American Express → Excel for Tax Preparers
As tax preparer, 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 tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
American Express + Excel + Tax Preparers
- 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 tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
American Express to Excel — For Tax Preparers
Handles DD MMM YY, outputs perfect Excel. Free tier available.
Convert American Express to Excel Free