Convert your American Express statement to Excel, QBO & Xero
Credit card statements convert to a reconciled Excel file, QuickBooks CSV, or Xero CSV in about a minute — free, no signup, no watermark.
What we extract from an American Express statement
American Express statements are credit card statements only — there's no Amex checking or savings product to worry about, so our Amex template is built specifically around how a card statement is laid out: charges, payments, credits, and fees running from one closing date to the next.
That closing-date structure is the detail that trips up naive parsers, because an Amex billing period doesn't run on a calendar month — it runs from the previous closing date to the current one. Our Amex template reads that period directly off the statement rather than assuming a fixed date range, so the transactions in your export line up with the same billing cycle Amex used when it printed the statement.
We check the math before you export
Every Amex statement we convert is summed and checked against the new balance Amex printed for that closing-date period. If our extracted total matches, you get a clean Balanced result before you export anything. If a charge or credit was misread or dropped, we show you the exact dollar difference instead of a spreadsheet that quietly doesn't add up.
Exports, OCR, and zero retention
Every American Express statement converts to Excel (XLSX), QuickBooks CSV in both 3-column and 4-column formats, and Xero CSV — all on the free tier, with no signup and no watermark, up to 3 pages a day.
Scanned PDFs and photos (JPG or PNG) of American Express statements are OCR'd automatically. Password-protected PDFs are supported too — the password is used only for that one conversion and is never stored or logged.
Retention is zero by design: your American Express statement file is deleted the moment parsing completes. See exactly how that works, including how we handle passwords, on our security page.
American Express statement conversion — FAQ
Does the conversion account for Amex's closing-date billing cycle?
Yes. Amex statements run on a closing-date cycle rather than a calendar month, and our template reads that period directly from the statement so the transactions in your export match the billing cycle Amex printed.
Can I convert an Amex statement that's a scanned PDF or a photo?
Yes. Scanned PDFs and photos (JPG or PNG) of Amex statements are OCR'd automatically before extraction.
What if my Amex statement is password-protected?
That's supported. We ask for the password to open it, and it's never stored or logged — used only in memory for that one conversion.
Are QuickBooks and Xero exports free for Amex statements?
Yes. Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV are all available on the free tier, with no account and no watermark.
Ready to convert your American Express statement?
No account, no watermark, and a reconciliation check that catches conversion errors before you ever download a file.
SoFlo360 Statements is an independent tool and is not affiliated with, endorsed by, or sponsored by American Express. American Express and its logo are trademarks of their respective owners.
Last updated July 11, 2026.