Truist Statements for PPP & EIDL Documentation
Preparing Truist bank statements for ppp & eidl documentation? PPP and EIDL loan recipients need bank statements to document eligible expenses, payroll costs, and fund usage for SBA forgiveness applications and ongoing compliance.
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 bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
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 PPP & EIDL Documentation
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 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage of statements.
How It Works
Upload your Truist statement
Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage? 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 Payroll costs (must be at least 60% of PPP funds), rent, uti.
Use for ppp & eidl documentation
Download formatted Excel ready for ppp & eidl documentation. Expenses categorized by PPP-eligible category (payroll, rent, utilities, etc.) with dates proving they fall within the covered period; FTE headcount evidence from payroll transactions
Truist + PPP & EIDL Documentation 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 ppp & eidl documentation — Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
- Period coverage — Convert 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage of Truist statements in minutes
Convert Truist for PPP & EIDL Documentation — Fast
PPP forgiveness applications should be submitted within 10 months of the covered period end to avoid loan repayment starting; SBA OIG audits can occur years after forgiveness
Convert Truist Statement Free