Brex growth playbook

Allow /partners/accounting (and the other public partner pages) in robots.txt while keeping private partner paths blocked, add them to the sitemap, and request indexing in Search Console. Then point the accounting content (the accountant-shortage articles, ProAccess help pages) at the partner page.

The partner team's main landing page starts appearing for the searches accountants make, so each new partner manager inherits inbound sign-ups instead of only cold outreach.

User-agent: *
Allow: /partners/accounting
Allow: /partners/embedded
Disallow: /partners/
Disallow: /lp/
Disallow: /api/
Sitemap: https://www.brex.com/sitemap/sitemap.xml

# then: add /partners/accounting to the sitemap and request indexing

• Exposing pages meant to be private

  List every /partners/ URL first and allow only the public ones.

• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source
• Your websitebrex.com/robots.txt (checked October 21, 2026) has "Disallow: /partners/", which blocks /partners/accounting, the page titled "Become a Brex accounting partner and elevate your business", even though that page asks to be indexed ("index,follow") and declares itself canonical. It is also not among the 1,489 URLs in the sitemap.Source
• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• Competitor researchRamp's robots.txt also disallows /partners/, but ramp.com/accountants redirects to /partner-resources, a crawlable page; Ramp's sitemaps include a per-diem calculator, a "charge finder", a VC database and vendor pages. BILL's homepage title is "Financial Operations Platform for Businesses & Firms".See the research Source
• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source

Replace the 2024 links with the latest release notes and the MCP launch, add the number of partner firms and referrals, two partner case studies, a short "why recommend Brex now" section covering Capital One ownership, and a comparison of partner benefits.

Current proof answers a firm's first question, "will this program still be here", and lifts sign-ups from the page.

• Comparison claims go stale

  Date the table and review quarterly.

• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• Your websiteApril 7, 2026: "Capital One Financial Corporation (NYSE: COF) today announced that it has completed its acquisition of Brex"; Richard Fairbank called it "a gamechanger for business customers" and Pedro Franceschi continues as CEO. A visit to brex.com/capitalone shows a page-not-found message.Source
• Your websiteOctober Early Access: "11 new features and upgrades", including "19 new ways for you to use Brex inside Claude and ChatGPT" through the Brex MCP, to "create, lock, cancel, and edit cards".Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source

Agree definitions (card acceptance, local cards, payments, entities) and use them everywhere, then refresh the homepage metrics with current data and date them.

Consistent, recent numbers are more believable and easier for sales and partners to repeat.

• Lower updated numbers

  Explain the definition next to the figure.

• Your websiteHomepage: "Modern cards, banking, expenses, accounting, and more - in 120+ countries", "Trusted by 35,000+ top companies", savings figures "based on internal metrics from March 2025". Capital One appears only in the footer ("Brex LLC is a wholly owned subsidiary of Capital One, N.A."). The pricing page says cards are "accepted in 210+ countries and territories", the accounting partner page says "100+ countries", and job posts say "more than 200 markets".Source
• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• Google PageSpeedReal Chrome visitors to brex.com pass Core Web Vitals: LCP 1.07 s, INP 94 ms and CLS 0.03 at the 75th percentile (Chrome UX Report, October 2026), so site speed is not a growth constraint.Source

Add "a Capital One company" near the hero, and build a page for Capital One business customers: what Brex adds to their banking, how to apply, any offer, and a tracked source code. Give Capital One teams that link.

A trusted bank name lowers the risk a finance team feels when switching cards, and a dedicated page makes the new lead source measurable.

• Brand rules between companies

  Get Capital One brand approval first.

• HiringDirector, Marketing Operations (posted October 16, 2026): "Your operating mandate runs from lead capture through qualified meetings"; a funnel "across enterprise sales and self-serve motions, including Brex and Capital One integrations"; "Design scalable workflows ... including emerging Capital One lead sources"; owns Marketo, Salesforce, LeanData, web/CMS; goals include "speed-to-lead" and "routing accuracy".Source
• Your websiteApril 7, 2026: "Capital One Financial Corporation (NYSE: COF) today announced that it has completed its acquisition of Brex"; Richard Fairbank called it "a gamechanger for business customers" and Pedro Franceschi continues as CEO. A visit to brex.com/capitalone shows a page-not-found message.Source
• Your websiteHomepage: "Modern cards, banking, expenses, accounting, and more - in 120+ countries", "Trusted by 35,000+ top companies", savings figures "based on internal metrics from March 2025". Capital One appears only in the footer ("Brex LLC is a wholly owned subsidiary of Capital One, N.A."). The pricing page says cards are "accepted in 210+ countries and territories", the accounting partner page says "100+ countries", and job posts say "more than 200 markets".Source

Create a distinct lead source and LeanData route for Capital One referrals, send them to a named team with a 15-minute response target, pass the banker's context to the rep, and report conversion separately from other sources.

