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How to Convert American Express Credit Card Statements
Upload Your Amex Credit Card Statement
Drag and drop your credit card statement PDF (e.g., The Platinum Card) into the upload zone.
Automatic Processing & Categorization
Our dual-engine system (AI + deterministic rules) extracts your credit card transactions, then applies bank-specific validation to categorize purchases, payments, fees, and interest charges accurately.
Download as CSV, Excel, QBO or Xero
Get production-ready CSV, Excel, QBO, or Xero files with categorized transactions, compatible with QuickBooks, Xero, Sage. No manual cleanup needed.
Amex Credit Cards & Statement Challenges
Credit card formats we've seen and verified for accuracy.
Synthetic example of a Amex credit card statement
The Platinum Card
Credit-cardCommon pain points with this format:
Currency Only Shown in Column Header
American Express statements display the currency symbol only in the column header, not with each amount. We track the currency context throughout the statement to ensure all amounts are properly labeled with the correct currency.
Currency Only Shown in Column Header
American Express statements display the currency symbol only in the column header, not with each amount. We track the currency context throughout the statement to ensure all amounts are properly labeled with the correct currency.
Transactions Split Across Multiple Tables
American Express Canada statements split transactions into separate tables by type (deposits, withdrawals, checks, online transfers, etc.), each with different column layouts. Manually merging these into a single timeline is tedious and error-prone. We combine all tables into one chronological list while preserving transaction type information.
Missing Year in Dates
Amex Bank of Canada statements omit the year from transaction dates (e.g., "15/03" instead of "15/03/2025"), which makes it impossible to sort or reconcile without guessing. We infer the correct year from the statement period and surrounding context.
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