Convert Truist Statements
PDF to Excel

Convert Truist (formerly SunTrust/BB&T) statements to Excel. Handles the specific formatting of Truist's consolidated statements. Stop manual entry and get verified data in seconds.

Convert US Bank Statement to Excel

Upload your PDF statement (Chase, BoA, Wells Fargo, etc.) and get a verified Excel file.

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How to Convert Truist PDF Statements to Excel

Truist statements are securely provided as PDF files, but extracting that data into Excel for analysis or accounting software (like QuickBooks or Xero) can be difficult. Copy-pasting often results in broken formatting, merged columns, and missing dates.

The Challenge with Truist PDFs

Standard PDF converters often fail because they don't understand the specific layout of Truist statements. They might treat the date and description as one column, or fail to separate credits and debits correctly.

Why Use Our AI Converter?

  • Optimized for Truist: Our AI is trained to recognize the specific headers and transaction formats used by Truist.
  • Smart Date Detection: Automatically identifies the statement period to ensure every transaction has the correct year.
  • Balance Verification: We calculate the running balance of extracted transactions and compare it to the ending balance on your Truist statement to ensure 100% accuracy.

Step-by-Step Guide

  1. Log in to your Truist online banking.
  2. Download your monthly statement as a PDF file.
  3. Upload the PDF to the converter above.
  4. Wait a few seconds for our AI to process and verify the data.
  5. Download your clean Excel (.xlsx) file.