Close faster with a new card statement filter

The Brex Accounting Journal now has a Card statement filter. Instead of manually lining up posted dates and figuring out which transactions belong to which statement, you can now filter directly by card statement period.

To use it, go to your Accounting dashboard, select Add filter, choose Card statement, and then pick a statement period for a billing entity from the last six months of statement periods. You can combine it with other filters, such as entity filters or saved views, to further narrow results.

The filter works across Prepare, Review, and Exported views, as well as any saved views, making it easy to compare totals, spot discrepancies, and resolve them before exporting to your ERP.

To export, navigate to the Card and Limits page and select Download. Once the export is ready, the file will automatically download.