American Express → Excel for Mortgage Brokers
As mortgage broker, 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 mortgage brokers work
Download and use with Mortgage Brain, Twenty7Tec. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
American Express + Excel + Mortgage Brokers
- 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 mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
American Express to Excel — For Mortgage Brokers
Handles DD MMM YY, outputs perfect Excel. Free tier available.
Convert American Express to Excel Free