Upload a Brex business account or corporate card PDF statement and get a clean Excel (.xlsx) or CSV file with every transaction in its own row, ready for bookkeeping, board reporting, and investor diligence.
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Brex is a finance platform built for startups and growing companies, pairing a corporate card with a business account that covers checking, treasury, and a cash vault. It is a financial technology company, not a chartered bank: the business account's checking is provided by Column N.A. (Member FDIC), and treasury and vault services run through Brex Treasury LLC, with uninvested cash swept across partner banks for FDIC coverage up to $6 million. The statements Brex generates, both the account statement and the corporate card statement, come as PDFs. That PDF is the document an accountant, lender, or investor asks for during diligence, and a PDF is hard to total, filter, or reconcile. This converter turns the Brex statement back into clean rows you can actually work with.
Date, description, amount, and balance land in their own columns so you can sort, total, and categorize spend without retyping a single Brex transaction.
Built-in OCR pulls transactions out of scanned or forwarded statements, so a bookkeeper who only received the PDF can convert it without admin access to the Brex dashboard.
Amounts and balances are preserved line by line, so the export reconciles against the opening and closing figures on your Brex statement, which is what auditors check.
Four steps, no software to install.
In Brex, open Accounts or Card, go to statements, choose the period, and download the account or card statement as a PDF.
Drop the PDF into the converter at the top of this page. Password-protected files are detected on upload.
The transactions are read into rows. Check the preview and pick the columns you want to keep.
Download a clean .xlsx or .csv file, ready for QuickBooks, Xero, NetSuite, or your own spreadsheet.
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Brex spans two statement types, the business account statement and the corporate card statement, and each carries different line formats. The converter keeps the detail intact so nothing has to be re-entered by hand.
Export to Excel (.xlsx) for analysis or CSV for clean imports. The CSV maps neatly into accounting tools so you can bring Brex activity straight into your books.
Download the statement as a PDF from your Brex account or card, then upload it to the converter at the top of this page. It reads each transaction into rows and lets you export a clean Excel (.xlsx) or CSV file. The whole process takes about a minute per statement and needs no software install.
Log in to Brex, open the business account or the corporate card, and go to the statements area. Choose the period you need and download it as a PDF. Brex generates monthly statements for the account and for card spend, and from there you can upload the PDF here to turn it into Excel or CSV for your books.
Brex is a financial technology company, not a chartered bank. The business account's checking is provided by Column N.A. (Member FDIC), while treasury and vault services run through Brex Treasury LLC, with cash swept across partner banks for FDIC coverage up to $6 million. Your statement may reference those partners, but the converter reads the PDF the same way regardless of which name appears.
Brex syncs live transactions to QuickBooks, NetSuite, and Xero, which is great for ongoing bookkeeping. The PDF statement is a different need: it is the official record auditors, lenders, and investors ask for, it covers closed or historical periods, and bookkeepers often receive only the PDF. Converting it gives you that exact document as clean spreadsheet data.
Yes. The converter exports a clean CSV with dates, descriptions, amounts, and balances in separate columns, which maps into QuickBooks, Xero, NetSuite, or any tool that imports bank transactions. You pick the columns you want before downloading, so the file matches the import format your accounting software expects.
It handles both. Built-in OCR reads scanned or forwarded statements, not just clean digital downloads. Password-protected PDFs are detected the moment you upload them, so you can unlock the file and convert it without losing any transaction detail along the way.
Yes. Amounts are preserved line by line and dates keep their original order, so the converted file ties out against the opening and closing figures on your Brex statement. That accuracy is what makes the export usable for reconciliation and audits instead of just a rough copy.
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