US • USD
Convert American Express Bank Statements to Excel
Free AI-powered converter for American Express PDF statements. Drop the file, get a clean Excel or CSV ready for Xero, QuickBooks, or your accounting spreadsheet — in under a minute.
Convert your American Express statement now
What your American Express Excel output looks like
Every transaction lands on its own row with the running balance intact. Paid plans also get the AI-assigned Category column shown below and one-click QuickBooks CSV export.
| Date | Description | Withdrawals | Deposits | Balance | Category |
|---|---|---|---|---|---|
| 01/03/2026 | ACH Deposit — Client Payment | 2,340.55 | 10,791.75 | Income | |
| 01/05/2026 | Check #1044 — Office Rent | 1,850.00 | 8,941.75 | Rent/Mortgage | |
| 01/06/2026 | Card Purchase — Fuel Station | 68.44 | 8,873.31 | Fuel | |
| 01/08/2026 | Monthly Service Fee | 25.00 | 8,848.31 | Bank Fees |
Sample data for illustration — your file is processed in memory and never stored.
What to know about American Express statements
Amex statements list transactions per cardmember (primary plus authorized users) — each cardmember's transactions extract as a separate labeled section.
- Country
- US
- Currency
- USD
- Statement formats
- PDF, CSV, QFX, QBO
- Account types covered
- Credit Card, Charge Card, Business
About American Express statement exports
American Express provides several statement formats through the Amex online banking portal — PDF, CSV, QFX, and QuickBooks-compatible QBO. If you already have an Amex CSV or QBO export, you can import it directly into Excel or QuickBooks without conversion. The AI extractor is designed for the PDF case, which many cardholders receive by default with their monthly billing statement. The extractor handles Amex's per-cardmember transaction breakdown — primary cardmember plus authorized users — preserving each cardholder's line items as a separately labeled section in the Excel output. This works for Amex consumer credit cards, charge cards, and business cards. The resulting spreadsheet has date, description, amount, and cardmember columns ready for expense tracking, ROI analysis, or accounting import. USD amounts and Amex's MM/DD/YYYY dates pass through unchanged, matching what you see in the PDF exactly.
How to convert a American Express statement
- 1
Download your statement from americanexpress.com
Sign in to your American Express online banking at americanexpress.com, navigate to your account statements, and download the period you need as a PDF.
- 2
Upload to the InvoiceToData converter
Open the bank statement converter and drop the PDF onto the upload zone (under 5MB). The AI reads the document as a visual grid — transaction date, description, amount, balance — and preserves every row.
- 3
Download Excel or CSV
Click Download your Excel to save a clean .xlsx with bordered cells and bold section headers — ready to import into Xero, QuickBooks, Sage, or Wave for reconciliation.
Why this works for American Express statements
No template setup
Most converters need a saved template per bank. Ours reads the visual layout directly, so American Express's exact formatting doesn't need to be pre-configured.
Preserves USD amounts and dates
Numeric amounts in USD and the date format used by American Express pass through unchanged — what you see in the PDF is what you get in the spreadsheet.
Bank-level privacy
Your statement is processed in memory and discarded as soon as the response is sent. We never store the PDF or the extracted data, and we don't use it to train models.
FAQ — American Express statement conversion
- Can I convert American Express statements to Excel for free?
- Yes. Your first conversion is free with no sign-up. Create a free account to get 3 more free credits, then $9.99 buys 50 additional credits (about $0.20 per page).
- Does the converter handle downloaded American Express PDFs?
- Yes. American Express downloads statement PDFs without password protection by default, so you can upload directly without preprocessing.
- Will the Excel output work with QuickBooks or Xero?
- Yes. Output is a standard .xlsx with date, description, amount, and balance columns. Map these directly into QuickBooks Online, Xero, Sage, or Wave during the bank import step.
- Can it handle multi-account or multi-page American Express statements?
- Yes. The AI processes the entire PDF and preserves separate account sections as distinct labeled tables. Long statements stay structured row-for-row.
- Are my American Express statements stored?
- No. Files are processed in memory and discarded immediately after extraction. We do not retain the PDF or the structured data, and we do not train AI models on your content.