The Scenario
You are an internal auditor. The audit covers all Brex card expenses for the past twelve months. Policy requires a receipt for every expense over $25. Preliminary numbers suggest roughly 200 expenses are missing receipts.
Your audit partner needs an Excel workbook with the complete expense log, cleanly flagged, by 9 AM tomorrow.
The slow version:
- Log into Brex, filter Expenses by date range and receipt status
- Export the no-receipt subset
- Go back, remove the filter, export everything
- Combine the two CSVs in Excel
- Add a receipt-status column by cross-referencing the two files
- Discover the merge is wrong because expense IDs have trailing spaces in one CSV
- It is 11 PM and you have not started the analysis yet.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the complete expense log from Brex and flags the missing receipts in one pass.
Open the SheetXAI sidebar and type:
Pull all Brex card expenses from January 1 2025 through December 31 2025 into the Expense Log tab of this workbook. Include expense ID, user name, merchant name, amount, memo, expense category, and whether a receipt is attached. Add an "Action Required" column: write "MISSING RECEIPT" for any expense over $25 where no receipt is attached, and "OK" for all others. Sort by Action Required descending so flagged rows appear first.
SheetXAI retrieves the full year, writes every row into the Expense Log tab, adds the Action Required column, and sorts flagged rows to the top.
What You Get
A complete audit-ready expense log:
- Expense ID, User, Merchant, Amount, Memo, Category, Receipt attached, Action Required
- Flagged rows sorted to the top
The 200 problem rows are the first 200 rows your auditor sees. No scrolling required.
What If the Data Is Not Quite Ready
Audit workbooks need more than a flat list. SheetXAI handles the nuance in the same prompt.
When the receipt threshold varies by employee level
Policy requires receipts for all amounts for VPs, but only amounts over $25 for ICs. Employee levels are in the Employee Directory tab.
Pull all Brex card expenses from 2025 into the Expense Log tab. For each expense, look up the employee level from the Employee Directory tab using user name as the key. Flag "MISSING RECEIPT" if: the level is VP or above and no receipt is attached, or the level is IC and the amount is over $25 and no receipt is attached. Write "OK" for all others.
When expenses need to be split by department for separate review
Four department leads will each review their own team's expenses.
Pull all Brex card expenses from 2025 into the Expense Log tab. Add a Department column by looking up each user in the Employee Directory tab. Create a separate tab for each department with only that department's expenses and the Action Required flag. Add a Summary tab showing missing-receipt count and total amount by department.
When disputed expenses should be excluded
Some expenses are already under review and should not appear in the audit log.
Pull all Brex card expenses from 2025. Exclude any expense with a status of "Disputed" or "Under Review." Apply the missing-receipt flag logic to the remaining expenses and sort flagged rows first in the Expense Log tab.
When the CFO wants dollar exposure, not just count
The CFO wants total dollar value at risk, not just a count of missing receipts.
Pull all Brex card expenses from 2025 with the standard columns and the missing-receipt flag. After the data rows, add a summary section in the workbook showing: total expenses in the period, total expenses over $25, count of missing-receipt flagged expenses, total dollar amount of flagged expenses, and percentage of total spend that the flagged expenses represent.
The pattern: describe the complete audit artifact, including the summary math, and SheetXAI produces it in one pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before your next audit, then ask it to pull the complete Brex expense log with receipt flags. 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.