Truist Statements + Auto Dealers Workflow
As an auto dealer, you regularly handle Truist bank statements. Auto dealerships process floor plan financing, vehicle sales, trade-ins, F&I product income, and manufacturer incentives — requiring complex bank reconciliation.
BankScan AI: Truist to Excel for Auto Dealers
BankScan AI converts Truist statements to Excel automatically — handling MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Convert dealership bank statements to spreadsheets for floor plan reconciliation, sales tracking, and manufacturer incentive verification.
About Truist Statement Format
Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Truist Statement Quirks
Truist uses MM/DD with sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Common issues: Legacy BB&T and SunTrust statement formats still appear for customers who have not yet been fully migrated, the merger created accounts with different numbering schemes, and Truist One checking reward entries use a unique format. BankScan AI handles all of these automatically.
How Auto Dealers Handle Truist Statements
When working with Truist statements, auto dealers need to Auto dealership controllers reconcile floor plan financing curtailments against vehicle sales, track F&I (Finance and Insurance) product income, verify manufacturer incentive and holdback payments, ma
Key terms you'll encounter: floor plan curtailment, deal jacket, holdback, F&I income, trade-in payoff.
How It Works
Upload Truist statement
Drag and drop your Truist PDF. Supports PDF. Our AI handles MM/DD automatically.
AI parses the statement
Our AI understands Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance and extracts every transaction with 99%+ accuracy.
Use in your auto dealers workflow
Download Excel ready for CDK Global, Reynolds and Reynolds or direct analysis.
Truist + Auto Dealers Features
- Legacy BB&T and — SunTrust formatting may still appear depending on account migration status
- Truist One checking — tier benefits are summarised in the statement header
- Built for Auto Dealers — Saves 3-5 hours per week on floor plan reconciliation and deal funding verification for a dealership selling 100+ vehicles per month
- Software compatible — Output works directly with CDK Global, Reynolds and Reynolds, QuickBooks
Convert Truist Statements — Built for Auto Dealers
Handles MM/DD dates, sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance, and PDF formats automatically.
Convert Truist Statements Free