Truist → Excel for Tradespeople (Plumbers, Electricians)
As tradesperson, 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 tradespeople (plumbers, electricians) work
Download and use with QuickBooks Self-Employed, FreeAgent. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
Truist + Excel + Tradespeople (Plumbers, Electricians)
- 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 tradespeople (plumbers, electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
Truist to Excel — For Tradespeople (Plumbers, Electricians)
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Truist to Excel Free