Organize American Express statements automatically by account, date, and clientautomatically
Rename American Express statement PDFs with account number, statement period, and cardholder. Keep your credit card records audit-ready and instantly searchable.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-09-15
Statement #
123-4567890-123
Issuer
American Express
Rename American Express statements instantly with account and period details.
- Upload Amex statement PDFs or connect your download folder.
- AI extracts account number, statement period, and transaction details.
- Approve confidence-scored filenames before filing to client folders.
Proof: 1.4k Amex statements processed last month at 97.1% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
amex-statement.pdf
2024-09-15_Amex_Statement_Platinum_August-2024.pdf
Example naming rule
Rename to 2024-09-15_american-express_123-456789
Why teams adopt this workflow
Amex-specific extraction: Recognizes American Express statement format, extracts account numbers, statement periods, and balances accurately.
Multi-card support: Handle statements from multiple Amex cards—personal, business, corporate—with automatic account identification.
Client-ready naming: Add client codes or cardholder names to filenames for easy distribution to clients or audit teams.
How it works
Amex statements auto-rename to YYYY-MM_Amex_Acct1234_Client.pdf with 97%+ accuracy, ready for reconciliation and audit trails.
- Upload Amex statement PDFs or connect your download folder.
- AI extracts account number, statement period, and transaction details.
- Approve confidence-scored filenames before filing to client folders.
FAQ
Can I rename Amex statements from multiple cards at once?
Yes. Upload statements from different Amex cards together, and we will extract each account number automatically for accurate naming.
Will it work with both personal and corporate Amex cards?
Absolutely. We handle American Express personal, business, and corporate card statements with the same accuracy.
How do I add cardholder names to Amex statement filenames?
Use custom naming templates to include cardholder names or client codes. Preview the format before processing, and apply it consistently across all statements.
Can I organize Amex statements by month or cardholder?
Yes. Our folder organization feature can automatically sort statements by month, quarter, year, or cardholder based on the statement period.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.