Import Bank Statements into IRIS

99%+Accuracy

30sPer Statement

40+Banks Supported

FreeTier Available

Why Import Bank Statements into IRIS?

IRIS is used by thousands of UK accountancy practices for compliance, tax, and bookkeeping. But importing bank statements from PDF into IRIS requires converting them to CSV first — and that's where BankScan AI comes in.

BankScan AI + IRIS Integration

Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio.

How IRIS Bank Import Works

Importing bank transactions into IRIS typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that IRIS cannot read directly. Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio.

How It Works

Upload your bank statement PDF

Drag and drop any bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 40+ more banks.

AI converts to CSV

Our AI extracts every transaction and formats as CSV with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns — ready for IRIS.

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 Column Format

Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Why BankScan AI for IRIS

IRIS ready — Output formatted as CSV matching IRIS's expected column structure
Smart integration — IRIS links bank transactions directly to tax computations, so imported statements feed into both bookkeeping and tax return preparation simultaneously.
Industry standard — Dominant in UK accountancy practices — used by 6 of the top 10 UK firms. IRIS is the professional's choice for multi-client practice management.

Step-by-Step: Import into IRIS

Here's exactly how to import your converted bank statement 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

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 Bank Statements into IRIS Today

Dominant in UK accountancy practices — used by 6 of the top 10 UK firms. IRIS is the professional's choice for multi-client practice management.

Convert for IRIS — Free

Frequently Asked Questions

Does BankScan AI work with IRIS?

Yes. BankScan AI produces CSV files with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns — exactly what IRIS expects for bank statement import.

What date format does IRIS require?

IRIS requires dates in DD/MM/YYYY format. BankScan AI automatically formats dates correctly for IRIS import.

What are common IRIS import errors?

IRIS is strict about column naming — use 'Narrative' not 'Description'. Also requires the CSV to not contain any currency symbols in amount columns.

Is the free tier enough for occasional use?

Yes. The free tier lets you convert a limited number of statements per month — ideal for trying BankScan AI before committing to a paid plan.