Where do I download my Brex Card statement?

Sign in at dashboard.brex.com and click Account in the left sidebar, then Statements. Every closed billing cycle has its own PDF statement plus a CSV export. Cardholders see only their own activity, while Admins and Bookkeepers see the full company statement. The billing cycle follows your Brex Card agreement, which may not line up exactly with the calendar month.

Does Brex issue a VAT invoice for card fees?

Generally no, not in the way a SaaS vendor does. Brex earns revenue on interchange and on FX markup built into transactions, rather than charging you a separately itemized billable fee. What you get from Brex is the account statement, which shows what posted to the card during the cycle. Merchant receipts from the vendors you paid are the document your accountant uses for VAT reclaim, not a Brex invoice.

What is the difference between a Brex statement, a receipt, and an invoice?

A Brex statement is a monthly summary of card or account activity, issued by Brex for a specific billing cycle. A receipt is proof of a single transaction, usually from the merchant (the airline, the hotel, the SaaS vendor). An invoice is a formal billing document issued by a seller to a buyer, again from the merchant rather than from Brex. For most expense workflows you need all three. The Brex statement matches totals, while merchant receipts or invoices substantiate each line.

How do I give my accountant access to Brex statements without giving them a card?

Invite them under Team, then Members, with the Bookkeeper role. Bookkeepers see statements, transactions, and reports, but do not get a card or spend authority. This is the cleanest permission split for external accounting firms. Do not make a bookkeeper an Admin unless you also want them to manage team members and cards, which is a much wider permission set.

How do I get a receipt for a Brex Travel booking?

Open Travel in the sidebar, find the trip, and click into the specific booking. Brex shows the supplier receipt (from the airline, hotel chain, or booking partner) attached to that booking. Download the supplier PDF directly. Brex itself does not issue a separate travel invoice, because the supplier is the one selling you the service. The Brex Card statement shows the charge, the supplier shows the detailed receipt.

Can I export all my Brex transactions as a single CSV?

Yes. On the Statements page, each cycle has a CSV export next to the PDF. For a broader view, use the Transactions section, which lets you filter by date range, card, and merchant, then export the result as CSV. The API also exposes transactions if your team has engineering capacity, but the UI export covers most accounting needs. Bulk PDF download is not available in the current dashboard, one click per cycle is still the norm.

What happens to Brex Rewards on my statement?

Brex Rewards are earned on eligible card spend and redeemed separately in the Rewards section. When you redeem for a statement credit, the credit shows up as a line on the next Brex Card statement, reducing the balance due. Travel redemptions and transfers to partners do not show on the statement because no cash is moving through the card. Treat rewards redemptions as a separate record, not as a refund or discount on the underlying transactions.

My Brex billing cycle does not match my fiscal month. How do I close the books cleanly?

Use the CSV export from Transactions instead of the cycle PDF. Filter by your fiscal period dates (for example the first through the last of the month) and export. That gives you transaction-level data aligned to your close, while the PDF statement still exists as the document of record for the billing cycle. Most finance teams keep both, the statement for audit trail and the period-aligned CSV for reconciliation.

Does Brex issue a 1099 or other tax document?

For US customers earning interest on Brex Cash above the reporting threshold, Brex issues a 1099-INT annually. It appears under Settings, then Company, then Documents, typically in late January or February. Brex does not issue a 1099 for card rewards because rewards are generally treated as a rebate on spend rather than income, but talk to your tax advisor for your specific situation.

Can I get one statement covering all my Brex Cards if we have dozens of team cards?

Yes, the company-level Brex Card statement consolidates all team card activity into a single PDF per billing cycle. Individual cardholders see only their own activity, but Admins and Bookkeepers see the full consolidated statement. For per-card breakouts, use the CSV export and filter by cardholder, or open each card in the Cards section to view its transactions independently.

How far back can I pull Brex statements?

Brex keeps statement PDFs for the entire lifetime of the account, as far as we have observed. You can download any closed cycle from account opening forward. That said, we would not treat any fintech dashboard as a permanent archive. Download copies regularly and store them in your own accounting system, because a closed account loses self-serve access to historical documents.

