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

Learn how to export transactions and statements for your Brex accounts.

Written by Emily Burrows

About

In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution.

In this article, we'll explain how to find the relevant reports we need from your Brex accounts and upload them into Finaloop.

1. Exporting a CSV file of your Brex transactions

Let's walk through downloading a CSV file containing your transaction history for your Brex account.

What you'll need

  • Your Brex account login credentials (Username & Password)

Steps

  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 on 'Add filter'.

  5. In the dropdown list, select 'Date range'.

  6. After entering the relevant start date and end date, click on 'Download'.

  7. Select CSV file format in the pop-up window and click 'Download'.

  8. Check your email inbox associated with your Brex website profile for an email from Brex. This email will contain the CSV file you've requested to download.

  9. Head over to your mission in Finaloop, and upload your CSV file.

2. Exporting a bank statement 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 ensure your books are 100% accurate.

What you'll need

  • Your Brex account login credentials (Username & Password)

Steps

  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. Click on 'View statements' on the top of the page for the relevant account

  4. Select 'Card' or 'Banking' to determine the account statements you'd like to view.

  5. You’ll now see all the available statements for the selected account, sorted by period. Click 'Download' to export the relevant statements to your device.

  6. Head over to your mission in Finaloop, and upload the PDF statement.

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

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