American Express Statements + Charities & Non-Profits Workflow
As charity, you regularly handle American Express bank statements. Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise.
BankScan AI: American Express to Excel for Charities & Non-Profits
BankScan AI converts American Express statements to Excel automatically — handling DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
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.
American Express Statement Quirks
American Express uses DD MMM YY with charge card layout with separate sections for new charges, payments, credits, and membership rewards summary. Common issues: Supplementary cardholder transactions are listed separately and must be consolidated, membership reward point entries are interspersed with financial transactions, and the multi-section layout (charges, payments, interest, fees) requires section-aware parsing. BankScan AI handles all of these automatically.
How Charities & Non-Profits Handle American Express Statements
When working with American Express statements, charities & non-profits need to Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP, independent examination.
How It Works
Upload American Express statement
Drag and drop your American Express PDF. Supports PDF. Our AI handles DD MMM YY automatically.
AI parses the statement
Our AI understands American Express's charge card layout with separate sections for new charges, payments, credits, and membership rewards summary and extracts every transaction with 99%+ accuracy.
Use in your charities & non-profits workflow
Download Excel ready for Xero, QuickBooks or direct analysis.
American Express + Charities & Non-Profits Features
- Membership Rewards points — earned are displayed alongside qualifying transactions
- Supplementary cardholder transactions — appear in a dedicated sub-section
- Built for Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Convert American Express Statements — Built for Charities & Non-Profits
Handles DD MMM YY dates, charge card layout with separate sections for new charges, payments, credits, and membership rewards summary, and PDF formats automatically.
Convert American Express Statements Free