American Express → Excel for Financial Advisors (IFAs)
As financial advisor, you need American Express bank statements in Excel format. American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories. BankScan AI handles the conversion — DD MMM YY, charge card layout with separate sections for new charges, payments, credits, and membership rewards summary, and all.
How It Works
Upload American Express PDF
Drop your American Express statement PDF. Supports PDF.
AI converts to Excel
Parses American Express's DD MMM YY, extracts all transactions, outputs Excel (.xlsx).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
American Express + Excel + Financial Advisors (IFAs)
- American Express expertise — Handles DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
American Express to Excel — For Financial Advisors (IFAs)
Handles DD MMM YY, outputs perfect Excel. Free tier available.
Convert American Express to Excel Free