Warm referrals convert best when they are handled quickly and by people who know the context.

• Low volume at first

  Combine with other partner referrals until volume grows.

• HiringDirector, Marketing Operations (posted October 16, 2026): "Your operating mandate runs from lead capture through qualified meetings"; a funnel "across enterprise sales and self-serve motions, including Brex and Capital One integrations"; "Design scalable workflows ... including emerging Capital One lead sources"; owns Marketo, Salesforce, LeanData, web/CMS; goals include "speed-to-lead" and "routing accuracy".Source
• HiringStaff Software Engineer, Acquisition (posted September 28, 2026): the group "owns the customer journey from first touch to first value: helping prospective customers discover Brex, apply, get approved, onboard quickly" and "reduces time to first transaction". Senior Marketing Operations Manager (September 8): a "B2B sales-led and channel-driven GTM engine" on Salesforce, Marketo, LeanData, ZoomInfo, Qualified, Outreach and Clay.Source
• Your websiteApril 7, 2026: "Capital One Financial Corporation (NYSE: COF) today announced that it has completed its acquisition of Brex"; Richard Fairbank called it "a gamechanger for business customers" and Pedro Franceschi continues as CEO. A visit to brex.com/capitalone shows a page-not-found message.Source

Add a "Refer a client" button in ProAccess that pre-fills the firm and shows the partner's tier progress, with a co-branded email the accountant can send. Credit the referral automatically.

Removing steps from referring raises referrals from firms that already like Brex.

• Spammy referrals

  Pay only on approved accounts.

• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source
• HiringStaff Software Engineer, Acquisition (posted September 28, 2026): the group "owns the customer journey from first touch to first value: helping prospective customers discover Brex, apply, get approved, onboard quickly" and "reduces time to first transaction". Senior Marketing Operations Manager (September 8): a "B2B sales-led and channel-driven GTM engine" on Salesforce, Marketo, LeanData, ZoomInfo, Qualified, Outreach and Clay.Source

In each priority city, co-host a dinner with one or two partner firms: the firm invites clients, Brex brings a customer speaker and a short demo, and sales follows up with the firm in the loop. Track pipeline by event and partner.

Partner-invited guests show up and buy at higher rates, and the firm earns referral credit.

• Firms worry about client relationships

  Let the firm lead the invitation and follow-up.

• HiringSenior Field Marketing Manager (remote, posted October 20, 2026): "Commercial represents one of Brex's largest growth opportunities"; campaigns "may include executive and customer events, industry programs, direct mail, digital experiences, partner activations, webinars, account-based plays"; from "regional programs to targeted dinners".Source
• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source

Give every partner a unique link and form, match partner referrals in LeanData, show each partner their referrals and status in ProAccess or a portal, and report partner-sourced and partner-influenced pipeline weekly.

Clean attribution lets Brex invest in the partners that bring revenue and keeps partners motivated.

• Disputes over credit

  Publish clear rules.

• HiringStaff Software Engineer, Acquisition (posted September 28, 2026): the group "owns the customer journey from first touch to first value: helping prospective customers discover Brex, apply, get approved, onboard quickly" and "reduces time to first transaction". Senior Marketing Operations Manager (September 8): a "B2B sales-led and channel-driven GTM engine" on Salesforce, Marketo, LeanData, ZoomInfo, Qualified, Outreach and Clay.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source
• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source

Run a monthly CPE-eligible webinar open to all accountants, with registration that asks firm size and client count, and offer partner sign-up at the end. Recordings become content for the partner page.

Accountants who learn on Brex are far more likely to recommend it, and registrations are qualified partner leads.

• Sales pitch spoils CPE

  Keep sessions educational.

• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source

Pick matched markets, run CTV and programmatic in half and hold out the rest for eight weeks, and measure lift in branded search, direct traffic, sign-ups and Commercial pipeline. Scale only what shows lift.

