Convert a Brex bank statement to Excel
Convert a Brex statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. 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.
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.
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.
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.
Review target
Flagged rows, opening and closing balances.
Watch-outs for Brex statements
Brex can shift column roles across account types or pages. Review the detected columns before exporting.
Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.
Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.
How to convert a Brex statement
- 1
Download your Brex statement as a text-based PDF from online banking.
- 2
Drop the PDF into the local converter on this page.
- 3
Review detected columns, opening and closing balances, and every flagged row.
- 4
Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.
Frequently asked questions
No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your Brex statement is not uploaded or sent to an AI service.
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.
Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.
Updated · StatementSift team