Sales Account Executive | VAT IT
Sales Director | VAT IT
Customer Success Manager | Brex
Every year, businesses generate more reclaimable tax than most finance teams ever see. Not because the money isn’t there, but because it moves through the same channels that make it easy to overlook: corporate card spend, digital invoices, cross-border transactions, and the everyday expenses nobody flags as a tax event.
As spend becomes more distributed and more global, tax recovery stops being a once-a-year cleanup exercise and starts becoming a design question: is your process built to catch this value as it happens, or only to chase it after the fact?
In this session, we look at where reclaimable tax typically goes missing across both foreign and domestic spend, why manual, periodic reviews structurally miss it, and what it actually takes to identify recovery opportunities consistently and at scale.
We’ll also look at how Brex and VAT IT approach this together, connecting expense capture directly to the reclaim process so that recovery happens continuously, as spend happens, rather than in an annual scramble.
Tax recovery is getting harder to manage manually, not because the rules have changed dramatically, but because spend itself has changed. Distributed teams, cross-border vendor relationships, and the sheer volume of digital transactions running through corporate card programs mean finance teams are working with more fragmented data than ever. At the same time, tax authorities across multiple jurisdictions are moving toward more structured, digital reporting requirements, which raises the bar for consistency and documentation.
The result is a widening gap between the tax businesses are entitled to reclaim and the tax they actually recover. Closing that gap isn’t about working harder during quarter-end reviews. It’s about rethinking where in the process recovery should happen at all.
This session is built for CFOs, CEOs, and other C-suite executives, along with finance leaders at director level and above, including controllers, finance directors, and tax managers. It’s also a valuable watch for accounting firms looking to bring deeper insight to their clients.
The integration is built on a simple premise: tax recovery should be a natural byproduct of how spend already flows through your business, not a separate process layered on top of it. It runs on a secure API connection, so once set up, it works continuously in the background with minimal IT involvement on your side.
Most tax recovery inefficiency doesn’t come from missing invoices. It comes from timing and consistency: claims that expire before they’re filed, or transactions that fall through the cracks between departments, cardholders, and systems. Automating capture at the point of spend removes the dependency on someone remembering to act before a deadline.
For a CFO or finance director, the shift is straightforward: more tax recovered, and less time spent recovering it.
Instead of relying on periodic manual reviews that inevitably miss transactions, the integration ensures every eligible transaction within Brex is assessed consistently. Foreign and domestic tax are handled through their own frameworks, and ERP-ready outputs mean recovered amounts can be reconciled without extra admin.
For businesses operating across multiple jurisdictions, that level of consistency is difficult to sustain manually, and the cost of not achieving it isn’t just inefficiency. It’s recoverable tax left on the table, quarter after quarter, at a scale that compounds as the business grows.
There’s also a longer-term shift worth naming: as recovery becomes automated and continuous, it frees finance teams from being the bottleneck in the process. Time that used to go into chasing invoices and reconciling claims can go into the analysis and forecasting work that actually shapes decisions, while the mechanics of reclaim run in the background.
