Convert a Brex bank statement to Excel
Convert a Brex statement PDF to Excel or CSV right in your browser — date, description, amount and balance are detected automatically, with a row-by-row balance check, and your statement is never uploaded. Brex statements use this layout: Brex depends on the account: corporate Card statements show two dates (Trans Date and Post Date) plus merchant Description and charge Amount with no running balance, while Brex Cash / Business Account statements show Date, Description, a single signed Amount, and a running Balance. Check first whether you're looking at a card statement or a cash account. Text-based PDFs downloaded from Brex online banking convert most accurately.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
How we read a Brex statement
- Columns：Brex depends on the account: corporate Card statements show two dates (Trans Date and Post Date) plus merchant Description and charge Amount with no running balance, while Brex Cash / Business Account statements show Date, Description, a single signed Amount, and a running Balance. Check first whether you're looking at a card statement or a cash account.
- Date format：MM/DD/YYYY
- Best source：In the Brex dashboard, download the official PDF from Statements (corporate card) or Accounts → Statements (Brex Cash) — a text-based PDF, not a screenshot or exported image of the transaction list, because the card's dual-date columns shift out of alignment when captured as an image.
Watch-outs for Brex statements
- Brex statements mix layouts across account types, so the column roles can shift between pages. Skim the detected columns before exporting and lean on the balance check for any page that looks off.
- Multi-line descriptions (a long merchant name wrapped onto two lines) are the most common cause of a shifted row — if a row doesn't reconcile, that's the first thing to check.
- Transactions that carry over a page break, and the opening/closing balance lines, are handled separately from regular rows; verify the first and last rows of each page after a multi-page statement.
How to convert a Brex statement
- 1Download your Brex statement as a PDF from online banking.
- 2Drop the PDF into the converter below — it parses locally.
- 3Review the detected columns and the balance check; verify any flagged rows.
- 4Export to Excel, CSV, or QuickBooks/OFX.
Frequently asked questions
No. The entire conversion — reading the PDF, detecting columns, the balance check and building the Excel file — runs locally in your browser. Your Brex statement is never uploaded or sent to any AI.
In the Brex dashboard, download the official PDF from Statements (corporate card) or Accounts → Statements (Brex Cash) — a text-based PDF, not a screenshot or exported image of the transaction list, because the card's dual-date columns shift out of alignment when captured as an image.
Brex text-based PDFs are in the sweet spot and convert accurately at the row level. Either way, verify key figures before use — the row-by-row balance reconciliation flags suspect rows for you.
Updated · StatementSift team