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Brex - Uploading your transactions & bank statements (CSV or PDF) to Finaloop

Connect Brex to Finaloop Accounting and, when we ask, export a CSV of your Brex transactions or a PDF statement and upload it, so your Brex cards and accounts stay accurate in your books.

Written by Emily Burrows

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Applies to: Finaloop Accounting

Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, imports your Brex card and business account activity automatically once you connect Brex as a bank account, and you can export a CSV of your transactions or a PDF statement from Brex and upload it whenever we need data the connection can't provide.

In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution. We'll ask for these in a mission, a task in My missions where we ask you for information we need. Here's how to connect Brex, how to find the relevant reports in your Brex account, and how to upload them to Finaloop.

1. Connect Brex to Finaloop

Brex connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Brex isn't connected yet, follow these steps:

  1. Go to Settings → Banks & Credit Cards.

  2. Click Connect banks and cards.

  3. In Select institution, select Brex (it's in the list of common banks, or search for it).

  4. Follow the on-screen instructions to sign in to Brex and choose your accounts.

Your Brex accounts then appear in Banks & Cards → Accounts overview.

When we ask you to upload files

Once Brex is connected, you only need to upload files when we ask for them in a mission on your Brex account. This usually happens when:

  • We need transactions from before your connection's history starts, or for a period the connection missed. We'll ask for a CSV.

  • We need to confirm your balances, for example during onboarding or at year end. We'll ask for PDF statements.

2. Exporting a CSV file of your Brex transactions

Let's walk through downloading a CSV file containing your transaction history for your Brex account. Brex lets account admins, card admins and bookkeepers download these reports. Source: Brex's Documents for your account

What you'll need to export a CSV

  • Your Brex account login credentials (Username & Password)

Steps to export a CSV

  1. Log in to your Brex account using your username and password.

  2. Go to Accounts on the left toolbar. There you should see all of your bank accounts and cards.

  3. Look for the relevant bank account or card, and click on it.

  4. You'll now see the selected account details. Scroll down to the Account activity section and click Add filter.

  5. In the dropdown list, select Date range, and enter the start date and end date your mission asks for.

    Brex Account activity section with the Add filter button and the Date range option in its menu outlined.

    ① Add filter, ② Date range.
    ​

  6. Click Download. For a Brex business account, Brex names this button Export.

  7. In the Download custom report pop-up, select CSV - Comma separated values and click Download.

    Brex Download custom report pop-up with the CSV file format and the Download button outlined.

    ① CSV - Comma separated values, ② Download.
    ​

  8. Your CSV file downloads to your device. If Brex emails it to you instead, look for an email from Brex in the inbox you use for your Brex login.

  9. Head over to your mission in Banks & Cards → Accounts overview and upload your CSV file, following the steps in "Uploading your CSV or PDF to Finaloop".

3. Exporting a bank statement (PDF) from your Brex account

As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and keep your books accurate. Brex creates a statement at the end of each statement cycle, and you download it as a PDF. Business account statements are available within the first week of the following month. Source: Brex's Documents for your account

What you'll need to download a statement

  • Your Brex account login credentials (Username & Password)

Steps to download a statement

  1. Log in to your Brex account using your username and password.

  2. Go to Accounts on the left toolbar and click View statements at the top of the page. You can also click your name in the top left of the dashboard and select Statements and documents.

  3. Under Statements, select Card or Banking to choose the account statements you'd like to view.

  4. You'll now see all the available statements for the selected account, sorted by period. Click Download next to the statement your mission asks for to save the PDF to your device.

    Brex Statements page with the Card and Banking options and the Download button for the October 2026 statement outlined.

    ① Card, ② Banking, ③ Download.
    ​

  5. Head over to your mission in Banks & Cards → Accounts overview and upload your PDF statement, following the steps in "Uploading your CSV or PDF to Finaloop".

4. Uploading your CSV or PDF to Finaloop

  1. In Banks & Cards → Accounts overview, click Review on your Brex account (the button shows the number of open requests, for example Review (1)).

  2. Click Review on the request.

  3. Click Upload attachments (for a CSV request) or Upload PDF Statement (for a statement request) and choose your file.

  4. Click Submit.

You'll see Data submitted successfully once your file is on its way to us.

Tip: Upload your CSV in its original format and currency, and avoid converting a PDF into a CSV or altering any data.

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Need help?

If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!

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