Truist → Excel for Recruitment Agencies
As recruitment agency 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 recruitment agencies work
Download and use with Xero, Sage. Convert your agency bank statements to Excel to reconcile placement fees, match temporary worker payments, and track client account balances.
Truist + Excel + Recruitment Agencies
- 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 recruitment agencies — Saves 3-4 hours per week on placement fee reconciliation and temporary worker payment matching for an agency processing 50+ placements per month
Truist to Excel — For Recruitment Agencies
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Truist to Excel Free