Statement Balance.

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.

Convert a statement

Tap to upload a statement or a photo of one

PDF, JPG, or PNG, up to 25MB

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.

The extracted total is checked against the new balance Amex printed for that closing-date period before you export anything.

Exports and retention

Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV, free up to 3 pages a day with no signup and no watermark. Scans, photos, and password-protected PDFs work, and your file is deleted the moment parsing completes: see our security page, or a sample export.

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?

Statement Balance 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 22, 2026.