Truist Statements + Estate Agents Workflow
As an estate agent, you regularly handle Truist bank statements. Estate agents manage client money accounts, commission income, and office expenses — all requiring careful reconciliation for compliance.
BankScan AI: Truist to Excel for Estate Agents
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 client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
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 Estate Agents Handle Truist Statements
When working with Truist statements, estate agents need to Estate agents reconcile client money accounts holding tenant deposits and rent, match commission income against completed property sales, and track office operating expenses. Client money accounts mus
Key terms you'll encounter: client money account, completion statement, exchange of contracts, CMP scheme, commission split.
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 estate agents workflow
Download Excel ready for Reapit, Alto by Vebra or direct analysis.
Truist + Estate Agents 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 Estate Agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
- Software compatible — Output works directly with Reapit, Alto by Vebra, Xero
Convert Truist Statements — Built for Estate Agents
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