Truist Statements + Recruitment Agencies Workflow
As recruitment agency owner, you regularly handle Truist bank statements. Recruitment agencies process candidate placements, client invoices, temporary worker payments, and margin calculations — requiring meticulous bank reconciliation.
BankScan AI: Truist to Excel for Recruitment Agencies
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 agency bank statements to Excel to reconcile placement fees, match temporary worker payments, and track client account balances.
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 Recruitment Agencies Handle Truist Statements
When working with Truist statements, recruitment agencies need to Recruitment agencies invoice clients for permanent placement fees or weekly/monthly temporary worker charges, pay temporary workers via payroll or umbrella companies, and reconcile margins on each pla
Key terms you'll encounter: placement fee, temp margin, rebate period, umbrella company, AWR compliance.
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 recruitment agencies workflow
Download Excel ready for Xero, Sage or direct analysis.
Truist + Recruitment Agencies 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 Recruitment Agencies — Saves 3-4 hours per week on placement fee reconciliation and temporary worker payment matching for an agency processing 50+ placements per month
- Software compatible — Output works directly with Xero, Sage, Bullhorn
Convert Truist Statements — Built for Recruitment Agencies
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