Barclays + IRIS: Bridge the Gap
Need to get your Barclays Bank UK bank statement into IRIS? Barclays uses DD/MM/YYYY and separate Money In and Money Out columns with a running balance column — 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 Barclays for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Barclays statements come in a clean tabular layout, but date formats and running balances can trip up basic parsers.
How It Works
Upload your Barclays PDF
Drag and drop your Barclays statement. Supports PDF, CSV with DD/MM/YYYY handling.
AI converts for IRIS
Our AI parses Barclays'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
Barclays to IRIS Features
- Barclays optimised — Trained on Barclays's separate Money In and Money Out columns with a running balance column with DD/MM/YYYY 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/MM/YYYY to DD/MM/YYYY automatically
Import Barclays Data into IRIS
After converting your Barclays 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 Barclays into IRIS Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Barclays to IRIS Free