A test answers the budget question with evidence and protects the channel if it works.

• Too small to detect

  Size the test before buying media.

• HiringPaid media hiring (September and October 2026): a Brand Marketing Lead for integrated campaigns across "Paid Social, OOH, CTV, Digital Video, Sponsorships" with "brand lift" measurement; a Growth Marketing Lead, Programmatic & Video to "prove their incremental impact" with "attribution, incrementality, geo/holdout tests"; a Senior Growth Marketing Manager, Paid Social with "Meta as the core growth driver" who will improve "conversion signals, CAPI, and offline conversion tracking".Source
• HiringSenior Field Marketing Manager (remote, posted October 20, 2026): "Commercial represents one of Brex's largest growth opportunities"; campaigns "may include executive and customer events, industry programs, direct mail, digital experiences, partner activations, webinars, account-based plays"; from "regional programs to targeted dinners".Source
• Your websiteHomepage: "Modern cards, banking, expenses, accounting, and more - in 120+ countries", "Trusted by 35,000+ top companies", savings figures "based on internal metrics from March 2025". Capital One appears only in the footer ("Brex LLC is a wholly owned subsidiary of Capital One, N.A."). The pricing page says cards are "accepted in 210+ countries and territories", the accounting partner page says "100+ countries", and job posts say "more than 200 markets".Source

Send server-side events for approved account, first card swipe and qualified opportunity, with value, and switch campaigns to optimise for approved accounts once volume allows.

The platform finds more people like real customers, lowering cost per approved account.

• Too few approvals for learning

  Use first swipe or qualified lead as a proxy.

• HiringPaid media hiring (September and October 2026): a Brand Marketing Lead for integrated campaigns across "Paid Social, OOH, CTV, Digital Video, Sponsorships" with "brand lift" measurement; a Growth Marketing Lead, Programmatic & Video to "prove their incremental impact" with "attribution, incrementality, geo/holdout tests"; a Senior Growth Marketing Manager, Paid Social with "Meta as the core growth driver" who will improve "conversion signals, CAPI, and offline conversion tracking".Source
• HiringStaff Software Engineer, Acquisition (posted September 28, 2026): the group "owns the customer journey from first touch to first value: helping prospective customers discover Brex, apply, get approved, onboard quickly" and "reduces time to first transaction". Senior Marketing Operations Manager (September 8): a "B2B sales-led and channel-driven GTM engine" on Salesforce, Marketo, LeanData, ZoomInfo, Qualified, Outreach and Clay.Source
• HiringDirector, Marketing Operations (posted October 16, 2026): "Your operating mandate runs from lead capture through qualified meetings"; a funnel "across enterprise sales and self-serve motions, including Brex and Capital One integrations"; "Design scalable workflows ... including emerging Capital One lead sources"; owns Marketo, Salesforce, LeanData, web/CMS; goals include "speed-to-lead" and "routing accuracy".Source

Build a page for established small businesses with their concerns (credit without venture funding, bill pay, accountant access, rewards), stories from the 61 customer stories that fit, and a path to Essentials or a demo.

Prospects who see themselves on the page convert better, and field campaigns get a landing page.

• Underwriting fit

  Align messaging with approval criteria.

• HiringSenior Field Marketing Manager (remote, posted October 20, 2026): "Commercial represents one of Brex's largest growth opportunities"; campaigns "may include executive and customer events, industry programs, direct mail, digital experiences, partner activations, webinars, account-based plays"; from "regional programs to targeted dinners".Source
• Your websitePricing: Essentials "$0 user/month" for startups and growing companies; Premium "$12 user/month" for mid-sized companies; Enterprise and Smart Card on custom pricing. Solutions pages cover startups, mid-size companies, enterprise, private equity, venture capital, ecommerce and sciences, with 11 industry pages and no page for established small businesses.Source
• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source

Measure the funnel from sign-up to approval, first card, first swipe and accounting connection; remove the biggest drop-off first (for example, documents or bank connection), and add an in-product checklist and day-2 nudge.

Faster activation raises revenue per sign-up and gives paid channels better signals.

• Compliance steps cannot be removed

  Make them clearer and faster instead.

