99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available
Truist → QIF for Financial Advisors (IFAs)
As financial advisor, you need Truist bank statements in QIF 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 QIF
Parses Truist's MM/DD, extracts all transactions, outputs QIF (.qif).
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 + QIF + 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
- QIF output — Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity.
- 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 QIF — For Financial Advisors (IFAs)
Handles MM/DD, outputs perfect QIF. Free tier available.
Convert Truist to QIF FreeFrequently Asked Questions
Can I convert Truist to QIF?
Yes. BankScan AI converts Truist PDFs to QIF with MM/DD and all transaction details preserved. BankScan AI generates QIF files with the correct date format for your locale (D field), payee names (P field), amounts (T field), and category hints (L field) where identifiable.
Is QIF right for financial advisors (ifas)?
Users of Quicken, older QuickBooks Desktop versions, and legacy financial software that accepts QIF but not OFX or CSV Financial Advisors (IFAs) particularly benefit from Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity..
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.