American Express Statement Converter for PPP & EIDL Documentation

Convert your American Express bank statement to Excel for ppp & eidl documentation. Handles DD MMM YY dates. PPP forgiveness applications should be submitted within 10 months of the covered period end to avoid loan repayment starting; SBA OIG audits can occur years after forgiveness

Convert American Express Statement Free
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30sPer Statement
40+Banks Supported
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American Express Statements for PPP & EIDL Documentation

Preparing American Express bank statements for ppp & eidl documentation? PPP and EIDL loan recipients need bank statements to document eligible expenses, payroll costs, and fund usage for SBA forgiveness applications and ongoing compliance.

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 spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.

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 PPP & EIDL Documentation

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 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage of statements.

How It Works

1

Upload your American Express statement

Drop your American Express UK statement PDF. Supports PDF. Need 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage? Upload them all.

2

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 Payroll costs (must be at least 60% of PPP funds), rent, uti.

3

Use for ppp & eidl documentation

Download formatted Excel ready for ppp & eidl documentation. Expenses categorized by PPP-eligible category (payroll, rent, utilities, etc.) with dates proving they fall within the covered period; FTE headcount evidence from payroll transactions

American Express + PPP & EIDL Documentation Features

Convert American Express for PPP & EIDL Documentation — Fast

PPP forgiveness applications should be submitted within 10 months of the covered period end to avoid loan repayment starting; SBA OIG audits can occur years after forgiveness

Convert American Express Statement Free

Frequently Asked Questions

Can I use a American Express statement for ppp & eidl documentation?
Yes. BankScan AI converts American Express PDFs to structured spreadsheets ideal for ppp & eidl documentation. Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
How many months of American Express statements do I need?
For ppp & eidl documentation, typically 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage are required. SBA and the PPP/EIDL servicing lender for forgiveness review; SBA Office of Inspector General for post-forgiveness audits will specify the exact period.
How does BankScan AI handle American Express's format?
American Express uses DD MMM YY with charge card layout with separate sections for new charges, payments, credits, and membership rewards summary. BankScan AI is trained on this exact format.
Is my data secure?
Your bank statements are processed in memory and deleted immediately. We never store your financial data.

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