Optimized for Truist

Convert Truist
statements instantly

Export your Truist PDF transactions into perfectly formatted CSV, Excel, or JSON. Zero manual entry, 100% accuracy.

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AES-256 encrypted
Instant extraction
Truist_Statement.pdf
Analyzing layout67%
3-step process

How to convert Truist statements

1

Upload Truist statement

Drag and drop your Truist PDF statement or paste a screenshot directly into the converter.

2

Automatic extraction

Our AI identifies Truist's specific layout and extracts transaction data with surgical precision.

3

Download structured data

Instant download in CSV, Excel, or JSON format, optimized for QuickBooks, Xero, or custom tools.

Secure session: your data is never stored

Supported output formats

Convert your Truist statements into high-quality, structured data ready for your favorite tools.

CSV

Clean comma-separated data for Excel, Google Sheets, or custom analysis.

Excel

Native .xlsx files with auto-formatted columns and professional headers.

JSON

Structured nested data perfect for developers and internal API workflows.

Need a custom format like QBO or OFX?Request it here

How Truist statements are structured

What's actually in a Truist PDF

Layout

Standard portrait table layout: Date, Description, Subtractions (debits), Additions (credits), and running Balance columns. Business statements may include a separate "Checks Paid" section listing check numbers. Statements issued during the 2019-2022 BB&T/SunTrust-to-Truist migration period may still carry legacy BB&T or SunTrust branding and formatting even on accounts that are now fully Truist accounts.

PDF type

native

Supported Truist account types

Truist One CheckingTruist Confidence AccountTruist Simple Business CheckingTruist Dynamic Business CheckingTruist Community Checking

Why use BankConvert for Truist

Optimized for Truist

Our parser is fine-tuned for Truist's specific PDF layout, capturing every date, amount, and description with surgical precision.

Lightning fast

Convert Truist statements in under 10 seconds, even for massive multi-page documents with thousands of transactions.

Secure processing

Bank-grade encryption and zero data retention. Your financial files are processed then immediately wiped from our system.

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Clean data structure

Standardized column headers ready for QuickBooks, Xero, or Excel. No more manual cleaning or formatting required.

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Common use cases for Truist conversions

Accounting & bookkeeping

Seamlessly import Truist transactions into QuickBooks or Xero. Eliminate manual entry and save hours of work per client.

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Tax preparation

Rapidly extract Truist transaction data for Schedule C, precise expense categorization, and comprehensive IRS documentation.

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Financial reporting

Generate real-time cash flow reports, reconcile Truist accounts with 100% accuracy, and monitor business overhead.

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Loan applications

Present lenders with a clean, professionally formatted Truist transaction history in standardized Excel or CSV formats.

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Trusted by accountants processing 10,000+ statements monthly

Convert Your Truist Statement Now

Get 100% accurate data extraction from your statement in under 10 seconds.

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Support

Truist FAQ

Truist formed in 2019 from the merger of BB&T and SunTrust. Statements issued during the 2019-2022 transition period can still show legacy BB&T or SunTrust headers and formatting even though the account is now a Truist account. BankConvert recognizes both legacy and current Truist statement formats.
Truist's personal accounts are Truist One Checking, which uses a five-tier relationship system based on your combined average balance, and the checkless Truist Confidence Account. Business accounts include Truist Simple Business Checking, Truist Dynamic Business Checking, and Truist Community Checking.
We support all Truist PDF statements including checking, savings, credit card, and business accounts. Both single-page and multi-page statements work perfectly.
Yes. BankConvert works with Truist statements from any time period, including archived statements from previous years.
Absolutely. All files are encrypted during upload and processing. We delete your files immediately after conversion and never store account numbers or credentials.
Transaction date, description, debit/credit amounts, running balance, and transaction type. All data from your Truist statement is preserved.
Yes. Paid plans include bulk conversion. Upload multiple Truist PDFs and get individual files for each statement. Learn more
Still have questions about Truist?Ask our team