99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Truist → CSV for Enrolled Agents
As an enrolled agent, you need Truist bank statements in CSV format. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately. BankScan AI handles the conversion — MM/DD, sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance, and all.
How It Works
1
Upload Truist PDF
Drop your Truist statement PDF. Supports PDF.
2
AI converts to CSV
Parses Truist's MM/DD, extracts all transactions, outputs CSV (.csv).
3
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Truist + CSV + Enrolled Agents
- Truist expertise — Handles MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- CSV output — Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Truist to CSV — For Enrolled Agents
Handles MM/DD, outputs perfect CSV. Free tier available.
Convert Truist to CSV FreeFrequently Asked Questions
Can I convert Truist to CSV?
Yes. BankScan AI converts Truist PDFs to CSV with MM/DD and all transaction details preserved. BankScan AI outputs UTF-8 encoded CSV with ISO date format (YYYY-MM-DD) by default, with options for DD/MM/YYYY or MM/DD/YYYY. Amounts use decimal points, no thousands separators.
Is CSV right for enrolled agents?
Importing transactions into accounting software (Xero, QuickBooks, FreeAgent), bulk data processing, and integration with custom scripts or databases Enrolled Agents particularly benefit from Smallest file size, opens in any text editor, and is the most widely accepted import format across all accounting platforms worldwide..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on Truist statements, handling 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 automatically.