Truist Statement Converter for Annual Company Accounts

Convert your Truist bank statement to Excel for annual company accounts. Handles MM/DD dates. Accounts must be filed within 9 months of the accounting year-end for private companies; late filing penalties start at 150 GBP and escalate to 1,500 GBP

Convert Truist Statement Free
99%+Accuracy
30sPer Statement
40+Banks Supported
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Truist Statements for Annual Company Accounts

Preparing Truist bank statements for annual company accounts? Preparing annual accounts for Companies House requires reconciling a full year of bank transactions. Many small companies still rely on PDF statements from their bank.

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 your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.

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 Annual Company Accounts

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), aligned to the company's accounting reference date of statements.

How It Works

1

Upload your Truist statement

Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need Full financial year (12 months), aligned to the company's accounting reference date? Upload them all.

2

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 Opening and closing bank balances, total income received, ca.

3

Use for annual company accounts

Download formatted Excel ready for annual company accounts. Full year reconciled to the nominal ledger, with month-end balances matching bank reconciliation statements, ready for trial balance extraction

Truist + Annual Company Accounts Features

Convert Truist for Annual Company Accounts — Fast

Accounts must be filed within 9 months of the accounting year-end for private companies; late filing penalties start at 150 GBP and escalate to 1,500 GBP

Convert Truist Statement Free

Frequently Asked Questions

Can I use a Truist statement for annual company accounts?
Yes. BankScan AI converts Truist PDFs to structured spreadsheets ideal for annual company accounts. Convert your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.
How many months of Truist statements do I need?
For annual company accounts, typically Full financial year (12 months), aligned to the company's accounting reference date are required. Companies House (for annual filing), HMRC (for Corporation Tax return CT600), and the company's directors and shareholders will specify the exact period.
How does BankScan AI handle Truist's format?
Truist uses MM/DD with sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. BankScan AI is trained on this exact format.
Is my data secure?
Your bank statements are processed in memory and deleted immediately. We never store your financial data.

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