I am excited to announce the corporate partnership of CFO Plans with Brex. All of our new and existing clients will benefit in multiple ways. CFO Plans is known for managing the entire back-office accounting operations for mid-sized companies with the highest quality, and I believe this partnership is another step forward in delivering what we are known for.
Both CFO Plans and Brex serve a similar market segment: technology-driven and service-oriented. While both CFO Plans and Brex benefit from this partnership, the real beneficiaries are the businesses we serve.
-Gary Hewamadduma, CEO of ‘CFO Plans’
Exclusive Brex Offer for CFO Plans clients
- 10,000 bonus points
- Waived card fees for life
- Access to the highest ROI rewards program on the market
- 2%+ cashback
- $100k in AWS Activate credits
- 20% off Zoom
CFO Plans Value Proposition
Quality:
- Specific industry experts
- Big-4 alumni
- Cloud-based
- Constant team access
- Real-time accounting
- Proprietary customer dashboard ( https://www.cfoplans.com/why-cfo-plans)
Agility:
- Dedicated team working for each customer with reputed systems
Price:
- Fixed monthly subscription with no hidden costs
- No long-term contracts (https://www.cfoplans.com/pricing)
Brex Plans Value Proposition
Differentiated underwriting
- No personal guarantee or collateral deposits
- Expedited underwriting and instant approval for $1M+ limits (5-10 minutes)
Better technology
- Expense and receipt capture made easy
- Full visibility into company spend
- Best in class integrations with software partners
- Controls and security for admins to administer their corporate card programs
Vertical-by-vertical approach (examples)
- Tech corporate card: 1.5%+ in cashback
- Life sciences card: 2x rewards on lab supplies
- Professional services card: Broad SIC code list
Interested in learning more about this exclusive offering through CFO Plans? Please reach out directly to cfoplans@brex.com
