In order to track and analyze your finances and provide you an at-a-glance dashboard of your finances, your team needs access to your existing accounts. Follow the instructions below from Brex to allow inDinero to download your account activity.
Step 1: In your Brex dashboard, click "Cards and Users"
Step 2: Click "Add User"
Step 3: Enter the requested information and select the role you would like that team member to have (Bookkeeper).
- Full Name: inDinero Financeteam
- Email: yourcompanyname@inDinero.com (e.g. if your company name is Evolve Enterprises, the online ID should be evolveenterprises@inDinero.com)
- Phone number: 415-580-1571
- User ID: yourcompanyname8
(e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
Step 4: Click on Send Invites.
Step 5: The invited team member(s) will receive an email from Brex. Advise them to open the email and follow the instructions in order to activate their Brex account.