American Express + FreeAgent: Bridge the Gap
Need to get your American Express UK bank statement into FreeAgent? 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 / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts American Express for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. 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 FreeAgent
Our AI parses American Express's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
American Express to FreeAgent 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
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import American Express Data into FreeAgent
After converting your American Express statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import American Express into FreeAgent Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import American Express to FreeAgent Free