Puzzle + Brex: Built for Startups That Move Fast

Sync your Brex activity directly into Puzzle to automate categorization, reconciliation, and reporting—no spreadsheets, no delays.

About 

Brex

Brex is a financial platform built to power growing companies. With corporate cards, spend management, business accounts, and integrated tools, Brex helps startups and enterprises alike move faster with smarter financial infrastructure.

How It Works

You can connect Brex to Puzzle directly from your Brex dashboard and set up accounting in one click; Brex prepares enriched expense data and syncs it to Puzzle’s general ledger. Puzzle ingests posted card transactions (merchant, amount, memo), accounting fields (e.g., category/class/custom fields), and receipt references so entries are categorized and documented automatically. From there, month-end is faster: transactions flow into Puzzle, receipts stay attached, and exports stay consistent with your accounting rules.

Close the Books in Days, Not Weeks

Integrating Puzzle with your banking and expense platforms gives you real-time access to categorized transactions, payment activity, and account balances—automatically categorized to your chart of accounts. No more downloading CSVs, chasing receipts, or waiting for monthly statements.

Spot Trends and Anomalies Instantly

Stay ahead of cash flow shifts and spending patterns with real-time dashboards powered by your banking data. Whether it's tracking burn, runway, or unexpected spikes in card activity, It’s proactive financial insight built for fast-moving team

Automate the Monotonous, Focus on Growth

With direct integrations, tedious tasks like reconciliation, categorization, and duplicate detection happen automatically in the background. That means fewer manual errors for more time focused on what you are building, your customers, and scaling. Puzzle turns your financial ops into a strategic advantage.

Alignment That Instills Investor Confidence

With Puzzle connecting your banking, cards, and accounting, the whole team operates from the same real-time data. Founders stay on top of burn, operators move fast with clarity, and finance teams are always ready with investor-grade reports. When your team is aligned, your numbers tell a story investors can trust.

How to Connect

1
In Brex, go to Accounting → Connect and choose Puzzle.
2
Authorize and confirm which entities/accounts to sync.
3
Map categories/classes/custom fields as needed.
4
Run the first sync and review sample entries/receipts.
5
Keep continuous sync on so new spend posts automatically.

FAQs

What accounting tools integrate with Brex?

Brex connects to modern ERPs—including a direct integration with Puzzle—plus CSV for custom workflows. Choose tools that preserve fields and receipts end-to-end to avoid spreadsheet cleanup.

How do I set up Brex with an AI accounting tool?

In Brex, open Accounting → Connect, pick your ERP (select Puzzle), authorize, and map any fields; Brex will prep expenses and sync them into your ledger automatically.

Do receipts sync with transactions or do I need to upload them separately?

Brex auto-matches and verifies receipts; those references travel with your exported transactions so records in Puzzle stay audit-ready. 

How can I categorize my business expenses automatically?

Connect Brex to Puzzle and let your accounting rules do the heavy lifting. Brex applies merchant- and policy-based logic at the card swipe; Puzzle ingests those transactions with the mapped categories, classes, and custom fields, then learns from your edits. One review creates a durable rule, receipts stay attached, and month-end coding becomes a quick check, not a rebuild.

Can I get real-time budget vs actuals by team or project without spreadsheets?

Yes. Use Brex custom fields (e.g., department, project, location) and map them in Puzzle. As spend posts, entries land in the right buckets automatically, so dashboards reflect live actuals against your budgets. You’ll spot overages early, drill into line items with receipts, and close the month without manual re-tagging.

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