The Scenario
You are an internal auditor. The audit covers all Brex card expenses from the past twelve months. Policy requires a receipt for every expense over $25. Preliminary numbers suggest roughly 200 expenses are missing receipts.
Your first task is to produce the complete expense log in a Google Sheet: every expense, its details, and a clear flag on the ones without receipts. Your audit partner needs the sheet by 9 AM tomorrow.
The slow version:
- Log into Brex, navigate to Expenses
- Set filters for the date range, set the receipt status filter to "No receipt"
- Export that subset
- Go back, remove the receipt filter, export everything
- Combine the two CSVs in Google Sheets
- Add a receipt-status column manually by cross-referencing the two files
- Discover the merge logic 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 this sheet. Include expense ID, user name, merchant name, amount, memo, expense category, and whether a receipt is attached. Add a column called "Action Required" that says "MISSING RECEIPT" for any expense over $25 where no receipt is attached, and "OK" for all others. Sort by Action Required descending so the flagged rows appear first.
SheetXAI retrieves the full year of expenses, writes every row, adds the Action Required column with the right logic, and sorts the flagged rows to the top. Your audit partner opens the sheet and sees the 200 problem rows immediately.
What You Get
A complete expense log ready for audit:
- Expense ID — for tracing back to Brex
- User name — who made the purchase
- Merchant — where the expense was made
- Amount — as a number
- Memo — the description the employee submitted
- Category — the expense category
- Receipt attached — yes or no
- Action Required — "MISSING RECEIPT" or "OK"
The 200 flagged rows are at the top. Your auditor does not have to scroll past twelve months of compliant expenses to find the ones that need follow-up.
What If the Data Is Not Quite Ready
Audit requests are rarely as clean as a single date range. SheetXAI handles the nuance in the same prompt.
When the threshold varies by employee level
Your policy requires receipts for all amounts for VP-level employees, but only amounts over $25 for individual contributors. Employee levels are in the Employee Directory tab.
Pull all Brex card expenses from 2025 into this sheet with the standard columns. For each expense, look up the employee level from the Employee Directory tab using the 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 grouped by department for separate review
Your audit has four department leads reviewing their own teams' expenses, not one person reviewing everything.
Pull all Brex card expenses from 2025 into this sheet. 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 missing-receipt amount by department.
When some expenses have been disputed and should be excluded
A subset of expenses are already under review in Brex 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.
When you need to calculate the dollar exposure, not just the count
The CFO wants to know the total dollar value of expenses at risk, not just the number 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 showing: total expenses in the period, total expenses over $25, count of missing-receipt flagged expenses, total dollar amount of missing-receipt flagged expenses, and percentage of total spend that the flagged expenses represent.
The pattern: describe the complete audit artifact you need, 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 Google Sheet 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. For related workflows, see how to bulk-update Brex expense memos from a correction sheet or the Brex in Google Sheets overview.