Convert a Brex statement to Excel
Turn a Brex statement PDF into a clean, reconciliation-ready Excel spreadsheet in under a minute — no template setup, including many bank formats that template-based tools struggle with.
How to convert your Brex statement
- Upload the PDF. Drag your Brex statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download Excel. Get a Excel spreadsheet that's ready for your books.
Why BankTidy handles Brex statements that other tools miss
Brex is a financial technology company serving startups and larger businesses with corporate cards and cash management, working with partner banks rather than holding its own bank charter. For bookkeepers, Brex statements typically carry substantial business card and spend activity along with account transfers, presented in Brex's own format geared toward finance teams. BankTidy reads the Brex statement PDF regardless of how the transactions are laid out and reconciles each extracted line to the closing balance shown, so the Excel, CSV, QuickBooks, or Xero export you generate captures the full set of charges and payments.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my Brex statement?
Yes. You upload a statement you already have — there's no Brex login and no account linking. Files are processed only to produce your Excel spreadsheet and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my Brex statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the Excel output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many Brex statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
Don't see your bank? Request it.
Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.