• HiringStaff Software Engineer, Acquisition (posted September 28, 2026): the group "owns the customer journey from first touch to first value: helping prospective customers discover Brex, apply, get approved, onboard quickly" and "reduces time to first transaction". Senior Marketing Operations Manager (September 8): a "B2B sales-led and channel-driven GTM engine" on Salesforce, Marketo, LeanData, ZoomInfo, Qualified, Outreach and Clay.Source
• Your websitePricing: Essentials "$0 user/month" for startups and growing companies; Premium "$12 user/month" for mid-sized companies; Enterprise and Smart Card on custom pricing. Solutions pages cover startups, mid-size companies, enterprise, private equity, venture capital, ecommerce and sciences, with 11 industry pages and no page for established small businesses.Source
• HiringPaid media hiring (September and October 2026): a Brand Marketing Lead for integrated campaigns across "Paid Social, OOH, CTV, Digital Video, Sponsorships" with "brand lift" measurement; a Growth Marketing Lead, Programmatic & Video to "prove their incremental impact" with "attribution, incrementality, geo/holdout tests"; a Senior Growth Marketing Manager, Paid Social with "Meta as the core growth driver" who will improve "conversion signals, CAPI, and offline conversion tracking".Source

Build three tools: a per-diem calculator by city, an expense policy builder that outputs a policy document, and a card-limit planner. Each ends with "do this automatically in Brex".

Useful tools earn search traffic and links and reach finance staff at the moment they work on policy.

• Rates out of date

  Update from official sources each year.

• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source
• Competitor researchRamp's robots.txt also disallows /partners/, but ramp.com/accountants redirects to /partner-resources, a crawlable page; Ramp's sitemaps include a per-diem calculator, a "charge finder", a VC database and vendor pages. BILL's homepage title is "Financial Operations Platform for Businesses & Firms".See the research Source
• Your websitePricing: Essentials "$0 user/month" for startups and growing companies; Premium "$12 user/month" for mid-sized companies; Enterprise and Smart Card on custom pricing. Solutions pages cover startups, mid-size companies, enterprise, private equity, venture capital, ecommerce and sciences, with 11 industry pages and no page for established small businesses.Source

Build one campaign theme that pairs Brex's product promise ("Finance built for speed and control") with the backing of a major bank, launch it in test markets alongside the geo holdout, and measure awareness, consideration and branded search.

A clear new reason to trust Brex lifts every lower-funnel channel.

• Brand confusion between companies

  Keep Brex as the hero brand.

• HiringPaid media hiring (September and October 2026): a Brand Marketing Lead for integrated campaigns across "Paid Social, OOH, CTV, Digital Video, Sponsorships" with "brand lift" measurement; a Growth Marketing Lead, Programmatic & Video to "prove their incremental impact" with "attribution, incrementality, geo/holdout tests"; a Senior Growth Marketing Manager, Paid Social with "Meta as the core growth driver" who will improve "conversion signals, CAPI, and offline conversion tracking".Source
• Your websiteApril 7, 2026: "Capital One Financial Corporation (NYSE: COF) today announced that it has completed its acquisition of Brex"; Richard Fairbank called it "a gamechanger for business customers" and Pedro Franceschi continues as CEO. A visit to brex.com/capitalone shows a page-not-found message.Source
• Your websiteHomepage: "Modern cards, banking, expenses, accounting, and more - in 120+ countries", "Trusted by 35,000+ top companies", savings figures "based on internal metrics from March 2025". Capital One appears only in the footer ("Brex LLC is a wholly owned subsidiary of Capital One, N.A."). The pricing page says cards are "accepted in 210+ countries and territories", the accounting partner page says "100+ countries", and job posts say "more than 200 markets".Source

Build the directory on brex.com: a page per partner firm and pages by city and specialty, each with the firm's services and a contact form. Businesses find accountants; firms get leads; Brex gets both.

It turns the partner program into a two-sided channel that brings partners and customers together, and gives partners a reason to climb tiers.

• Thin pages

  Require a complete profile before publishing.

• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source

Give business bankers a simple referral flow and co-branded onboarding that keeps their relationship visible, with joint account reviews for larger clients. Train bankers with a short course and give them the Capital One page from idea 4.

A bank-sized referral channel can outgrow paid media, at a lower CAC.

• Overlap with Capital One cards

  Agree which clients each product serves.

