American Express Statement Converter for Financial Advisors (IFAs)

AI-powered American Express bank statement converter for financial advisors (ifas). Upload American Express PDFs, get Excel spreadsheets in seconds. Try free.

Convert American Express Statements Free
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

As financial advisor, you regularly handle American Express bank statements. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.

The Solution

BankScan AI converts American Express statements to Excel automatically. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.

About American Express Statements

American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.

How It Works

1

Upload American Express statement

Drag and drop your client's or your own American Express bank statement PDF. Supports PDF formats.

2

AI parses the statement

Our AI understands American Express's specific statement layout and extracts every transaction with over 99% accuracy.

3

Download your Excel file

Get a formatted spreadsheet ready for your financial advisors (ifas) workflow — import into accounting software or use for analysis.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Convert American Express Statements Free

Frequently Asked Questions

Is BankScan AI good for financial advisors (ifas) handling American Express statements?
Yes. BankScan AI is specifically trained on American Express's statement format and designed for financial advisors (ifas). Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
What American Express formats are supported?
BankScan AI supports American Express statements in PDF format — whether downloaded from online banking or scanned from paper.
Can I convert statements from other banks too?
Yes. BankScan AI supports 15+ UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and more.
Is there a free option?
Yes. BankScan AI offers a free tier so you can try the converter with no commitment. Paid plans from £7.99/month unlock batch conversion and higher volumes.

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