99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Truist → OFX for Financial Advisors (IFAs)
As financial advisor, 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
1
Upload Truist PDF
Drop your Truist statement PDF. Supports PDF.
2
AI converts to OFX
Parses Truist's MM/DD, extracts all transactions, outputs OFX (.ofx).
3
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Truist + OFX + Financial Advisors (IFAs)
- 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 financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Truist to OFX — For Financial Advisors (IFAs)
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert Truist to OFX FreeFrequently Asked Questions
Can I convert Truist to OFX?
Yes. BankScan AI converts Truist PDFs to OFX with MM/DD and all transaction details preserved. BankScan AI generates OFX 2.2 compliant files with proper BANKACCTFROM headers, STMTTRN transaction records, and FITID unique identifiers for each transaction to prevent duplicates on re-import.
Is OFX right for financial advisors (ifas)?
Direct import into QuickBooks Desktop, Microsoft Money, GnuCash, and other personal finance applications that accept OFX bank feeds Financial Advisors (IFAs) particularly benefit from 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..
How accurate is the conversion?
BankScan AI achieves 99%+ accuracy on Truist statements, handling Legacy BB&T and SunTrust statement formats still appear for customers who have not yet been fully migrated, the merger created accounts with different numbering schemes, and Truist One checking reward entries use a unique format automatically.