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Brex + Microsoft Excel

Brex + Microsoft Excel

Brex + Microsoft Excel integrations

Track pending Brex card transactions by adding rows to a Microsoft Excel table

Keep track of your financial activity effortlessly with this convenient workflow. When a pending card transaction occurs in Brex, it automatically adds a new row to a designated table in your Microsoft Excel. This seamless process ensures accurate bookkeeping and saves valuable time by eliminating the need for manual data entry. Stay on top of your transactions and manage finances in a more organized manner.

  1. When this happens...
    Pending Card Transactions
    Pending Card Transactions
    Pending Card TransactionsTriggers when a card has pending transactions
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with Brex and Microsoft Excel

Discover other triggers and actions you can use with Brex and Microsoft Excel

  • Brex triggers, actions, and search
    Pending Card Transactions

    Triggers when a card has pending transactions

    Trigger
    Instant
    Try It
  • Brex triggers, actions, and search
    Transfer Processed

    Triggers when an incoming or outgoing transfer has been processed

    Trigger
    Instant
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    • User
      Required
    • Card Name
    • Card Type
      Required
    Action
    Write
    • Company Name
      Required
    • Email
    • Phone
    • Payment Type
    Action
    Write
    • Budget Name
      Required
    • Budget Description
    • Parent Budget ID
    • Owner User IDs
    • Member User IDs
    • Period Type
      Required
    • Limit Amount
      Required
    • Currency
    • Limit Type
      Required
    • Spend Type
      Required
    • Start Date
    • End Date
    • Limit Visibility
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Manager
    • Department
    • Location
    • User Role
    Action
    Write
    • Department Name
      Required
    • Department description
    Action
    Write
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About Brex
Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.
Related categories
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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