Truist Statements + Letting Agents Workflow
As letting agent, you regularly handle Truist bank statements. Letting agents managing tenant deposits, rent collection, and landlord payments across client money accounts need meticulous reconciliation.
BankScan AI: Truist to Excel for Letting 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 account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
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 Letting Agents Handle Truist Statements
When working with Truist statements, letting agents need to Letting agents collect rent from tenants into client money accounts, deduct management fees, pay landlords their net rent, handle deposit protection scheme transfers, and manage maintenance contractor
Key terms you'll encounter: client money protection, landlord statement, tenant deposit scheme, management fee, rent arrears.
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 letting agents workflow
Download Excel ready for Goodlord, Arthur Online or direct analysis.
Truist + Letting 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 Letting Agents — Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties
- Software compatible — Output works directly with Goodlord, Arthur Online, PayProp
Convert Truist Statements — Built for Letting 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