StatementFlow

Convert Truist Bank Statement to Xero

Turn your Truist PDF statement — digital, scanned, or a phone photo — into Xero (OFX) in seconds. An OFX file that Xero — and most other accounting tools — import as a bank statement. Personal and business PDF statements — digital or scanned.

TruistXero

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

PDF · PNG · JPG · WEBPUp to 20MB · 50 pages

Encrypted in transit · Processed in memory · Deleted immediately

How to convert a Truist statement to Xero

  1. 1Upload your Truist statement — a PDF, scan, or phone photo. No conversion to images needed.
  2. 2Our vision AI reads the transactions and reconciles them against the running balance, flagging any misread digits.
  3. 3Review and edit the table if you like, then click Export and choose Xero (OFX).
  4. 4In Xero: open the bank account → Manage Account → Import a Statement, then upload the .ofx file.

Truist to Xero — questions

Is converting Truist statements to Xero 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 Xero file?+

In Xero: open the bank account → Manage Account → Import a Statement, then upload the .ofx file.

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 Excel · Truist to CSV · Truist to QuickBooks

From a different bank? Convert any bank statement to Xero.

See all Truist options or other United States banks.

How to download your Truist statement

  1. 1Sign in at truist.com.
  2. 2Open the account and choose “Statements & Documents”.
  3. 3Download the PDF for the period you need.
  4. 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.