Truist Statements + Bookkeepers Workflow
As bookkeeper, you regularly handle Truist bank statements. Bookkeepers deal with statements from dozens of different banks, each with its own PDF format. Copy-pasting transactions is error-prone and tedious.
BankScan AI: Truist to Excel for Bookkeepers
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. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
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 Bookkeepers Handle Truist Statements
When working with Truist statements, bookkeepers need to Bookkeepers collect bank statements from clients weekly or monthly, categorise each transaction against the chart of accounts, reconcile balances, and flag discrepancies. They typically process statem
Key terms you'll encounter: chart of accounts, bank feed, transaction categorisation, month-end close, unreconciled items.
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 bookkeepers workflow
Download Excel ready for Xero, QuickBooks Online or direct analysis.
Truist + Bookkeepers 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 Bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
- Software compatible — Output works directly with Xero, QuickBooks Online, FreeAgent
Convert Truist Statements — Built for Bookkeepers
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