How to Convert a Brex PDF Statement to CSV or Excel
Brex separates statements from reports, and only one of them is a PDF problem.
Statements and reports are different things at Brex
This distinction is the whole page, and getting it right means most people never need a converter.
Brex states it directly: you can only download a statement as a PDF. But a transaction report is a separate artefact, and it exports as XLSX, CSV, HTML or TXT over any date range you enter, from Account → Credit → Transactions. Admins can also pull the accounting journal as .csv, .xlsx or .txt.
So the question to ask before doing anything else is which document you actually need. If you are importing transactions into your books, a report will usually do and it is already structured. If someone has specified a statement — a lender, an auditor, a due diligence checklist — then a statement is what they mean, and that is a PDF.
Quick answer: if a transaction report will do, export XLSX or CSV from Account → Credit → Transactions. If you specifically need the statement, it is PDF only, so convert it.
Brex is unusually good at the surrounding problem
Worth stating plainly rather than pretending otherwise. Brex has the broadest native accounting integration list of any US business banking platform: Campfire, Hanover Park, Microsoft Dynamics 365 Business Central, NetSuite, Puzzle, QuickBooks Online, Rillet, Sage Intacct and Xero on the Essentials tier, with Oracle Fusion and Workday Financials available higher up. Anything not on the list gets Custom Accounting, a universal CSV with an editable template.
Two caveats inside that. Brex states that QuickBooks Desktop does not support a direct sync integration, which catches firms still running the desktop product. And the Xero sync runs every 24 hours carrying the expense date, amount and merchant, so it is a daily feed rather than a live one.
There is also a genuinely useful piece of policy here that most platforms do not match: statements remain accessible after the account is closed. Relay's disappear. Brex's do not, which removes an entire category of panic.
Converting the statements (4 steps)
- Decide which document you need
A Brex statement is PDF only. A transaction report is not. If a report will do, use that. - For a report
Go to Account, then Credit, then Transactions, enter a date range, and download XLSX, CSV, HTML or TXT. - For a statement
Open the documents area and download the PDF for the period you need. - Convert the statement
Go to reconcileiq.com/tool, upload the PDF, verify the totals, and download the CSV.
If you are pulling from the API
Two details in the Transactions API will produce wrong numbers if missed, and both are stated in the documentation rather than being surprises.
Amounts are in minor units. A charge of $42.50 comes back as 4250. Anything treating that as dollars is out by two orders of magnitude, and the error is uniform so it will not look obviously wrong in a total.
Money fields can be signed. Do not assume a category or an endpoint determines direction and then apply your own sign on top, or refunds end up doubling in the wrong direction.
Paging is cursor-based with a posted_at_start filter in RFC 3339. Brex's docs recommend an overlapping lookback window when polling, which is sound advice for any transaction feed where postings can settle late.
What comes out
Brex does not publish the column structure of its statement PDFs, so this page will not describe one. The converter returns the same shape it does for any statement: one normalized sortable date column, descriptions with wrapped lines rejoined, one correctly signed amount column, and the running balance kept separate.
On card statements, the reward and interest summary blocks are discarded rather than read as transactions, which is the usual cause of a converted card statement that will not tie back to the closing balance.
Convert Your Brex Statement
Upload the PDF, check it against the statement's own opening and closing balance, download clean CSV. Your first statement of up to 10 pages converts free on a new account.
Convert your PDF now for freeFrequently Asked Questions
Not the statement itself. Brex states that you can only download a statement as a PDF. What you can export is a transaction report: from Account, Credit, then Transactions, entering a date range, you can download XLSX, CSV, HTML or TXT. From the accounting journal, admins can download .csv, .xlsx or .txt. If a report satisfies what you need, use it rather than converting anything.
Brex does not publish a retention figure, so this page will not state one. What it does state is that business account statements are available in the dashboard within the first week of the following month, that card statements appear as they are generated at the end of each cycle, and, unusually, that if your account has been closed you can still access your statements by logging into your dashboard.
More broadly than any comparable platform. Its Essentials tier lists Campfire, Hanover Park, Microsoft Dynamics 365 Business Central, NetSuite, Puzzle, QuickBooks Online, Rillet, Sage Intacct and Xero, with Oracle Fusion and Workday Financials on higher tiers. Anything unsupported is handled by Custom Accounting, a universal CSV with a template editor. Note that Brex states QuickBooks Desktop does not support a direct sync integration.
Yes. The Transactions API covers card and cash accounts with cursor-based paging and a posted_at_start filter in RFC 3339 format. Two things to know when consuming it: amounts are returned in minor units, and money fields can be signed.
Your first statement of up to 10 pages converts free on a new account. After that it runs on credits, with the cost shown before anything is processed. Files are uploaded and processed on our servers rather than in your browser, which is what allows scanned and photographed statements to work as well as native PDFs.