American Express Statements for Expense Reporting
Preparing American Express bank statements for expense reporting? Employees and business owners need to extract business expenses from personal or corporate bank statements for reimbursement claims and expense reporting.
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 your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
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 Expense Reporting
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 Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of statements.
How It Works
Upload your American Express statement
Drop your American Express UK statement PDF. Supports PDF. Need Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year? 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 Business travel costs, client entertainment, subsistence, mi.
Use for expense reporting
Download formatted Excel ready for expense reporting. Expenses categorised by HMRC-allowable type, with date, payee, amount, and business purpose; VAT amount separated where applicable for reclaim
American Express + Expense Reporting 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 expense reporting — Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
- Period coverage — Convert Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of American Express statements in minutes
Convert American Express for Expense Reporting — Fast
Monthly expense claims typically due within 30 days of the expense; P11D filing deadline is 6 July following the tax year
Convert American Express Statement Free