Convert Truist Bank Statement to Excel
Upload your Truist PDF statement — digital, scanned, or a phone photo. Get clean Excel, CSV, or QuickBooks data in seconds. Personal and business PDF statements — digital or scanned.
Works with Truist statements
Upload your statement
Drag & drop a PDF, scan, or photo — any bank. Our AI extracts every transaction and exports to Excel, CSV, QBO, or OFX.
Drag & drop your statement here
or browse files
Encrypted in transit · Processed in memory · Deleted immediately
How it works with Truist statements
- • Truist typically exports monthly statements as PDF — upload them directly, no conversion to images needed.
- • Personal and business Truist layouts can differ; our vision AI reads Truist's format without pre-built templates.
- • Amounts are reconciled against the running balance, so misread digits get flagged for you to check.
- • Currency: USD. Multi-currency Truist statements are supported.
How to download your Truist statement
- 1Sign in at truist.com.
- 2Open the account and choose “Statements & Documents”.
- 3Download the PDF for the period you need.
- 4Upload it to StatementFlow.
Truist statement formats we handle
Truist One Checking, Confidence and Money accounts, savings, and Truist business checking.
Because Truist formed from BB&T and SunTrust, older statements can use either legacy layout — vision AI reads both with no per-template setup, where template converters break.
Truist — questions
Can I convert Truist scanned statements?+
Yes. Upload a scan or even a phone photo of your Truist statement — our vision AI reads it, not just clean digital PDFs.
Does it work with Truist business statements?+
Yes — Truist personal and business statement layouts both work, with no per-format setup.
Which export format should I use for Truist + QuickBooks?+
Use QBO — it imports directly into QuickBooks. For Xero or most other tools, use OFX. Excel and CSV work everywhere.
Is my Truist data safe?+
Your file is processed in memory to extract the transactions and then deleted immediately. We never store your Truist statements.
Export Truist statements to
Browse all United States banks.
Guides for Truist statements
See all bank statement guides.