1. Log in to Brex and navigate to your dashboard

2. Go to Team > User and click on "Invite User", by email not external parter

3. Enter the following requested information - Use a real SSN

First name: Flow

Last name: Finance

Email: Please use your account specific FlowFi email address!

4. Select the the "Bookkeeper" role

5. Clicking send and we should receive the invitation!

*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.