Truist Statements + Dentists Workflow
As dentist, you regularly handle Truist bank statements. Dental practices handle a mix of NHS and private payments, equipment purchases, and supplier invoices — all flowing through multiple bank accounts.
BankScan AI: Truist to Excel for Dentists
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 practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
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 Dentists Handle Truist Statements
When working with Truist statements, dentists need to Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials and lab work, and manage associate dentist fees. Ba
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation, practice plan.
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 dentists workflow
Download Excel ready for Sage, Xero or direct analysis.
Truist + Dentists 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 Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
Convert Truist Statements — Built for Dentists
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