American Express → Google Sheets for Financial Advisors (IFAs)
As financial advisor, you need American Express bank statements in Google Sheets 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 Google Sheets
Parses American Express's DD MMM YY, extracts all transactions, outputs Google Sheets (cloud format).
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 + Google Sheets + 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
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- 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 Google Sheets — For Financial Advisors (IFAs)
Handles DD MMM YY, outputs perfect Google Sheets. Free tier available.
Convert American Express to Google Sheets Free