American Express + Clear Books: Bridge the Gap
Need to get your American Express UK bank statement into Clear Books? American Express uses DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts American Express for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.
How It Works
Upload your American Express PDF
Drag and drop your American Express statement. Supports PDF with DD MMM YY handling.
AI converts for Clear Books
Our AI parses American Express's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
American Express to Clear Books Features
- American Express optimised — Trained on American Express's charge card layout with separate sections for new charges, payments, credits, and membership rewards summary with DD MMM YY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import American Express Data into Clear Books
After converting your American Express statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import American Express into Clear Books Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import American Express to Clear Books Free