Truist → Excel for Doctors & GPs
As doctor, you need Truist bank statements in Excel 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
Upload Truist PDF
Drop your Truist statement PDF. Supports PDF.
AI converts to Excel
Parses Truist's MM/DD, extracts all transactions, outputs Excel (.xlsx).
Use in your doctors & gps work
Download and use with Sage, Xero. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
Truist + Excel + Doctors & GPs
- Truist expertise — Handles MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for doctors & gps — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
Truist to Excel — For Doctors & GPs
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Truist to Excel Free