American Express · All formats

Convert American Express statements to Excel, CSV, QuickBooks or Xero

Turn American Express PDF bank statements into CSV, Excel, QBO or Xero files, checked against your opening and closing balance. Free preview, no sign-up.

Files deleted after 1 hourNever stored or used for trainingBalance check on every file
Processed in memory, never stored

1. Download the PDF from American Express

  1. Sign in at americanexpress.com.
  2. Go to Statements & Activity, then the Statements tab.
  3. Download the PDF for the billing period you need.

2. Upload and verify

Utilly reads every transaction, then checks that opening balance + transactions = closing balance. You'll see Balanced ✓ or exactly how far off it is, before you pay anything.

3. Download any format

Every conversion includes CSV (opens in Excel and Sheets), a QuickBooks .QBO Web Connect file and a Xero-ready CSV. One credit covers all formats.

About American Express statements

Amex lets you download recent activity, but older billing periods and statements forwarded by clients are usually PDFs. Utilly turns charges and payments into signed transactions so card spending imports with the right direction.

Works with American Express credit card statements. Any text-based PDF works; if your file doesn't balance, email us and we'll fix it or refund you.

Pricing

Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.

FAQ

Questions

Can I convert a American Express statement PDF to Excel, QuickBooks or Xero for free?

You can preview every statement free: we show the balance check and the first 5 transactions with no sign-up. Unlocking the full file costs one credit ($9 for 5 statements).

Is my statement stored?

No. The PDF is read in memory and never written to disk, and extracted results are deleted after 1 hour. We never use your data for AI training.

Do scanned statements work?

Not yet. PDFs downloaded from online banking are text-based and work well. Scans and phone photos need OCR, which is on the roadmap.

What if it doesn't balance?

You'll see exactly how far off it is before paying. If a paid conversion is wrong and we can't fix it, email support@version1.io for a refund.

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