How to Convert a Brex Statement to Excel or QuickBooks
Turn a Brex card or cash statement PDF into Excel, CSV, or a QuickBooks .QBO file — every balance verified — for catch-up bookkeeping, audits, or a financing round.
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
- Sign in at brex.com and open the account or card.
- Go to Statements (Documents / Account).
- Download the monthly statement PDF — card and cash statements both.
Convert it
- Open Convert Bank Statements and drop the Brex PDF in.
- Every transaction is extracted automatically — no template setup.
- Check the balance badge: Balanced means the statement's opening, spend, and closing figures reconcile.
- 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 auto-deleted in 24 hours 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)
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.
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