Truist Statements + CPAs (Certified Public Accountants) Workflow
As cpa, you regularly handle Truist bank statements. CPAs managing multiple client engagements need to process bank statements from dozens of different US banks for tax preparation, audit support, and financial reviews.
BankScan AI: Truist to Excel for CPAs (Certified Public Accountants)
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 converts any US bank statement PDF to Excel instantly — supporting Chase, Bank of America, Wells Fargo, Citi, and 30+ US banks for seamless client work.
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 CPAs (Certified Public Accountants) Handle Truist Statements
When working with Truist statements, cpas (certified public accountants) need to CPAs receive client bank statements for tax return preparation, financial statement compilation and review, and audit procedures. They reconcile bank balances to general ledger accounts, trace transac
Key terms you'll encounter: bank confirmation, reconciling items, substantive testing, adjusted trial balance, workpaper.
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 cpas (certified public accountants) workflow
Download Excel ready for QuickBooks Online, Sage Intacct or direct analysis.
Truist + CPAs (Certified Public Accountants) 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 CPAs (Certified Public Accountants) — Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
- Software compatible — Output works directly with QuickBooks Online, Sage Intacct, CCH Axcess
Convert Truist Statements — Built for CPAs (Certified Public Accountants)
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