Truist Statements for Investor Reporting
Preparing Truist bank statements for investor reporting? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
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 statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
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 Investor 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 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements.
How It Works
Upload your Truist statement
Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates? 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 Monthly burn rate, cash runway in months, revenue growth tra.
Use for investor reporting
Download formatted Excel ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
Truist + Investor 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 investor reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Period coverage — Convert 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of Truist statements in minutes
Convert Truist for Investor Reporting — Fast
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert Truist Statement Free