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 a Google Sheet 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.
The slow version of this morning:
- Log into Brex, navigate to Transactions, filter by April, set the date range manually
- Click Export, wait for the CSV to generate
- Open the CSV in Google Sheets, discover the columns are in a different order than last month
- Rename headers to match your reconciliation template
- Convert the Amount column from string to number
- Split the Budget Code into its own column because Brex concatenated it with the description
- Delete the three columns your controller 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 spreadsheet 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 this sheet. 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 sheet with clean column headers, and adds the total row at the bottom. You close the sidebar and send the sheet link to your controller.
What You Get
A clean transaction log ready for reconciliation:
- Date — transaction date in your locale format
- Merchant name — exactly as Brex recorded it
- Amount — as a number, not a string
- 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 format conversion, no header renaming. The sheet looks the same in May as it did in April.
Need to add a receipt-attached flag? Tell SheetXAI to include whether each transaction has a receipt attached and it adds the column inline.
What If the Data Is Not Quite Ready
Real transaction data from corporate cards is messier than a single clean export suggests. SheetXAI can clean, flag, and analyze in the same prompt.
When you need to flag missing receipts
Your company policy requires receipts for transactions over $25. You want those flagged for follow-up.
Pull all Brex card transactions from April into this sheet with the usual columns. Add a column called "Receipt Required" that says YES for transactions over $25, then add another column called "Receipt Attached" showing whether one has been uploaded. Highlight rows where Receipt Required is YES and Receipt Attached is NO.
When transactions need to be grouped by budget
Your controller wants to reconcile budget by budget, not transaction by transaction.
Pull all April Brex transactions into this sheet. After the transaction rows, add a summary section below grouped by budget name showing total spend and transaction count for each budget. Add a grand total row at the very end.
When you only want settled transactions
Pending transactions will change, you want the final numbers only.
Pull all settled Brex card transactions from April into this sheet. Exclude any transaction that is still pending or disputed. Include date, merchant, amount, budget code, and cardholder.
When the sheet needs to feed directly into the P&L model
Your controller has a P&L template where column A is the GL code and column B is the total. She needs the Brex data pre-aggregated into that shape.
Pull all settled Brex transactions from April. Group them by budget name and calculate the total spend per budget. Then map each budget name to the GL code in the GL Mapping tab using the 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. Leave any unmapped budgets in a separate section at the bottom.
The pattern: instead of exporting first and formatting second, you describe the final shape you need and SheetXAI produces it in one pass.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet, 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 for an audit or the Brex in Google Sheets overview.