BX
Brokerexpense
How it worksPricingBXConcierge
Built for interdealer brokers who float their own T&E

Steakhouse Tuesdays. The box at MSG. Boca in March. All on your personal card.

The late car home. Year-end gifting. Conference travel. All paid up front, all waiting on reimbursement. Brokerexpense pulls the receipts, matches them to your card, and exports the file your firm wants — so you submit fast and stop chasing yourself.

Solo from $99/mo at launch · Read-only access · No change to your firm's process

// MATCHING RECEIPTS TO CHARGES4/4 MATCHED
◈ INBOXRECEIPTS
GMAILAPR 03
Nobu NYC
Your receipt · Table for 4
$847.20
GMAILAPR 05
Delta Air Lines
E-ticket · JFK → SFO
$4,210.00
OUTLOOKAPR 08
Ritz-Carlton
Folio #4172 · Confirmation
$1,290.00
GMAILAPR 09
Uber Receipts
Trip · E. 54th → JFK
$68.40
▮ CARD ACTIVITYCHARGES
NOBU NYC 57TH ST
04/03$847.20
DELTA AIR LINES
04/05$4,210.00
RITZ-CARLTON HOTEL
04/08$1,290.00
UBER TRIP
04/09$68.40
APR-2026.XLSX
READY → SUBMIT TO FIRM
EXPORT
§ 01 — Positioning

Keep your firm's system. Lose the receipt chase.

If you're floating client dinners, lower-bowl tickets, conference travel for Boca, Vegas, or London, year-end gift baskets to your top accounts, and the late car home — all on your personal card — you already know the routine: search email, cross-check charges, remember who attended, add the desk and purpose, then paste it into Concur or a finance template.

Most expense tools start with a photo of a paper receipt. That is not the real problem for brokers. Most of the time, the receipt is already in email. The hard part is finding it, matching it to the charge, and turning it into something finance will accept.

Brokerexpense is the prep layer before submission. We do not replace your firm's process. We make it fast enough to stop thinking about.

§ 02 — How it works

Connect once. Reuse every month.

STEP 01
Connect your email and card
Connect Gmail or Outlook and your card activity in a few clicks.
STEP 02
We find the receipts
We pull receipt emails, travel confirmations, hotel folios, and rideshare receipts into one place.
STEP 03
We match them to charges
Receipts are matched to the right transactions automatically, with unmatched items flagged for review.
STEP 04
You add the context
Tag the client, desk, attendees, and purpose once.
STEP 05
Export and submit
Download a clean Excel or CSV file for your firm's existing reimbursement workflow.
§ 03 — Pricing

Three tiers. One reimbursement cycle pays for the year.

Solo
For individual brokers
$99/ month
  • 1 card, 1 inbox (Gmail or Outlook)
  • Receipt retrieval and card matching
  • Client / desk / attendee tagging
  • Excel / CSV export
  • Email support
Most popular
Producer
For senior brokers running heavy T&E volume
$249/ month
  • Everything in Solo
  • Multi-card and multi-inbox (Gmail + Outlook + corporate)
  • Priority matching at quarter-end and year-end
  • Quarterly and YTD reporting packs
  • Priority support
Desk
For desk heads rolling out across the floor
$79/ seat
From, 5+ brokers
  • Everything in Producer for each broker
  • Desk-head admin view: every broker's submission status
  • Consolidated invoice and single approval
  • White-glove onboarding for each seat
  • Optional handoff to your desk admin or EA

One reimbursement cycle pulled forward usually pays for a year of Producer.

§ 04 — For desk heads

Roll it out across the floor.

Every broker on your desk is spending an hour or two a month digging through email, and another hour fixing rejected submissions. Across an eight-broker desk, that's a full producing day a month the firm is paying for and you're not getting back.

A desk rollout standardizes how T&E gets prepped on your floor — same export format, same fields, same compliance-ready file every cycle.

From $79 / seat · 5+ brokers
What the desk head gets
  • One view of every broker's submission status, per cycle
  • Consolidated billing — one invoice, one approval, no per-broker expense reports for the tool itself
  • White-glove onboarding for each broker, scheduled around the desk
  • Optional integration with your desk admin or EA for final review before submission
  • A direct line to us during quarter-end and year-end
§ 05 — Built for broker T&E

Built for the way IDB desks actually spend.

Steakhouses and sushi rooms. Sports boxes and tournament weekends. Conference travel for Boca, Vegas, and London. Year-end client gifting. The late car home from the city.

Whether you're on rates, credit, FX, energy, or equity derivatives, the fields your firm asks for are the same — and they're a pain to fill in by hand:

Client or firm
Desk (Rates / Credit / FX / Energy / Equity Derivatives / etc.)
Attendees
Purpose
Notes for submission

Everything ends up in one clean export instead of being pieced together by hand.

Nobu New York
TUE · 8:42PM · CARD ••3007 · $847.20
● MATCHED
CLIENT
Beacon Hill Macro · Rates
DESK
US Rates
ATTENDEES
M. HendersonJ. Doe (BHM)S. Roe (BHM)+ 1
PURPOSE
Q2 client entertainment — post-trade dinner
SRC: GMAIL · 2H AGO
§ 06 — Security

Designed for personal-account access without personal-account anxiety.

Brokerexpense uses read-only connections to retrieve the receipt and transaction data needed to build your reimbursement file.

We do not send, delete, or modify email.
You can revoke access at any time.
// CLOSING

Keep your firm's system.
Lose the monthly admin.

See the sample export and decide if it saves you time.

© 2026 BROKEREXPENSERead-only · Revoke anytime