The Scenario
You are the finance controller at a fifty-person company. It is the first week of Q3. The executive team approved new spending limits for thirty employees. HR sent you an Excel workbook on SharePoint: column A is the Brex user ID, column B is the approved new monthly limit. Thirty rows. The limits need to be live before teams start submitting Q3 expenses.
The slow version:
- Open Brex admin, navigate to Users
- Search for user ID one by one
- Click into the user, update the spending limit, save
- Repeat thirty times
- Set $5,000 for someone who should have gotten $500 on user twenty-two
- Fix it, then double-check seven, nine, and ten.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads the limit workbook and updates every user in Brex without you touching the admin UI.
Open the SheetXAI sidebar and type:
For every row in this workbook with a Brex user ID in column A, set that user's monthly spending limit to the amount in column B. Write "Updated" or the error message into column C for each row.
SheetXAI iterates through all thirty rows, calls Brex's update endpoint for each, and writes the result into column C. Updates are live before you close the sidebar.
What You Get
Column C with a confirmation for every row:
- "Updated" — limit applied
- Error message — user not found, invalid format, etc.
The limit values come from column B. No misread rows, no decimal-place errors.
What If the Data Is Not Quite Ready
Q3 limit updates always come with caveats. SheetXAI handles the conditional logic inline.
When limits are in mixed number formats
Some rows have "$5,000," some "5000," some "5k."
Normalize the spending limit in column B to a plain integer before updating. Remove dollar signs, commas, and "k" suffixes. Then set each Brex user's monthly limit to the normalized value. Write the normalized amount and result into columns C and D.
When some users should be frozen instead of updated
Column C flags five employees with "Freeze" because their roles changed.
For each row, read column C. If blank, update the monthly spending limit to column B. If column C says "Freeze," set the user's card to inactive instead of updating the limit. Write the action taken and result into column D.
When limit changes need a reason code for audit
Column C has the reason for each change.
For every row, update the Brex user's monthly spending limit to the amount in column B. Append the reason from column C as an internal note on the user record. Write "Updated with note" or the error into column D.
When you need a before-and-after view for the CFO
The CFO wants to see the previous limit, the new limit, and the dollar delta.
For every row, retrieve the current monthly spending limit from Brex for the user in column A and write it into column C. Then update the limit to column B. Write the new limit and the dollar change into columns D and E. Write the update result into column F.
The pattern: the workbook defines the policy. SheetXAI enforces it in Brex row by row.
Try It
Get the 7-day free trial of SheetXAI and open the limit-update workbook your HR or finance team produces each quarter, then ask it to apply all the changes in one go. The Brex integration is included in every SheetXAI plan. See also how to bulk-issue Brex cards to new hires in Excel or the Brex in Excel overview.