Truist Statements + Doctors & GPs Workflow
As doctor, you regularly handle Truist bank statements. GP practices and private doctors deal with NHS reimbursements, private patient fees, and practice expenses across multiple accounts.
BankScan AI: Truist to Excel for Doctors & GPs
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. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
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 Doctors & GPs Handle Truist Statements
When working with Truist statements, doctors & gps need to GP practices receive Global Sum payments from NHS England, enhanced service payments, QOF achievement payments, and private income. Practice managers reconcile bank statements against PCSE payment sch
Key terms you'll encounter: Global Sum, QOF payments, partner drawings, PCSE schedule, superannuation.
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 doctors & gps workflow
Download Excel ready for Sage, Xero or direct analysis.
Truist + Doctors & GPs 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 Doctors & GPs — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
- Software compatible — Output works directly with Sage, Xero, IRIS GP Accounts
Convert Truist Statements — Built for Doctors & GPs
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