American Express + IRIS: Bridge the Gap
Need to get your American Express UK bank statement into IRIS? American Express uses DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary — which needs converting to CSV (Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns) for IRIS import.
How BankScan AI Converts American Express for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.
How It Works
Upload your American Express PDF
Drag and drop your American Express statement. Supports PDF with DD MMM YY handling.
AI converts for IRIS
Our AI parses American Express's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into IRIS
In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions. Select the CSV file, map columns to Date, Narrative, Debit, Credit, and import.
IRIS Import Tip
Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns
American Express to IRIS Features
- American Express optimised — Trained on American Express's charge card layout with separate sections for new charges, payments, credits, and membership rewards summary with DD MMM YY parsing
- IRIS formatted — Output as CSV with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import American Express Data into IRIS
After converting your American Express statement with BankScan AI:
- In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions
- Select the CSV file, map columns to Date, Narrative, Debit, Credit, and import
Common Import Issues
IRIS is strict about column naming — use 'Narrative' not 'Description'. Also requires the CSV to not contain any currency symbols in amount columns.
Import American Express into IRIS Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import American Express to IRIS Free