details / Implementation Partner

Don't know

Implementation Issues

NA-I wasn't part of the set up process for Brex
NA-I wasn't part of the set up process for Brex
NA-I wasn't part of the set up process for Brex

Brex Training

Training Types Used

No Training

Brex Support

Support Rating

I have never had to contact Brex support.

Brex Customer Support Pros and Cons

Pros	Cons
None	None

Using Brex

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None