American Express Statements for Audit Preparation
Preparing American Express bank statements for audit preparation? Auditors need to verify bank balances and test transactions against financial statements. Getting bank data into a workable format is the first bottleneck.
Convert American Express Statements Instantly
BankScan AI converts your American Express statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary automatically. Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
About American Express Statement Format
American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.
Getting Your American Express Statement for Audit Preparation
In Amex Online, go to 'Statements & Activity', select the statement period, and download as PDF. For CSV exports, use 'Download your statement data' and choose the date range. The Amex app also offers statement downloads. Download Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit of statements.
How It Works
Upload your American Express statement
Drop your American Express UK statement PDF. Supports PDF. Need Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit? Upload them all.
AI extracts every transaction
Our AI handles American Express's DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary — extracting Year-end bank balance for bank confirmation, large or unusua.
Use for audit preparation
Download formatted Excel ready for audit preparation. Transactions sorted chronologically with running balance, year-end closing balance matching the bank confirmation letter, amounts in audit sampling format
American Express + Audit Preparation Features
- American Express optimised — Handles DD MMM YY dates and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary
- Built for audit preparation — Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
- Period coverage — Convert Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit of American Express statements in minutes
Convert American Express for Audit Preparation — Fast
Statutory accounts must be filed within 9 months of year-end for private companies; audit fieldwork typically compressed into 2-4 weeks
Convert American Express Statement Free