Truist Statements for Audit Preparation
Preparing Truist bank statements for audit preparation? Auditors need to verify bank balances and test transactions against financial statements. Getting bank data into a workable format is the first bottleneck.
Convert Truist Statements Instantly
BankScan AI converts your Truist statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance automatically. Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
About Truist Statement Format
Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Getting Your Truist Statement for Audit Preparation
In Truist Online Banking, go to 'Statements & Documents', select the account and period, and download as PDF. For QFX or CSV exports, use 'Download Transactions' from the account activity page. Download Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit of statements.
How It Works
Upload your Truist statement
Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit? Upload them all.
AI extracts every transaction
Our AI handles Truist's MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — extracting Year-end bank balance for bank confirmation, large or unusua.
Use for audit preparation
Download formatted Excel ready for audit preparation. Transactions sorted chronologically with running balance, year-end closing balance matching the bank confirmation letter, amounts in audit sampling format
Truist + Audit Preparation Features
- Truist optimised — Handles MM/DD dates and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- Built for audit preparation — Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
- Period coverage — Convert Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit of Truist statements in minutes
Convert Truist for Audit Preparation — Fast
Statutory accounts must be filed within 9 months of year-end for private companies; audit fieldwork typically compressed into 2-4 weeks
Convert Truist Statement Free