Truist Statements + Small Business Owners Workflow
As small business owner, you regularly handle Truist bank statements. Small business owners often need to reconcile bank statements with invoices and expenses but lack accounting software that imports PDFs directly.
BankScan AI: Truist to Excel for Small Business Owners
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. Upload your bank statement PDF and get a clean spreadsheet you can use to track cash flow, reconcile invoices, or send to your accountant.
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 Small Business Owners Handle Truist Statements
When working with Truist statements, small business owners need to Small business owners typically download or receive monthly bank statements, forward them to their accountant or bookkeeper, and occasionally review them to check cash flow. Many manually compare stat
Key terms you'll encounter: cash flow, profit and loss, VAT return, bank reconciliation, management accounts.
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 small business owners workflow
Download Excel ready for Xero, QuickBooks or direct analysis.
Truist + Small Business Owners 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 Small Business Owners — Saves 1-2 hours per month on manual statement review and reconciliation, plus avoids errors that can cost hours to trace and correct
- Software compatible — Output works directly with Xero, QuickBooks, Excel
Convert Truist Statements — Built for Small Business Owners
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