Convert Truist & SunTrust Statements to Excel in Seconds
Transform any Truist or legacy SunTrust PDF statement into clean, organized Excel or CSV files. Our Zera AI handles personal checking, business accounts, BB&T statements, and credit cards with 99.6% accuracy—eliminating hours of manual data entry.
The SunTrust-Truist Merger Made Statement Processing Harder
Southeast accountants and bookkeepers now deal with statements from three different bank systems: legacy SunTrust, legacy BB&T, and current Truist. Each has different formats, layouts, and transaction descriptions. Manual data entry across these formats is time-consuming and error-prone.
The typical Truist statement includes 50-200 transactions per month, and many clients still have historical SunTrust or BB&T statements that need processing. Manually retyping each transaction—dealing with different column layouts and date formats—consumes 20-30 minutes per statement. For accountants managing multiple Truist clients across the Southeast, this adds up to hours of tedious work every month.
AI-Powered Truist & SunTrust Statement Conversion
Zera Books uses specialized AI trained on all Truist, SunTrust, and BB&T formats to convert your statements in seconds, not hours.
Upload Any Format
Truist personal, SunTrust business, BB&T commercial—our AI handles all statement types from the merger era and beyond.
Merger-Proof AI
Zera AI recognizes layouts from all three banks and accurately extracts transactions regardless of format differences.
Clean Excel Output
Download organized spreadsheets ready for QuickBooks, Xero, Sage, or Wave with consistent formatting across all statement types.
Convert Truist Statements in 4 Simple Steps
Upload PDF
Drop your Truist, SunTrust, or BB&T statement PDF into our secure converter.
AI Extraction
Zera AI identifies the bank format and extracts all transactions in seconds.
Review Data
Verify the extracted data and make any quick edits needed.
Download Excel
Export to Excel, CSV, or your accounting software format.
All Truist, SunTrust & BB&T Account Types Supported
From current Truist accounts to archived SunTrust and BB&T statements, Zera Books handles every format from the merger era.
Built for Truist-Specific Needs
Multi-Account Detection
Automatically separates transactions when your Truist statement includes multiple accounts. Get individual tabs for checking, savings, and credit cards.
- Auto-detect all accounts
- Separate tabs per account
- Preserved running balances
- Account-level categorization
Merger Format Handling
Specialized processing for statements from the SunTrust-BB&T-Truist transition, handling layout changes and different transaction descriptions.
- SunTrust legacy format
- BB&T legacy format
- Truist current format
- Transitional formats
Bank-Level Security
Your Truist financial data is protected with the same security standards used by major financial institutions.
- 256-bit AES encryption
- Automatic file deletion
- SOC 2 compliant
- No data retention
Accounting Software Ready
Export formats designed for seamless import into popular accounting platforms used by Southeast businesses.
- QuickBooks Online/Desktop
- Xero integration
- Sage 50 compatible
- Wave accounting ready
Calculate Your Time Savings
See how much time and money you could save by automating Truist statement conversion.
Based on $79/month subscription. Zera Books reduces processing time by 94% on average.
Why Choose Zera Books for Truist Statements
| Feature | Zera Books | Manual Entry |
|---|---|---|
| Processing time per statement | 30 seconds | 20-30 minutes |
| Accuracy rate | 99.6% | 95-98% |
| SunTrust legacy support | Manual reformatting | |
| BB&T legacy support | Manual reformatting | |
| Multi-account support | ||
| QuickBooks/Xero export | Manual formatting | |
| Bank-level encryption | N/A |
Trusted by Accounting Professionals
“I've been doing accounting for 12 years, and manual bank statement processing has always been the worst part of the job. It's tedious, it's time-consuming, and one small mistake can throw everything off. When I found Zera Books, I was honestly skeptical—I've tried other tools that promised automation and they were either too expensive or didn't actually work. But this one just works. It handles whatever format you throw at it, the AI is surprisingly accurate, and it's actually affordable. The time I save goes straight into growing my firm's capacity and actually helping my clients with strategy instead of just data entry. Honestly, if you're a bookkeeper or accountant still doing this manually, you're leaving money on the table.”
Ashish Josan
Manager, CPA, Manning Elliott
Results Achieved:
- Saves 8-10 hours per week on bank statement processing
- Handling every client monthly with consistent turnaround times
- Reduced errors from manual transcription (no more typos in amounts)
- Can take on more clients without hiring additional staff
Who Uses Truist Statement Conversion
CPAs & Accountants
Process client Truist and legacy SunTrust statements efficiently for month-end close.
Bookkeepers
Handle multiple Truist clients across the Southeast without manual data entry.
Small Businesses
Keep your Truist records organized and ready for your accountant.
Loan Officers
Analyze Truist statements for credit applications and financial assessments.
Frequently Asked Questions
What Truist and legacy SunTrust formats does Zera Books support?
Zera Books processes all Truist statement formats including personal checking and savings, business banking, commercial accounts, and credit cards. We also fully support legacy SunTrust and BB&T statements from before the merger. Our Zera AI recognizes both old and new layouts to ensure accurate extraction regardless of when the statement was generated.
Can you handle the SunTrust to Truist merger transition?
Absolutely! Our AI is trained on thousands of statements from both SunTrust and Truist, including the transitional formats used during the merger. Whether you have archived SunTrust PDFs, BB&T statements, or current Truist documents, we handle them all with the same 99.6% accuracy.
How accurate is the conversion for Truist statements?
Zera Books achieves 99.6% accuracy on Truist and legacy SunTrust statements. Our AI handles the unique formatting of Southeast regional bank statements, including commercial lending documents and treasury management exports. You can review and edit any transaction before final export.
What output formats are available for converted Truist statements?
Export your Truist transactions to Excel (.xlsx), CSV, or formats optimized for QuickBooks, Xero, Sage, and Wave. Each format preserves transaction dates, descriptions, amounts, running balances, and account identifiers. Multi-account statements export with separate tabs for easy reconciliation.
Is my Truist financial data secure during conversion?
Absolutely. Zera Books uses bank-level 256-bit AES encryption for all uploads. Your Truist statements are processed in isolated secure environments and automatically deleted after conversion. We never store your financial data permanently and never share it with third parties. Our infrastructure meets SOC 2 compliance standards.
How quickly can I convert Truist statements?
Most Truist and SunTrust statements convert in under 30 seconds. Upload your PDF, our Zera AI extracts and structures all transactions, you review the results, and download your Excel or CSV file. A process that previously took 20-30 minutes of manual entry now takes less than a minute.
Related Resources
Explore more regional bank converters and accounting guides.
Ready to Automate Your Truist Statement Processing?
Join thousands of Southeast accountants and bookkeepers who save hours every week with Zera Books. Convert Truist and legacy SunTrust statements in seconds.
Try for one week$79/month for unlimited conversions