A third-party login gives your bookkeeper a reliable, direct way to access your account. If an integration breaks, they can keep working while it gets fixed. And if you've been uploading manually, it removes that task from your plate entirely.

• Brex Card account admin

1. Log in to your Brex Online Banking Dashboard
2. Go to Team > Invite your team, and enter the user’s details.
   
   1. First Name: Bench
   2. Last Name: Accounting
   3. Email: thirdpartylogins+business.name@bench.co
3. Turn on the Admin role toggle.
4. Click Select admin role and choose Bookkeeper.
5. Click Send invite. The user will get an email with activation instructions.

Once your bookkeeper confirms access, they'll be able to pull your Brex statement directly, no action needed from you going forward. If anything changes with your Brex account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly.

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My bookkeeper says they can't log in.

Double-check that the email address you entered matches the one your bookkeeper provided, and that the access level is set to Bookkeeper.‍

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Brex sign in page

Brex Add and invite users

Account role types and permissions

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