Why is my Brex Travel trip missing from my Brex Card statement?

It is probably there, just not labeled as travel. Brex Travel bookings post to the card as regular merchant transactions, under the name of the airline, hotel, or booking partner that fulfilled the trip. The statement shows the charge. The Travel section shows the booking itinerary and the supplier receipt. If a charge is genuinely missing, check whether the trip was paid on a different Brex Card, or whether the booking was pending at the cycle cutoff and moved to the next statement.

How to get Brex invoices

Step-by-step guide to downloading your Brex billing documents.

Last verified: 2026-04-24

Step-by-step: download invoices from Brex

1
Sign in to the Brex Dashboard and pick the right account
Go to dashboard.brex.com and sign in. Brex has three distinct product surfaces under the same login, Brex Card (the corporate card), Brex Cash (the business account), and Brex Travel (booked trips). Each one generates its own documents. If your company has multiple Brex accounts (for example a parent entity and a subsidiary), use the account switcher at the top-left before you start hunting for paperwork.
2
Open Statements from the sidebar
Click Account in the left sidebar, then Statements. This is where Brex keeps monthly PDF statements for both the Brex Card and the Brex Cash account, broken out by billing cycle. Admins see every statement for the company. Cardholders without admin access only see their own card activity, which matters if your bookkeeper is set up with a limited role.
3
Pick the billing cycle and download the PDF
Brex Card statements follow a monthly billing cycle tied to your card agreement, not the calendar month, so the cycle dates may not align with your accounting period. Brex Cash statements are calendar-monthly. Click the cycle you need, then Download PDF. For transaction-level detail, use the CSV export on the same page. Both formats are available for every closed cycle.
4
Grab Brex Travel receipts from a different place
Brex Travel bookings (flights, hotels, rail, ground transfers) do not appear on the Brex Card statement as their own line. They show as regular card transactions. The actual traveler receipts live under Travel in the sidebar, linked to each trip. Open the trip, click the booking, and download the supplier receipt (the airline, the hotel, the booking partner). Keep these separately from the card statement.
5
File statements and receipts where your accountant can find them
Rename each file with a consistent pattern such as period-brex-type-amount, and drop statements and receipts in different folders. Brex Card statements are for reconciling total card spend against what posted to your books. Individual merchant receipts (from vendors, not from Brex) are still what your accountant needs for expense substantiation, because the Brex statement only shows the amount and merchant name, not the VAT breakdown.

About Brex billing

Brex is a card issuer and a business account provider, not a SaaS vendor sending you a monthly invoice. That distinction matters once your accountant starts asking for paperwork.

You get statements, not invoices. The Brex Card statement is a summary of what posted to the card during a billing cycle. Brex Cash is a separate statement for the business account. Brex Travel produces a third category of document entirely, the supplier receipt from the airline or hotel. Mix those up and your expense reports end up with gaps your auditor will find.

Brex does not issue a VAT invoice for card fees or FX markup. The fee structure is built into the transaction, not billed as a separate line. When your accountant asks for a "Brex invoice" to claim VAT, they actually need the merchant receipts from the vendors you paid, plus the Brex statement as a reconciliation aid. The statement alone is not a substitute.

About Brex

Brex Inc. is a financial services company founded in 2017 by Henrique Dubugras and Pedro Franceschi, headquartered in Salt Lake City and San Francisco. It serves startups, mid-market companies, and enterprises with a corporate card program (Brex Card), a business account (Brex Cash), a booking tool (Brex Travel), and expense management software. Billing surfaces follow the product split: card statements for card spend, cash statements for the business account, and underlying supplier receipts for travel bookings. There is no unified "Brex invoice" covering all three.

Manual vs automated

Manual

Sign in to Brex and switch to the right account
Download each Brex Card monthly statement as PDF
Download Brex Cash statements separately if used
Open every Brex Travel trip for supplier receipts
Pull CSV exports for period-aligned reconciliation
Forward all three document types to the bookkeeper

Automated with Inbox Ledger

Connect Brex once in Inbox Ledger
Card statements, Cash statements, and travel receipts land in your dashboard
Export to Drive, Sheets, or your accounting system

Why people stop doing this by hand

A single founder with one card and no travel bookings: the Brex dashboard is fine. The pain starts the moment you have a team.