• #4 A page for Capital One business customers, and "a Capital One company" above the fold
• #5 Separate routing and a speed-to-lead target for Capital One referrals

• HiringDirector, Marketing Operations (posted October 16, 2026): "Your operating mandate runs from lead capture through qualified meetings"; a funnel "across enterprise sales and self-serve motions, including Brex and Capital One integrations"; "Design scalable workflows ... including emerging Capital One lead sources"; owns Marketo, Salesforce, LeanData, web/CMS; goals include "speed-to-lead" and "routing accuracy".Source
• Your websiteApril 7, 2026: "Capital One Financial Corporation (NYSE: COF) today announced that it has completed its acquisition of Brex"; Richard Fairbank called it "a gamechanger for business customers" and Pedro Franceschi continues as CEO. A visit to brex.com/capitalone shows a page-not-found message.Source
• Competitor researchRivals' own homepages: Ramp, "Spend Management, Corporate Cards & Accounts Payable Solutions"; Mercury, "Online Business Banking For Startups, Small Businesses & Scaling Companies"; Navan, "The #1 Corporate Travel Management Platform" (a Brex partner); American Express and Capital One's own business cards compete for the same card spend.See the research Source

Publish a quarterly benchmark for firms, co-brandable by partners at higher tiers, with anonymised, aggregated data by industry and size. Partners send it to clients with their logo and a Brex invitation.

Partners get a valuable client touchpoint, and every copy they send markets Brex.

• Revealing customer data

  Suppress small groups.

• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source
• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source

Publish demos and a guide for firms: asking an AI assistant for unreviewed expenses across clients, missing receipts, or cards to lock, using the MCP with ProAccess permissions. Feature it on the partner page and in CPE sessions.

It makes Brex the AI-friendly choice for firms, a reason to recommend it over rivals.

• Data access concerns

  Explain permissions and audit logs clearly.

• Your websiteOctober Early Access: "11 new features and upgrades", including "19 new ways for you to use Brex inside Claude and ChatGPT" through the Brex MCP, to "create, lock, cancel, and edit cards".Source
• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source

Trigger a live chat with a rep (or a fast meeting booking) for known target accounts and repeat visitors on pricing and comparison pages, and record source and outcome.

Talking at the point of comparison wins deals that would otherwise go to a rival's form.

• Annoying pop-ups

  Trigger only on intent signals.

• HiringStaff Software Engineer, Acquisition (posted September 28, 2026): the group "owns the customer journey from first touch to first value: helping prospective customers discover Brex, apply, get approved, onboard quickly" and "reduces time to first transaction". Senior Marketing Operations Manager (September 8): a "B2B sales-led and channel-driven GTM engine" on Salesforce, Marketo, LeanData, ZoomInfo, Qualified, Outreach and Clay.Source
• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source
• Your websitePricing: Essentials "$0 user/month" for startups and growing companies; Premium "$12 user/month" for mid-sized companies; Enterprise and Smart Card on custom pricing. Solutions pages cover startups, mid-size companies, enterprise, private equity, venture capital, ecommerce and sciences, with 11 industry pages and no page for established small businesses.Source

Offer partners a quarterly "automation audit" showing how much work Brex removes per client, plus a shared jobs board or talent newsletter for partner firms.

Firms that save staff time with Brex recommend it to more clients.

• Off-core effort

  Keep it small and tied to automation.

• Your websiteSitemap: 8 comparison pages (Amex, Ramp, Bill, Divvy, Concur, Airbase, Mercury, Expensify); 52 free tool pages, all of them mileage-reimbursement calculators; 61 customer stories; a monthly Brex Benchmark series; and accounting content such as "accountant-shortage" and a controller's guide to the accountant shortage.Source
• Your website/partners/accounting: "Brex for accounting firms"; ProAccess to manage many clients with one login; tiers Gold (1-9 referrals), Platinum (10-29) and Diamond (30+) with revenue share; perks include "Inclusion in Find-An-Accountant Directory", "Brex.com branded webpage", "Co-hosted events & webinars" and "CPE session and credits"; the directory link goes to a separate subdomain, partners.brex.com; "See what's new" links to the Fall Release 2024 page, and the featured post is from October 22, 2024.Source
• HiringThree accounting-channel roles: Accounting Partner Growth Manager (San Francisco, posted October 6, 2026), Accountant Partnerships Manager (New York, October 6) and Partnerships Manager, Accounting Channel (New York, August 3). Each says "Brex's Accounting Channel is undergoing exponential growth", asks for "transforming these connections into a steady stream of client referrals" and to "drive co-marketing opportunities".Source