Brex is our expense management platform where you can track your discretionary budget and request reimbursements against your budget.

Getting Started

If you have completed all required action items on Rippling, you will automatically receive an email invite to access your Brex account during your first week. Once you accept the Brex invite, you will be prompted to confirm your mailing address for receiving your physical Brex card. Please contact Vainius ([email protected]) if you are unable to access your Brex account.

You can use your Brex card for any eligible expenses as outlined in our Savvy budget policy. Please be sure to always upload an itemized receipt and include a memo specifying the purpose of the expense. For compliance purposes, any expense that can be attributed to a client or prospect must be noted accordingly; please include the client/prospect name in your memo when applicable.

Before you purchase a client gift or entertainment that costs $250 or more, you must first request approval from Compliance. You can do so by logging into ComplianceAlpha and selecting the “Submit gift/entertainment” option.

FAQs

• What is my budget? How is my budget determined?
• How do I submit an expense on Brex?
• Can I use my personal credit card for eligible expenses instead of the Brex card?

SHARE_LINK=https://www.notion.so/savvywealth/Brex-20307771507e8076847bd4e733db90c4