Twenty cards across five departments, a Brex Cash balance earning interest, and a quarter of travel bookings means the monthly close has three separate document streams: the company-level card statement, the cash statement, and a pile of supplier receipts pulled trip by trip out of the Travel tab. Billing cycles on the card do not line up with calendar months, so reconciliation means exporting the transaction CSV and filtering to period boundaries, then matching it against the PDF for the audit trail.

Individual merchant receipts are the other half of the problem. The Brex statement tells you a charge happened, but your accountant wants the vendor invoice with the VAT line broken out. Team members forward those receipts from their inboxes, or they do not, and chasing the missing ones is a monthly ritual in most finance teams we talk to.

Brex is one of the portals our Chrome Extension auto-detects. Install it, open your Brex dashboard, and the extension captures new statements in the background. No OAuth setup, no forwarding address, no clicking into each billing cycle. It works alongside the main Inbox Ledger sync, which picks up the merchant receipts forwarded from team inboxes so both halves of the story end up in one place.

Next step

If you are a solo operator with one card and no travel, the Brex dashboard is enough. If you run a team, hold a Brex Cash balance, use Brex Travel, or just want card statements and merchant receipts reconciled in one view, connect Brex to Inbox Ledger and let the documents come to you every month.

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Quick access

Jump straight to the Brex billing page in a new tab.

Open Brex billing

Where to look in the dashboard

Account → Statements is where Brex Card and Brex Cash statements live, one PDF per billing cycle
Travel → open each trip → Booking details holds the supplier receipts for flights, hotels, and ground travel
Settings → Company → Documents holds tax forms (1099-INT and similar) and compliance paperwork
Team → Members controls who can see which statements, based on Admin, Bookkeeper, or Cardholder role
Rewards shows redemption history for Brex Rewards, kept separate from regular statement activity

Before you start — quick checklist

Brex Card statement PDFs are downloaded for every closed billing cycle in the period you are reconciling
Brex Cash statements are pulled separately if you use the business account for operating balances
Brex Travel trip receipts from the underlying supplier (airline, hotel, booking platform) are saved alongside the card statement, not in place of it
Multi-user card activity on the statement matches your internal expense reports
CSV export is archived alongside the PDF for transaction-level lookups during audit
If you redeemed Brex Rewards, the redemption credit appears correctly on the statement

Pro tips

Brex is a card issuer and business banking provider, not a merchant invoicing platform. There is no VAT invoice from Brex itself for most card-related activity, because card fees and FX markup are built into the transaction, not billed as a separate line item. If your accountant is asking for a "Brex invoice" for card spend, they actually want the merchant receipts plus the Brex statement as a reconciliation aid.
The Brex Card billing cycle may not match the calendar month. If your accounting close is calendar-monthly, expect a few days of drift between the statement period and your period-end, and reconcile using the CSV export rather than the PDF if you need precise cutoff.
Brex Cash earns interest on balances, and any interest posted shows on the Cash statement. In the US, Brex issues tax forms (typically 1099-INT) annually for interest earned above the reporting threshold. Check the Documents section under Company settings in January and February.
Brex Travel receipts are the supplier document, not a Brex document. If you need a VAT-compliant invoice for a hotel stay in the EU, you retrieve it from the hotel or the booking partner, not from Brex. The Brex side is just a record of what was charged to which card.
Admin versus cardholder roles matter for document access. Cardholders see only their own card activity. Admins see the full company statement. If your bookkeeper needs everything, invite them as a Bookkeeper or Admin, not as a standard Cardholder.
Brex Rewards redemptions (statement credits, travel, transfers) generate their own confirmations in the Rewards section. These are not invoices, they are redemption receipts. Some accounting teams treat them as a non-cash benefit and record them separately from regular expense reconciliation.

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How to get Brex invoices

Step-by-step: download invoices from Brex

Sign in to the Brex Dashboard and pick the right account

Open Statements from the sidebar

Pick the billing cycle and download the PDF

Grab Brex Travel receipts from a different place

File statements and receipts where your accountant can find them

About Brex billing

About Brex