The Scenario
You are the IT admin at a company that just added Brex as its corporate card platform. The head of IT wants a complete user directory in an Excel workbook by end of day: every Brex user, their department, job title, whether they have an active card, and their current monthly limit.
There are eighty-three employees in Brex. The request came in at 2 PM. Your workbook is on OneDrive.
The slow version:
- Log into Brex admin, navigate to Users
- Click into each user profile one by one
- Copy name, email, department, title, card status, and limit into the workbook
- Eighty-three times
- Discover the Users export button does not include spending limits
- Go back and click into each profile again for the limit column
- It is 5:30 PM and you are on user sixty-one.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the complete Brex user directory, including spending limits and card status, into your Excel workbook in one pass.
Open the SheetXAI sidebar and type:
Pull all Brex users into the User Directory tab of this workbook. Include user ID, full name, email address, department, job title, monthly spending limit, and whether they currently have an active card. Sort alphabetically by last name.
SheetXAI calls Brex, retrieves all eighty-three users, writes every column into the User Directory tab, and sorts by last name. You send the workbook link to IT before the day ends.
What You Get
A complete user directory in the User Directory tab:
- User ID, Full name, Email, Department, Job title, Monthly limit, Active card (yes/no)
One prompt replaces eighty-three individual profile clicks. And unlike a Brex CSV export, this includes spending limits and card status in the same row.
What If the Data Is Not Quite Ready
IT audits always want more than a raw list. SheetXAI layers in additional analysis in the same prompt.
When you need to flag users with a card but no spending limit
Some users were issued cards before limits were configured — effectively unlimited spend.
Pull all Brex users into the User Directory tab with the standard columns. Add a "Needs Limit Review" column that says YES for any user with an active card but a blank or zero monthly spending limit. Sort YES rows to the top.
When you need to cross-reference against the HR system
You have an Employee Directory tab with the canonical employee list from your HRIS.
Pull all Brex users into the Brex Users tab. Compare each email against the Employee Directory tab. Add an "In HR System" column — YES if the email matches, NO if it does not. Sort NO rows to the top so you can investigate anyone who might still have access after leaving.
When the report needs to be broken out by department
Department heads want to review only their own team's Brex access.
Pull all Brex users into the User Directory tab with the standard columns. After the main list, create a separate tab for each department showing only that department's users with card status and spending limit. Add a Summary tab showing user count and total monthly spend limit per department.
When you need to audit inactive users who still hold cards
Some users who left may still have active Brex cards.
Pull all Brex users into the User Directory tab. Cross-reference the email column against the Terminated Employees tab in this workbook. For any Brex user whose email appears in the Terminated Employees tab, flag them in an "Access Risk" column and write the termination date from the Terminated Employees tab next to them.
The pattern: pull the raw directory, then apply the cross-reference logic in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook the next time IT asks for a Brex user audit, then ask it to pull the complete directory with spending limits and card status. The Brex integration is included in every SheetXAI plan. See also how to export Brex expenses for an audit in Excel or the Brex in Excel overview.