In your Brex dashboard, click Team and then Users and cards on the left side menu bar.
Click Invite User on the right hand side.
Enter Pilot's information:
Email address: username@vip.pilot.com
Role: Bookkeeper
Budget: Skip or $0
Click on Send Invites.
Pilot will receive an activation email from Brex.
Pilot uses Brex's QBO integration (not Brex's Expensify integration) and can help you through that setup process.
Who are you and why should I trust you?
Pilot provides bookkeeping, CFO, and tax services for literally thousands of startups and growing businesses. We've successfully processed over 10 million transactions for our customers and have unparalleled expertise when it comes to accurately categorizing financial data.