AI-powered · Free to try

Convert American Express statements to Excel or CSV

Upload any Amex PDF statement — personal, business, or corporate card — and get a clean, structured spreadsheet in under 60 seconds.

No credit card required · 120 free pages

Supported American Express statement formats

  • Amex personal card statements — Gold, Platinum, Green, Blue Cash (PDF)
  • Amex business card statements — Business Gold, Business Platinum, Blue Business Cash (PDF)
  • Amex corporate card statements (PDF)
  • Amex savings account statements (PDF)
  • Annual summary and year-end statements (PDF)

About American Express statements

American Express PDFs are clean, text-selectable digital documents. Business card statements often span many pages and include multiple employee card sections — LedgerLift extracts all transaction rows accurately across the full statement.

Your American Express statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a American Express statement

Four steps. Under a minute.

01

Download your Amex statement PDF

Log in at americanexpress.com, go to Statements & Activity, select the statement period, and download as PDF.

02

Upload to LedgerLift

Drop the Amex PDF into LedgerLift. The AI reads the statement layout and extracts every transaction — including employee card sections on business statements.

03

Review and edit

Check the extracted table and correct any rows before exporting. Business statements with many cardholders may have a large number of rows.

04

Export as Excel or CSV

Download your spreadsheet and import into your expense management or accounting platform.

Export American Express transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert American Express statements?

Common workflows that use Amex statement conversion.

Business expense reporting

Convert Amex Business Gold or Platinum statements to CSV and import into QuickBooks, Xero, or Concur for expense categorization and reporting.

Tax preparation

Pull a full year of Amex personal and business card activity into one Excel file for your CPA or tax software.

Corporate card reconciliation

Extract corporate card transactions across multiple employees into a single structured spreadsheet for monthly close.

Rewards and spending analysis

Analyze Amex spending patterns by merchant category using Excel pivot tables built from your exported CSV.

Frequently asked questions about American Express conversion

Does LedgerLift work with both personal and business Amex cards?
Yes — personal cards (Gold, Platinum, Blue Cash, etc.) and business cards (Business Gold, Business Platinum, Blue Business Cash, Plum) are all supported.
Can I export Amex business statements with multiple employee cards?
Yes. Business statements that include supplemental employee card sections are processed in full — all cardholder transactions are extracted.
How accurate is American Express statement extraction?
Amex digital PDFs are typically 99%+ accurate. The review table lets you check and edit any row before downloading.
Can I batch-convert multiple months of Amex statements?
Accountant plan users can upload multiple PDFs at once. Pro and Free users process one file at a time.
Does it capture Amex membership rewards or points transactions?
Points and rewards activity that appears as line items on the statement are extracted. Points balance summaries in the statement header are not included in the CSV.

Ready to convert your American Express statement?

Upload your PDF now. No credit card required — 120 pages free.

Convert a Amex statement free