Truist → Excel for Solicitors
As solicitor, 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 solicitors work
Download and use with Clio, LEAP Legal Software. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
Truist + Excel + Solicitors
- 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 solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
Truist to Excel — For Solicitors
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Truist to Excel Free