Truist Statements for Expense Reporting
Preparing Truist bank statements for expense reporting? Employees and business owners need to extract business expenses from personal or corporate bank statements for reimbursement claims and expense reporting.
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 bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
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 Expense Reporting
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 Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of statements.
How It Works
Upload your Truist statement
Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year? Upload them all.
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 Business travel costs, client entertainment, subsistence, mi.
Use for expense reporting
Download formatted Excel ready for expense reporting. Expenses categorised by HMRC-allowable type, with date, payee, amount, and business purpose; VAT amount separated where applicable for reclaim
Truist + Expense Reporting Features
- Truist optimised — Handles MM/DD dates and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- Built for expense reporting — Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
- Period coverage — Convert Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of Truist statements in minutes
Convert Truist for Expense Reporting — Fast
Monthly expense claims typically due within 30 days of the expense; P11D filing deadline is 6 July following the tax year
Convert Truist Statement Free