Upload any American Express statement PDF — Platinum, Gold, Green, Business Platinum, Business Gold, Blue Business Cash, Corporate Card — and get a clean Excel file with one row per charge: date, merchant, category, amount, cardholder name, and reference number.
Convert your Amex statement — free
American Express statements lead with three or four pages of summary — payment due, rewards balance, fee disclosures, year-to-date spend categorization. The actual transaction list starts on page 4 or later. Generic PDF tools that grab the first table they find pull the summary instead of the activity. Multi-page transaction lists wrap merchant names ('SQ *MORNING COFFEE BROOKLYN NY') across two lines without joining cleanly.
Corporate Amex programs are worse. A single statement covers 5-30 cardholders across separate sections. Reconciling a Business Platinum statement against employee expense reports manually is hours per month — and a transposed digit on a multi-thousand-dollar charge is real money on the line.
PDFExcel skips Amex's summary pages and goes straight to the transaction sections. Each charge becomes one row with transaction date, posting date, merchant, category (when present), amount, and reference number. Multi-cardholder corporate statements preserve the cardholder name as its own column so you can pivot by employee — a Business Platinum statement covering 12 employees comes back as one workbook with all 12 stitched together but filterable.
Wrapped merchant names rejoin into one cell. Foreign-currency charges keep both the original amount (with currency code) and the USD-converted amount. Built-in OCR handles scanned and faxed Amex statements automatically. Drop into QuickBooks via PDF import, expense reconciliation, or the corporate-card audit workflow.
The model knows that Amex's reference numbers (5-digit + dash + 5-digit format) are different from charge IDs, and that 'AplPay 0123' indicates a wallet-paid transaction. Trained on real Amex personal, business, and corporate statements.
Generic PDF tools either grab the summary tables (and miss transactions) or fail on multi-cardholder corporate statements. PDFExcel reads Amex's structure natively — including the multi-cardholder Business Platinum and Corporate layouts.
Multi-cardholder statement consolidated into one workbook. Pivot by Cardholder column to confirm every charge matches a submitted expense report.
| # | Date | Merchant | Category | Amount | Cardholder | Card Last 4 |
|---|---|---|---|---|---|---|
| 1 | 03/02/2025 | DELTA AIR LINES | Travel | $842.30 | S. Patel | 1248 |
| 2 | 03/03/2025 | AMZN MKTP US*A12B3CD45 | Office Supply | $148.92 | S. Patel | 1248 |
| 3 | 03/06/2025 | SQ *MORNING COFFEE BROOKLYN NY | Meals | $18.40 | L. Martinez | 8821 |
| 4 | 03/09/2025 | UBER TRIP HELP.UBER.COM | Transport | $32.15 | L. Martinez | 8821 |
| 5 | 03/14/2025 | MARRIOTT INTL DENVER CO | Travel | $612.00 | S. Patel | 1248 |
| 6 | 03/16/2025 | ATLAS COFFEE LDN GBR | Meals | £9.40 | K. Chen | 4471 |
Finance ops at Amex Business / Corporate Card customers, AP teams matching corporate-card charges to expense reports, controllers tracking T&E spend, audit firms doing corporate-card compliance reviews.
Monthly Amex Business Platinum covering 12 cardholders. Convert, pivot by Cardholder, confirm every charge matches a submitted expense report. Reconciliation drops from a half-day to 90 minutes.
Quarterly Amex Business Gold review across departments. Pivot by Category and Cardholder to identify policy-cap violations and inform the next quarter's T&E budget.
Sole proprietor uses personal Amex for business meals. Convert monthly statement, filter by Category = Meals, copy into the client's QuickBooks bookkeeping for Schedule C deduction tracking.
Yes. Business Platinum and Corporate Card statements preserve the cardholder name as its own column. A statement covering 12 employees comes back as one workbook with all 12 stitched together — pivot by cardholder for expense-report matching.
Yes. Amex's first 3-4 pages of summary (rewards balance, payment due, YTD categorization) are skipped. The transaction extraction starts at the activity section regardless of which page it begins on.
Foreign currency charges preserve both the original amount (with currency code) and the USD-converted equivalent. Useful for international travel reconciliation and FX gain/loss tracking on corporate cards.
Yes. Built-in OCR runs automatically when there's no embedded text layer. Native PDFs (downloaded from americanexpress.com) extract at near-perfect accuracy; scanned, faxed, or printed-and-rescanned copies trigger OCR with no extra setup.
Yes. Export as CSV with QuickBooks' standard columns and import via Banking → File Upload (treat the Amex card as a credit card account in QBO). The dedicated QuickBooks PDF import flow pre-formats the export.