Truist → OFX for Contractors & Freelancers
As contractor, 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 contractors & freelancers work
Download and use with FreeAgent, Xero. Upload your bank statements and get organised spreadsheets that make expense categorisation and self-assessment tax returns straightforward.
Truist + OFX + Contractors & Freelancers
- 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 contractors & freelancers — Saves 1-2 hours per month on expense tracking and categorisation, plus 3-4 hours at year-end when preparing records for self-assessment
Truist to OFX — For Contractors & Freelancers
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert Truist to OFX Free