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Convert Univest Bank and Trust Co. statements to Excel, CSV, or QuickBooks

Upload a Univest Bank and Trust Co. PDF statement and download a clean spreadsheet: every transaction, date, and balance extracted and reconciled.

Convert a Univest Bank and Trust Co. statement See pricing
<8s
Read time, 10 pages
99.3%
Row accuracy, rest flagged
Any bank
1,000+ statement guides

About Univest Bank and Trust Co. · registry record

FDIC Cert. № 7759

Institution type
Bank
Charter
State member bank · Federal Reserve
Established
1876
Headquarters
Souderton, PA
Branch network
51 offices in 3 states & territories
Total assets
≈ $8.1 billion (USD)
Holding company
Univest Financial Corp
Official site
www.univest.net

Statements supported

Public record · retrieved Jul 2026

Registry data from public FDIC records. LedgerBox is independent and not affiliated with or endorsed by Univest Bank and Trust Co..

How to convert a Univest Bank and Trust Co. statement

  1. Upload the statement

    Drag in the PDF as downloaded from www.univest.net. Multi-month files and scans are fine.

  2. We extract and reconcile

    Every row is read, then checked: debits, credits, and running balances must add up before the document is marked clean.

  3. Download Excel, CSV, or QBO

    Dates, descriptions, and amounts land in separate, consistent columns. Open the spreadsheet directly or import the QBO file into QuickBooks.

Univest Bank and Trust Co. at a glance

Univest Bank and Trust Co. was established in 1876, and has been FDIC-insured since 1934. It is chartered as a state member bank, supervised by the Federal Reserve, and is part of Univest Financial Corp. Its branch network runs 51 offices across 3 U.S. states and territories. Earlier in its history it operated as Univest National Bank and Trust Co. and Union National Bank and Trust Company of Souderton.

Total assets
$8.1B
Total deposits
$6.9B
Equity capital
$917M
Net income, YTD
$27M
Return on assets
1.33%
Return on equity
12.04%

Figures as of Mar 31, 2026, from public FDIC records. Money figures are approximate.

Univest Bank and Trust Co. statement anatomy

A sample business checking statement, and how LedgerBox reads each part during extraction and reconciliation.

The statement period sets the dates

Transaction rows often print MM/DD dates without the year. LedgerBox resolves the full date from the statement period, including periods that span a year boundary.

Sections become one transaction table

Deposits and withdrawals often sit in separate sections rather than one table. LedgerBox reads every section and exports one transaction per row, with separate debit and credit columns.

Balances drive reconciliation

Ending balances are checked against the extracted rows: debits, credits, and running balances must add up, and any row LedgerBox cannot verify is flagged for review instead of guessed.

Also worth knowing

Card statements group transactions by category (payments, purchases, fees, interest), and the export preserves sign conventions so totals match the summary. Scanned statements convert through OCR, with any row that misses the section totals flagged for review.

Univest Bank and Trust Co. conversion FAQ

How do I convert a Univest Bank and Trust Co. PDF statement to Excel or CSV?

Create a free LedgerBox account, upload the Univest Bank and Trust Co. PDF, and download the converted file. The free trial includes enough pages to try several statements, and no credit card is required.

Does it work with scanned or photographed Univest Bank and Trust Co. statements?

Yes. LedgerBox runs OCR-backed extraction, so image-based PDFs and scans convert the same way as digital statements. Reconciliation flags any row it could not read with confidence instead of guessing.

Is my Univest Bank and Trust Co. statement data secure?

Documents are encrypted in transit and at rest, processed in isolated storage, and never used to train models. You can delete uploaded documents at any time and they are permanently removed.

Which export formats are supported?

Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Every export uses one transaction per row with separate date, description, debit, credit, and balance columns.

Does LedgerBox only work with the banks listed on this site?

No. LedgerBox reads the statement itself rather than matching it against bank-specific templates, so statements from any institution convert the same way. These pages are guides for the most searched-for banks, not a compatibility list.

Ready to convert your Univest Bank and Trust Co. statement?

Upload a PDF and download a clean spreadsheet in under a minute. No card required.

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Rather not import a file at all? Post statement rows straight into QuickBooks