The Scenario
You are an accounts payable specialist. Your company switched to Brex for vendor payments. Procurement handed you an Excel workbook with twenty-five new vendors: company name, email, ACH routing number, and account number. The first payment run is Thursday.
The slow version:
- Open Brex, navigate to Vendors, click Add Vendor
- Type the company name, enter the email
- Navigate to Payment Accounts, select ACH, enter routing number, enter account number
- Save, repeat twenty-five times
- Realize on vendor eighteen that you swapped the routing and account number for vendor twelve
- Fix vendor twelve, flag for review, restart the verification.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the supplier workbook and creates each vendor in Brex with payment account details attached.
Open the SheetXAI sidebar and type:
Create a Brex vendor for every row in this workbook. Use the company name from column A as the vendor name, the email from column B as the contact email, and create an ACH payment account using the routing number from column C and the account number from column D. Write "Created" or the error message into column E for each row.
SheetXAI reads all twenty-five rows, creates each vendor in Brex with the ACH account attached, and writes the status into column E.
What You Get
Column E with a clear status for every vendor:
- "Created" — vendor and payment account set up
- Error reason — duplicate name, invalid routing number, etc.
The routing and account numbers come from the workbook, not from your clipboard. No transposition errors.
What If the Data Is Not Quite Ready
Supplier workbooks from procurement always have edge cases. SheetXAI handles them inline.
When some vendors use wire instead of ACH
Column E says "ACH" for most vendors but "Wire" for three international suppliers.
For each row, check column E for payment type. If "ACH," create the vendor with an ACH account using columns C and D. If "Wire," create the vendor with a wire transfer account using the SWIFT code in column F and IBAN in column G. Write the result into column H.
When vendor names might already exist in Brex
You have overlap with vendors added manually by your predecessor.
Before creating each vendor, check whether a vendor with that company name already exists in Brex. If it exists, write "Already exists — skip" in column E. If not, create the vendor and write "Created."
When some rows are missing ACH details
Three vendors have name and email but no payment account information yet.
For each row, create a Brex vendor using company name from column A and email from column B. If columns C and D have ACH details, attach the payment account. If they are blank, create the vendor without a payment account and write "Vendor created — payment details pending" in column E.
When vendors need a payment approval threshold set immediately
Policy requires approval for any vendor payment over $10,000.
Create a Brex vendor for every row with company name, email, and ACH details from columns A through D. After creating each vendor, set the payment approval threshold to $10,000. Write the full status of both operations into column E.
The pattern: describe the complete vendor record you need and SheetXAI handles the branching row by row.
Try It
Get the 7-day free trial of SheetXAI and open the supplier workbook your procurement team sends for the next payment run, then ask it to create all the Brex vendors at once. The Brex integration is included in every SheetXAI plan. See also how to bulk-update Brex expense memos from an Excel workbook or the Brex in Excel overview.