Truist → OFX for Bookkeepers
As bookkeeper, you need Truist bank statements in OFX 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 OFX
Parses Truist's MM/DD, extracts all transactions, outputs OFX (.ofx).
Use in your bookkeepers work
Download and use with Xero, QuickBooks Online. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
Truist + OFX + Bookkeepers
- Truist expertise — Handles MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
Truist to OFX — For Bookkeepers
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert Truist to OFX Free