Upload a Truist statement PDF — checking, savings and credit card — and get back a spreadsheet with the transactions as data rather than as a picture of a table.
Truist statements from the period around the BB&T and SunTrust merger vary in layout. Because the extraction reads each statement's own structure rather than matching a stored template, a changed layout is not a failure case.
The running balance is verified row by row, or — when the statement never prints one — the opening balance plus every transaction is checked against the closing balance. If there is nothing on the page to check against, that is what it says, rather than showing a green tick it has not earned.
A Truist statement that has been printed, scanned, faxed or photographed reads the same way as a downloaded PDF. There is no separate mode to turn on.
The file and every transaction in it exist only for the length of the request. Downloads are generated in your browser from the result, so the finished spreadsheet never exists on a server.
Yes. Business and personal statements are read the same way — the extraction reads the statement's own structure rather than matching a stored template.
Multi-page statements convert as one document, so a transaction continuing across a page break stays a single row.
No. Your first statement each day is free and complete, with no account and no card.