American Express Statements for Management Accounts
Preparing American Express bank statements for management accounts? Preparing monthly management accounts requires categorising all bank transactions by cost centre, project, or department. PDF statements make this analysis difficult.
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 Excel spreadsheets for fast categorisation, pivot table analysis, and management reporting. Save hours of manual data extraction.
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 Management Accounts
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, covering the previous calendar month; some businesses also require quarterly board packs with 3-month rolling data of statements.
How It Works
Upload your American Express statement
Drop your American Express UK statement PDF. Supports PDF. Need Monthly, covering the previous calendar month; some businesses also require quarterly board packs with 3-month rolling data? 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 Revenue by stream, cost of sales, overheads by category, pay.
Use for management accounts
Download formatted Excel ready for management accounts. Transactions categorised by nominal code or cost centre, with pivot-table-ready structure for departmental P&L analysis and budget-versus-actual comparison
American Express + Management Accounts 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 management accounts — Convert bank statements to Excel spreadsheets for fast categorisation, pivot table analysis, and management reporting. Save hours of manual data extraction.
- Period coverage — Convert Monthly, covering the previous calendar month; some businesses also require quarterly board packs with 3-month rolling data of American Express statements in minutes
Convert American Express for Management Accounts — Fast
Management accounts are typically expected within 10-15 working days of month-end to be useful for decision-making; stale data loses its management value
Convert American Express Statement Free