Convert Truist Bank Statement to Excel
Turn your Truist PDF statement — digital, scanned, or a phone photo — into Excel (.xlsx) in seconds. A clean, formatted .xlsx workbook you can open in Microsoft Excel, Google Sheets, or Numbers. Personal and business PDF statements — digital or scanned.
Truist → Excel
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 to convert a Truist statement to Excel
- 1Upload your Truist statement — a PDF, scan, or phone photo. No conversion to images needed.
- 2Our vision AI reads the transactions and reconciles them against the running balance, flagging any misread digits.
- 3Review and edit the table if you like, then click Export and choose Excel (.xlsx).
- 4Open the downloaded .xlsx in Excel or Google Sheets — date, description, amount, and running-balance columns are ready to sort, filter, and total.
Truist to Excel — questions
Is converting Truist statements to Excel free?+
Yes — the free tier converts up to 10 pages a month with no credit card. Larger volumes are covered by Pro and Business plans.
Does it work with scanned Truist statements?+
Yes. Upload a scan or a phone photo of your Truist statement — the AI reads it, not just clean digital PDFs.
How do I use the Excel file?+
Open the downloaded .xlsx in Excel or Google Sheets — date, description, amount, and running-balance columns are ready to sort, filter, and total.
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.
Prefer another format? Truist to CSV · Truist to QuickBooks · Truist to Xero
From a different bank? Convert any bank statement to Excel.
See all Truist options or other United States banks.
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.
Guides for converting Truist statements
See all bank statement guides.