99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Truist → Excel for Real Estate Agents
As real estate agent, 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
1
Upload Truist PDF
Drop your Truist statement PDF. Supports PDF.
2
AI converts to Excel
Parses Truist's MM/DD, extracts all transactions, outputs Excel (.xlsx).
3
Use in your real estate agents work
Download and use with QuickBooks, Dotloop. Convert bank statements to clean spreadsheets for buyer pre-qualification reviews, commission tracking, and escrow reconciliation.
Truist + Excel + Real Estate 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
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for real estate agents — Saves 30-45 minutes per buyer pre-qualification on bank statement review, plus 1-2 hours per month on commission and expense tracking
Truist to Excel — For Real Estate Agents
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Truist to Excel FreeFrequently Asked Questions
Can I convert Truist to Excel?
Yes. BankScan AI converts Truist PDFs to Excel with MM/DD and all transaction details preserved. BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date cells (not text), and numeric amounts — so SUM, VLOOKUP, and pivot tables work immediately without reformatting.
Is Excel right for real estate agents?
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts Real Estate Agents particularly benefit from Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification..
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.