Bulk conversion by bank

Bulk convert Amex statements to CSV

Multi-year expense reviews are the usual reason for needing Amex history in bulk. Batch conversion is built for exactly that.

Up to 10 statements at onceOne merged CSV, in date orderNever stored on our servers

Years of Amex statements, not just months

An expense claim built on "$412.00, no further detail" doesn't hold up to an audit, and that's the failure mode a lot of bulk PDF converters produce on Amex statements once merchant names or transaction references get truncated. The whole point of converting card statements for a claim or a review is being able to say what each charge was for, so anything that clips the description at a fixed width defeats the purpose of doing this at all.

Full merchant names and references are what come through here, on Platinum, Gold, Velocity Platinum, Explorer, Qantas Ultimate and Amex business and corporate cards alike. Categorisation happens automatically as a first pass, and every category stays editable before download, so an unusual merchant that gets miscategorised takes a click to fix rather than a manual line-by-line check of the whole file.

Volume is usually the actual reason someone's here rather than converting one statement at a time. Amex reviews tend to be retrospective and multi-year: an audit response, a reimbursement claim that never got filed, a business trying to untangle personal spending from deductible spending after the fact. A two-year review of one card is twenty-four statements on its own. Ten go into a batch at once, so a year clears in two runs and the whole review is a handful of them, each returned as a single merged CSV in date order.

Batching one financial year at a time tends to be the cleanest way to structure it, since it produces one file per year lining up with how the claim or return actually gets assembled, rather than one large file that needs splitting afterwards.

Converting a single Amex statement instead? →

How bulk conversion works

1

Gather

Download your statement PDFs from internet banking

2

Drop them in

Up to 10 at a time, from one account or several

3

Convert

Every statement parsed in parallel, transactions categorised

4

Download

One merged CSV in date order, or a ZIP of separate files

Frequently asked questions

Which Amex cards are supported?

Australian consumer cards including Platinum, Gold, Velocity Platinum, Explorer and Qantas Ultimate, plus Amex business and corporate card statement formats.

Can I convert statements going back several years?

Yes. There's no date limit on the statements themselves. If you have the PDF, it converts. That's the common case with Amex, where expense reviews and audits often span multiple years.

Are merchant names preserved?

Yes. Full merchant names and transaction references come through into the CSV rather than being truncated, which is what makes the output usable for substantiating expense claims.

How should I batch a multi-year review?

One batch per financial year is usually cleanest, since it produces one merged CSV per year and matches how claims and returns get prepared. Ten statements per batch covers ten months, so a full year is two runs.

Can I mix Amex statements with bank accounts in one batch?

Yes. Each file carries its own bank setting, so Amex card statements can convert alongside Commonwealth Bank, Westpac, ANZ and the other supported banks in one run.

Related guides

Clear the backlog in one sitting

Batch conversion is included with the 350 and 700 credit packs, and with Professional and Business plans.