BX
Brokerexpense
PricingHow it worksBXConcierge
Built for brokers who don't have time to hunt receipts

You make markets. We do your expenses.

Stop hunting receipts at midnight on the 30th. Stop floating six grand on your personal card waiting for finance. Stop getting submissions kicked back.

We pull every receipt, match every charge, flag every gap - before finance ever sees it.

Solo from $149/mo · No card charged today

142 RECEIPTS FOUND128 MATCHED3 POSSIBLE MISSED
// 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
Gmail inboxread-only · receiptsOutlook inboxread-only · foliosCard activityamex · visa · mcTravel & ridesharetrips · hotels · air$847$1.2k$4,210$68.40BX142 / 142 MATCHEDMERCHANT · DATE · AMOUNT · ±$0.05APR-2026.XLSXDATEMERCHANTAMOUNT04/03Nobu NYC847.2004/05Delta · JFK→SFO4,210.0004/08Ritz-Carlton1,290.0004/09Uber · 54th→JFK68.40TOTAL · 142 ITEMS$84,217.60READY → SUBMIT TO FIRM▮
§ 01 - Positioning

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

Brokerexpense does not replace Concur, finance, your EA, or your firm's reimbursement workflow. It sits before all of that.

It handles the annoying prep work before submission: finding receipts, matching them to card charges, flagging missing items, and organizing the context your firm asks for.

Built for broker T&E
-Steakhouses and client dinners
-MSG, Barclays, Chase boxes and lower-bowl seats
-Boca, Vegas, London conferences
-Year-end client gifting
-Late cars and rideshares
-Hotel folios
-Flights and upgrades
-Team and desk outings

The spend is not the issue. The admin is.

§ 02 - Founding broker pricing

Founding broker pricing.

No card charged today. Early access reserves your launch pricing.

All plans connect to your inbox and your cards. Read-only on both.

Solo
Monthly expenses ready in 20 minutes instead of an evening
$149/ month
  • ✓Receipt search across Gmail or Outlook
  • ✓Automatic card-to-receipt matching
  • ✓Missing and forgotten receipt detection
  • ✓Client / desk / attendee / purpose tagging
  • ✓Export to Excel or CSV
  • ✓Copy-paste rows for existing systems
  • ✓Email support
Recommended for senior producers
Producer
When your card statement runs four pages and quarter-end is a sprint
$399/ month
  • ✓Everything in Solo
  • ✓Multiple cards and inboxes (Gmail + Outlook + corporate)
  • ✓Priority matching at quarter-end and year-end
  • ✓Quarterly and YTD reporting packs
  • ✓Priority support
Desk
Stop your floor from leaving money and producing hours on the table
$99/ seat / mo
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

No card charged today. Early access reserves your launch pricing.

§ 03 - How it works

How it works.

01
Connect Gmail or Outlook, then link your cards. Under a minute. Read-only on both.
02
Every receipt found, every charge matched, every missing item flagged - before you submit, not after finance kicks it back.
03
Add client, desk, attendees. Export. You're done.

No firm rollout. No new reimbursement system. Finance doesn't even know we exist.

§ 04 - For desk heads

Roll it out across the floor.

An 8-broker desk burns 24 producing hours every month on expense prep. At your desk's revenue per producing hour, that number probably bothers you more than the $99/seat does.

Same export, same fields, same clean file every cycle. You see who's filed and who hasn't, in one view. No firm rollout. Finance doesn't even know we exist.

$99 / 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 desks actually spend.

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

Rates, credit, FX, energy, equity derivatives - the fields finance asks for are the same, and they're a pain to fill in by hand:

✓Client or firm
✓Desk
✓Attendees
✓Purpose
✓Notes

Everything ends up in one clean file instead of being pieced together at midnight on the 30th.

Nobu New York
TUE · 8:42PM · CARD ••3007 · $847.20
● MATCHED
CLIENT
[SAMPLE] Northbridge 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 - Missing expenses

The best expense is the one you do not forget to claim.

Most brokers leave money on the table every cycle - a rideshare here, a working lunch there, a hotel incidental that slipped through.

Brokerexpense compares your card charges against retrieved receipts and flags anything unmatched. If the receipt exists somewhere in your inbox, we surface it. If it doesn't, we tell you what's missing so you can track it down before you submit - not after finance kicks it back.

⚠ 3 possible missed expenses
UBER TRIP - LGA → MANHATTAN
APR 11 · No receipt found
$62.40
SWEETGREEN - 55TH & MADISON
APR 14 · No receipt found
$34.80
PARKING - NEWARK AIRPORT
APR 16 · No receipt found
$48.00
§ 07 - Security

Your inbox and cards stay yours.

Read-only access, everywhere. We can see what you spent. We can't touch your inbox, can't move money, can't change a thing.

✓Inbox connected via OAuth (Google or Microsoft). We never see your password.
✓Inbox is read-only. We don't send, delete, or modify email.
✓Cards linked through a regulated bank-data provider - the same infrastructure your banking and finance apps already use.
✓Cards are read-only. We see transactions. We can't move money, can't change card details, can't make charges.
✓Encrypted in transit and at rest. US infrastructure.
// CLOSING

Want every receipt ready before your next card closes?

Reserve early access and lock in your launch price.

Find the receipts.Match the charges.Catch what you forgot.Export or copy-paste into the system your firm already uses.

No card today. Just your spot.

© 2026 BROKEREXPENSE