Truist converter
Convert Truist statements to CSV or Excel
Drop a Truist PDF or photo into ProfitBooks and get a categorized CSV of every transaction, with balances verified against the statement. Free to start, any account type.
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Download the Truist PDF
From Truist online banking or the app. Any month, any year.
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Drop it into ProfitBooks
Free account, 60 seconds. The AI reads the account, period, balances and every line.
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Download CSV or keep the books
Export to Excel or Google Sheets, or let the categorized transactions become your profit and loss.
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FAQ
Questions, answered
How do I download a Truist statement as a PDF?
Log in to Truist, open the account, find Statements (or Statements & Documents), pick the month and download. Step-by-step on the Truist page.
Does it handle Truist credit card statements too?
Yes. Card statements are read the same way; payments are matched to the bank transfer so nothing is double counted.
Is there a page limit?
Files up to 10 MB, which covers even year-end statements with check images. Upload as many files as you like.
Your books, done tonight.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.