Convert a American Express statement to Xero
Xero won't read a PDF, and American Express won't export straight to Xero. Convert your American Express statement into a clean, categorized CSV, then import it into Xero in a couple of clicks.
Fictional sample output
Preview a American Express statement CSV for Xero
Statently turns separate withdrawals and deposits into one signed Amount column, cleans descriptions, and adds a category. This preview uses a fictional statement.
| Date | Description | Amount | Category |
|---|---|---|---|
| 2026-06-03 | Northwind Payroll | +3,450.00 | Income |
| 2026-06-04 | Harbor Market | -84.21 | Groceries |
| 2026-06-06 | City Utilities | -126.40 | Utilities |
| 2026-06-08 | Cloudwork | -18.00 | Software |
Private by design. Your uploaded PDF is processed in memory to create the CSV and is not stored.
Always review before importing. Compare totals and a sample of transactions with the original statement before reconciliation, tax filing, or accounting import.
Why American Express statements don't import into Xero directly
Xero imports bank data from CSV, not PDF, so a American Express statement has to be converted first. Amex statements omit a running balance; the converter leaves the Balance column blank rather than guessing. You get one clean, Xero-ready ledger instead of fighting merged cells and split columns.
How to import a American Express statement into Xero
- 1. Convert the statement. Upload your American Express statement PDF and download the categorized CSV.
- 2. Go to the bank account. In Xero: Accounting → Bank accounts → your account → Manage → Import a Statement.
- 3. Map & import. Match Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- Can I import a American Express PDF into Xero directly?
- No. Xero imports CSV, not PDF. Convert your American Express statement to CSV first, then import it.
- Is my American Express statement stored anywhere?
- No. Your PDF is processed in memory to extract the transactions and is never stored.
- What CSV format does Xero need?
- Xero needs a Date column, an Amount column (signed), and a Description or Payee column. The converter outputs exactly these.
Export American Express to another tool
Convert another bank to Xero
Related guides
- How to Import Bank Statements into Xero
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- How to Convert a Bank Statement PDF to CSV
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- How to Convert a Scanned Bank Statement to CSV
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- How to Import Bank Statements into QuickBooks
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Not affiliated with American Express or Xero. Your statement is processed in memory to extract transactions and is never stored.