Truist Statements + Pharmacies Workflow
As pharmacy owner, you regularly handle Truist bank statements. Pharmacies receive NHS reimbursements, prescription payments, and retail sales through multiple channels — making bank reconciliation complex.
BankScan AI: Truist to Excel for Pharmacies
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 pharmacy bank statements to Excel to reconcile NHS payments, wholesaler invoices, and retail takings quickly and accurately.
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 Pharmacies Handle Truist Statements
When working with Truist statements, pharmacies need to Pharmacy owners reconcile monthly NHS BSA drug reimbursement payments against dispensing records, match wholesaler invoice payments to purchase orders, track retail OTC sales from card terminal deposi
Key terms you'll encounter: BSA reimbursement, FP34 endorsement, clawback, wholesaler credit, dispensing fee.
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 pharmacies workflow
Download Excel ready for Sage, Xero or direct analysis.
Truist + Pharmacies 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 Pharmacies — Saves 2-3 hours per month on NHS reimbursement reconciliation and wholesaler payment matching for a typical community pharmacy
- Software compatible — Output works directly with Sage, Xero, Pharmacy Manager
Convert Truist Statements — Built for Pharmacies
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