Amex Credit Card Statement to Excel Converter logo Excel · CSV · QBO · Xero

Amex Credit Card Statement to Excel Converter

Convert American Express credit card statement PDFs into clean, structured Excel spreadsheets. FlowParse reads the Amex statement layout — the Account Summary (previous balance, payments and credits, new charges, fees, interest charged and new balance, plus the minimum payment due and payment due date) and the dated New Charges listing — and rebuilds every line as an editable row with date, merchant description and a signed amount. Amex Platinum, Gold, Blue Cash, Delta SkyMiles, Amex EveryDay and Business cards are all supported.

Scanned or digital · multi-page · balance-validated · duplicates removed

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This page is the credit-card-specific converter; for charge-card and other Amex account statements see the general Amex statement converter. Rather than retyping a month or a year of card spending by hand, upload the statement, let the AI extract every transaction in seconds, review the editable preview, and export to Excel, CSV or a QuickBooks-ready file — with charges and payments signed correctly and the statement totals checked before you download.

AI extraction, no templates

Reads this bank's layout with no per-bank setup.

Every column preserved

Date, description, amount, balance and every extra field, 1:1.

Balance-validated

Opening + transactions = closing, checked on every file.

Scanned & multi-page

OCR for image PDFs; long statements stitched into one list.

What FlowParse extracts from an Amex credit card statement

An American Express statement opens with an Account Summary — previous balance, payments and credits, new charges, fees, interest charged, new balance, minimum payment due and payment due date — followed by a dated New Charges listing. FlowParse extracts the summary figures and every transaction: date, merchant or description, and the amount.

Everything printed is preserved. Charges are kept positive and payments, credits and refunds negative so the totals match the summary, the merchant text is captured verbatim for categorisation, and supplementary-cardmember sections are kept distinct so spend stays attributable per card.

FieldCaptured in the export
DateTransaction / posting date, normalised
DescriptionPayee, merchant or transfer detail, verbatim
AmountSingle signed value (debits −, credits +)
BalanceRunning balance per transaction
Reference / typeCheck number, transaction type, reference
FlowParse
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FlowParse
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Why credit card statements differ from bank statements

Unlike a chequing statement with a running balance, a credit card statement is organised around a billing cycle: an opening balance, the charges and payments during the period, the interest and fees applied, and the new balance with a minimum payment and due date. The transaction list mixes purchases, payments, cash advances and refunds rather than simple debits and credits.

FlowParse understands that structure. It signs purchases and payments correctly, separates fees and interest from spending, and ties the transaction total back to the Account Summary, so the exported spreadsheet reconciles to the statement the way an accountant expects.

New to this? Read the guide on how to convert a bank statement PDF to Excel.

From PDF to clean data in three steps

1 · Upload the PDF

Drop one statement or many — digital or scanned, any number of pages.

2 · AI extracts & validates

Every transaction is read, amounts signed, balances checked, weak pages retried.

3 · Review & export

Check the editable preview, then download Excel, CSV, QBO, QFX, OFX or Xero.

FlowParse
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Export formats

Convert to the format you need

The same extraction powers every export — convert once, then choose the output your next tool expects.

FormatBest for
Excel (.xlsx)Analysis, totals, sharing
CSVImporting into any tool
.QBOQuickBooks Online & Desktop
.QFXQuicken
.OFXMost accounting tools
Xero CSVXero statement import

Go to a format: Excel, CSV, QBO, Xero.

FlowParse
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Manual work vs FlowParse

Re-typing a statement by hand is slow and error-prone. FlowParse is near-instant, accurate, and scales to any volume.

What happensBy handFlowParse
Reading the dataCopy-paste line by lineAI extracts every transaction
Scanned statementsRe-typed manuallyOCR reads them automatically
Debits & creditsYou fix every signPre-signed, normalised
Balance checkManual reconciliationValidated automatically
Time per statement20–40 minutesUnder 30 seconds
A full yearHours per accountOne Smart Merge upload
FlowParse
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Smart Merge

A whole year into one reconciled Excel

Smart Merge takes up to 100 Amex PDFs — across cards and months — and consolidates them into a single Excel with one unified transaction sheet, duplicate detection across overlapping statements, and a source reference on every row.

That turns a year of card spending into one categorised workbook for expenses or tax, instead of opening twelve separate statements.

QuickBooks & Xero

Import straight into your accounting software

Need it in your books? FlowParse builds a real bank-feed file. The .QBO imports directly into QuickBooks with no CSV column mapping, each transaction carries a unique ID so re-imports never duplicate, and Quicken users get .QFX.

FlowParse
app.parseflow.io
FlowParse
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Accuracy you can trust

Validated, not just converted

The same extraction powers every export. Take your Amex card data to Excel for analysis and expense reporting, CSV for importing anywhere, a real .QBO/.OFX file that auto-imports into QuickBooks with no mapping, or a Xero-ready CSV for reconciliation.

That fits whether you're an individual tracking card spend, a small business preparing expense claims, or an accountant bringing a client's card activity into the books for the period.

Opening + transactions = closing
Continuous running balance
Duplicate detection
Missing-page detection
Per-field confidence scores
Editable preview before export

More on the validation and reconciliation engines.

Built for sensitive data

Your bank statements stay private

Bank statements are among the most sensitive documents you own. Converting one never puts it at risk.

Encrypted transfer

Every upload and download runs over TLS.

Deleted after processing

Your original PDF is removed as soon as it's converted.

EU-hosted

Processed on EU infrastructure.

No AI training

Your documents are never used to train models. GDPR-aligned.

Read the full security overview.

Who converts these statements

Accountants

Bring client statements into Excel or QuickBooks without re-keying.

Bookkeepers

Catch up months of statements in minutes.

Small businesses

Get PDF-only statements into the books, ready for tax time.

Loan & mortgage applicants

Turn statements into a clean spreadsheet for underwriting.

Finance teams

Standardise statements from many banks into one format.

Anyone with a PDF statement

Skip the manual typing — convert and move on.

Frequently asked questions

FlowParse
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Convert your statement now

Upload a PDF and get clean Excel, CSV, QBO or Xero in seconds — balances validated, duplicates removed.