American Express → OFX for Enrolled Agents
As an enrolled agent, you need American Express bank statements in OFX 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 OFX
Parses American Express's DD MMM YY, extracts all transactions, outputs OFX (.ofx).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
American Express + OFX + Enrolled Agents
- American Express expertise — Handles DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
American Express to OFX — For Enrolled Agents
Handles DD MMM YY, outputs perfect OFX. Free tier available.
Convert American Express to OFX Free