Excel · CSV · QBO · XeroBrex Statement to Excel Converter
Convert Brex statement PDFs into clean, structured Excel spreadsheets. Brex provides corporate cards and a business cash account, and its monthly statements list card spend, payments, transfers and fees — FlowParse reads them and rebuilds every transaction as an editable row with date, merchant or description, and a signed amount.
Scanned or digital · multi-page · balance-validated · duplicates removed
Brex is built for spend management, but month-end, audits and tax prep still need a clean spreadsheet your accountant can use. Instead of stitching together exports, upload the monthly statement PDF, let the AI extract it in seconds, review the editable preview, and export to Excel, CSV or a QuickBooks-ready file — with balances validated before you download.
AI extraction, no templates
Reads this bank's layout with no per-bank setup.
Every column preserved
Date, description, amount, balance and every extra field, 1:1.
Balance-validated
Opening + transactions = closing, checked on every file.
Scanned & multi-page
OCR for image PDFs; long statements stitched into one list.
What FlowParse extracts from a Brex statement
A Brex monthly statement lists corporate-card spend, payments, transfers and fees (and, for the cash account, deposits and outgoing transfers) around the statement totals and balance. FlowParse reads it and pulls the full record: date, merchant or description, the signed amount and the running balance.
Everything on the statement is preserved. Card spend and credits become one signed amount column, the merchant is kept for categorisation, and the totals let the engine confirm nothing was dropped across page breaks.
| Field | Captured in the export |
|---|---|
| Date | Transaction / posting date, normalised |
| Description | Payee, merchant or transfer detail, verbatim |
| Amount | Single signed value (debits −, credits +) |
| Balance | Running balance per transaction |
| Reference / type | Check number, transaction type, reference |
Built for expense management and close
Brex is designed around spend management, but accountants and auditors want a structured monthly record. FlowParse turns the Brex statement into one tidy transaction sheet so expense categorisation, month-end close and audit prep are quick.
Because extraction is AI-based, it reads both card and cash-account statements without setup and signs every amount correctly so totals reconcile.
New to this? Read the guide on how to convert a bank statement PDF to Excel.
From PDF to clean data in three steps
1 · Upload the PDF
Drop one statement or many — digital or scanned, any number of pages.
2 · AI extracts & validates
Every transaction is read, amounts signed, balances checked, weak pages retried.
3 · Review & export
Check the editable preview, then download Excel, CSV, QBO, QFX, OFX or Xero.
Convert to the format you need
The same extraction powers every export — convert once, then choose the output your next tool expects.
| Format | Best for |
|---|---|
| Excel (.xlsx) | Analysis, totals, sharing |
| CSV | Importing into any tool |
| .QBO | QuickBooks Online & Desktop |
| .QFX | Quicken |
| .OFX | Most accounting tools |
| Xero CSV | Xero statement import |
Manual work vs FlowParse
Re-typing a statement by hand is slow and error-prone. FlowParse is near-instant, accurate, and scales to any volume.
| What happens | By hand | FlowParse |
|---|---|---|
| Reading the data | Copy-paste line by line | AI extracts every transaction |
| Scanned statements | Re-typed manually | OCR reads them automatically |
| Debits & credits | You fix every sign | Pre-signed, normalised |
| Balance check | Manual reconciliation | Validated automatically |
| Time per statement | 20–40 minutes | Under 30 seconds |
| A full year | Hours per account | One Smart Merge upload |
A whole year into one reconciled Excel
Smart Merge takes up to 100 Brex PDFs across cards and the cash account and consolidates them into a single reconciled Excel with one unified transaction sheet, duplicate detection and a source reference on every row.
That turns a year of corporate spend into one clean workbook for the annual audit or tax filing.
Import straight into your accounting software
Need it in your books? FlowParse builds a real bank-feed file. The .QBO imports directly into QuickBooks with no CSV column mapping, each transaction carries a unique ID so re-imports never duplicate, and Quicken users get .QFX.
Validated, not just converted
The same extraction powers every export: Excel for analysis, CSV for importing anywhere, a real .QBO/.QFX/.OFX file that auto-imports into QuickBooks or Quicken with no mapping, or a Xero-ready CSV.
It fits finance teams running expense reports, accountants and controllers handling Brex clients, and anyone preparing books for an audit or tax filing.
More on the validation and reconciliation engines.
Your bank statements stay private
Bank statements are among the most sensitive documents you own. Converting one never puts it at risk.
Encrypted transfer
Every upload and download runs over TLS.
Deleted after processing
Your original PDF is removed as soon as it's converted.
EU-hosted
Processed on EU infrastructure.
No AI training
Your documents are never used to train models. GDPR-aligned.
Read the full security overview.
Who converts these statements
Accountants
Bring client statements into Excel or QuickBooks without re-keying.
Bookkeepers
Catch up months of statements in minutes.
Small businesses
Get PDF-only statements into the books, ready for tax time.
Loan & mortgage applicants
Turn statements into a clean spreadsheet for underwriting.
Finance teams
Standardise statements from many banks into one format.
Anyone with a PDF statement
Skip the manual typing — convert and move on.