How to Convert a Brex Statement to Excel or QuickBooks

Brex gives startups corporate cards and a cash account, and it exports data to accounting tools. But when you need the statement itself — a card statement or cash statement PDF for a catch-up, an audit, a due-diligence data room, or a financing round — you're back to converting a PDF. Here's how to turn a Brex statement into Excel, CSV, or a QuickBooks .QBO file.

Get your Brex statement PDF

1. Sign in at brex.com and open the account or card.
2. Go to Statements (Documents / Account).
3. Download the monthly statement PDF — card and cash statements both.

Convert it

1. Open Convert Bank Statements and drop the Brex PDF in.
2. Every transaction is extracted automatically — no template setup.
3. Check the balance badge: Balanced means the statement's opening, spend, and closing figures reconcile.
4. Export as Excel, CSV, QuickBooks (.QBO), or OFX and import into QuickBooks, Xero, or Wave.

Brex-specific tips

• Card statements are credit-side. A Brex card statement is treated with the correct polarity (spend vs. payment), so QuickBooks doesn't read a purchase as income.
• Cash + card in one export are split so each reconciles on its own figures — no flattened mess.
• When the integration export isn't what your accountant wants — they need .QBO/OFX, or the official statement for a data room — converting the PDF is the clean path.
• Scanned or downloaded copies work too; the balance check catches OCR misreads. See the scanned statement guide.

Is it accurate?

Every account is reconciled the way a bookkeeper would check it. If a row breaks the math, it's flagged for review instead of silently exported. Details on our security page.

FAQ

Card statement or cash statement? Both convert — card statements use credit-card polarity, cash statements use deposit polarity.

Is my data safe? Your PDF is never stored and never used to train AI. See our Privacy Policy.

How much does it cost? 15 free pages on sign-up. Page packs start at $12 and never expire. See pricing.

Convert a Brex statement now →

Related guides

• Convert a Mercury statement
• Convert a bank statement to QuickBooks (.QBO)
• Catch-up bookkeeping: convert a year of statements
• Convert a scanned bank statement (OCR)

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Not affiliated with or endorsed by Brex. Brex is a financial technology company, not a bank; banking services provided by its partner banks. Brex is a trademark of Brex Inc.