Truist → Excel for Medical Practices
As medical practice owner, 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 medical practices work
Download and use with QuickBooks, Kareo. Convert practice bank statements to Excel to reconcile insurance reimbursements, patient payments, and vendor costs for accurate practice financial management.
Truist + Excel + Medical Practices
- 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 medical practices — Saves 4-6 hours per week on insurance payment reconciliation and patient payment posting for a practice with 5+ providers
Truist to Excel — For Medical Practices
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Truist to Excel Free