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
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.
| Field | Captured in the export |
|---|---|
| Date | Transaction / posting date, normalised |
| Description | Payee, merchant or transfer detail, verbatim |
| Amount | Single signed value (debits −, credits +) |
| Balance | Running balance per transaction |
| Reference / type | Check number, transaction type, reference |
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.
Convert to the format you need
The same extraction powers every export — convert once, then choose the output your next tool expects.
| Format | Best for |
|---|---|
| Excel (.xlsx) | Analysis, totals, sharing |
| CSV | Importing into any tool |
| .QBO | QuickBooks Online & Desktop |
| .QFX | Quicken |
| .OFX | Most accounting tools |
| Xero CSV | Xero statement import |
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 happens | By hand | FlowParse |
|---|---|---|
| Reading the data | Copy-paste line by line | AI extracts every transaction |
| Scanned statements | Re-typed manually | OCR reads them automatically |
| Debits & credits | You fix every sign | Pre-signed, normalised |
| Balance check | Manual reconciliation | Validated automatically |
| Time per statement | 20–40 minutes | Under 30 seconds |
| A full year | Hours per account | One Smart Merge upload |
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.
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.
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.
More on the validation and reconciliation engines.
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.
