Truist Statements for Bank Reconciliation
Preparing Truist bank statements for bank reconciliation? Monthly bank reconciliation requires matching every bank transaction against your accounting records. Working from PDF statements makes this slow and error-prone.
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 statement PDFs to Excel for fast side-by-side reconciliation with your accounting records. Sort by date, filter by amount, and spot discrepancies instantly.
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 Bank Reconciliation
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 Monthly, covering one calendar month per reconciliation cycle; year-end reconciliation covers the full 12-month period of statements.
How It Works
Upload your Truist statement
Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need Monthly, covering one calendar month per reconciliation cycle; year-end reconciliation covers the full 12-month period? 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 Every transaction with date, description, and amount; openin.
Use for bank reconciliation
Download formatted Excel ready for bank reconciliation. Transactions in exact chronological order with running balance, matching the bank's own running total; amounts must reconcile to the penny against the nominal ledger
Truist + Bank Reconciliation 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 bank reconciliation — Convert bank statement PDFs to Excel for fast side-by-side reconciliation with your accounting records. Sort by date, filter by amount, and spot discrepancies instantly.
- Period coverage — Convert Monthly, covering one calendar month per reconciliation cycle; year-end reconciliation covers the full 12-month period of Truist statements in minutes
Convert Truist for Bank Reconciliation — Fast
Best practice is to reconcile within 5 working days of month-end; delays compound and make year-end reconciliation significantly harder
Convert Truist Statement Free