Truist Statements + Care Homes Workflow
As care home manager, you regularly handle Truist bank statements. Care homes receive local authority funding, private fees, and NHS contributions — each with different payment schedules and reconciliation requirements.
BankScan AI: Truist to Excel for Care Homes
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 your care home bank statements to Excel to reconcile council payments, private resident fees, and NHS funding allocations efficiently.
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 Care Homes Handle Truist Statements
When working with Truist statements, care homes need to Care home managers reconcile multiple funding streams: local authority spot purchase and block contract payments, private resident fees (often paid by family members), NHS Funded Nursing Care (FNC) co
Key terms you'll encounter: funded nursing care, continuing healthcare, spot purchase, block contract, top-up fees.
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 care homes workflow
Download Excel ready for Sage, Xero or direct analysis.
Truist + Care Homes 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 Care Homes — Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
- Software compatible — Output works directly with Sage, Xero, CoolCare
Convert Truist Statements — Built for Care Homes
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