The Scenario
You are the finance manager at a Series B startup. It is the second day of the month. Your controller wants the April Brex transaction log in an Excel workbook by noon so she can start the month-end reconciliation against the P&L.
You have sixty-two employees with Brex cards. April had 847 transactions across eleven budget codes. Your workbook is on OneDrive, shared with the accounting team.
The slow version of this morning:
- Log into Brex, navigate to Transactions, filter by April
- Click Export, wait for the CSV
- Open the CSV in Excel, discover the column order changed again
- Rename headers to match the Reconciliation template in the workbook
- Convert the Amount column from text to number
- Split the Budget Code out of the concatenated Description column
- Delete columns the accounting team does not use
- Your noon deadline passes while you are still cleaning row 400.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that talks directly to Brex so you do not have to touch an export.
Open the SheetXAI sidebar and type:
Pull all Brex card transactions from April 2025 into the April Transactions tab of this workbook. Include date, merchant name, amount as a number, currency, cardholder name, and the associated budget name. Sort by date ascending. Write a total spend row at the bottom.
SheetXAI calls Brex, retrieves all 847 transactions, writes them into the April Transactions tab with clean headers, and adds the total row. You send the workbook link to your controller before noon.
What You Get
A clean transaction log ready for reconciliation:
- Date — in your locale format
- Merchant — exactly as Brex recorded it
- Amount — as a number, not text
- Currency — for international transactions
- Cardholder — full name
- Budget name — the Brex budget the transaction was coded to
- Total row — summed at the bottom
No column cleanup, no text-to-number conversion. The tab looks the same in May as it did in April.
Need a receipt-attached flag? Tell SheetXAI to add it and it writes the column inline.
What If the Data Is Not Quite Ready
Real transaction data from corporate cards is messier than a clean export suggests. SheetXAI can clean, flag, and analyze in the same prompt.
When you need to flag missing receipts
Policy requires receipts for transactions over $25. You want those flagged for follow-up.
Pull all Brex card transactions from April into the April Transactions tab with the standard columns. Add a column called "Receipt Required" that says YES for transactions over $25, then add a "Receipt Attached" column showing whether one has been uploaded. Sort rows where Receipt Required is YES and Receipt Attached is NO to the top.
When transactions need to be grouped by budget
Your controller wants to reconcile budget by budget, not line by line.
Pull all April Brex transactions into the Transactions tab. After the transaction rows, add a summary section grouped by budget name showing total spend and transaction count per budget. Add a grand total row at the very end.
When you only want settled transactions
Pending amounts will change. You want the final numbers only.
Pull all settled Brex card transactions from April into the Transactions tab. Exclude any transaction that is still pending or disputed. Include date, merchant, amount, budget code, and cardholder.
When the workbook needs to feed directly into the P&L model
Your P&L tab has GL code in column A and total in column B. The controller needs Brex data pre-aggregated into that shape.
Pull all settled Brex transactions from April. Group them by budget name and calculate total spend per budget. Map each budget name to the GL code in the GL Mapping tab using budget name as the join key. Write the results into the P&L tab with GL code in column A and total spend in column B, one row per GL code. Put any unmapped budgets in a separate section at the bottom.
The pattern: describe the final shape you need and SheetXAI produces it in one pass, no intermediate export required.
Try It
Get the 7-day free trial of SheetXAI and open your Excel reconciliation workbook on OneDrive, then ask it to pull your Brex transactions for any date range. The Brex integration is included in every SheetXAI plan. For related workflows, see how to export Brex expense data into Excel for an audit or the Brex in Excel overview.