Charles Schwab + IRIS: Bridge the Gap
Need to get your Charles Schwab Bank bank statement into IRIS? Charles Schwab uses MM/DD/YYYY and combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and Balance — 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 Charles Schwab for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Schwab brokerage and checking account statements include investment transactions alongside banking. BankScan AI separates and converts the banking transactions.
How It Works
Upload your Charles Schwab PDF
Drag and drop your Charles Schwab statement. Supports PDF with MM/DD/YYYY handling.
AI converts for IRIS
Our AI parses Charles Schwab'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
Charles Schwab to IRIS Features
- Charles Schwab optimised — Trained on Charles Schwab's combined statement with separate banking and brokerage sections; checking shows Date, Description, Withdrawals, Deposits, and Balance with MM/DD/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 MM/DD/YYYY to DD/MM/YYYY automatically
Import Charles Schwab Data into IRIS
After converting your Charles Schwab 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 Charles Schwab into IRIS Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Charles Schwab to IRIS Free