Truist → OFX for Estate Agents
As an estate agent, 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 estate agents work
Download and use with Reapit, Alto by Vebra. Convert your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
Truist + OFX + Estate Agents
- 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 estate agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
Truist to OFX — For Estate Agents
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert Truist to OFX Free