Chase UK + IRIS: Bridge the Gap
Need to get your Chase (J.P. Morgan UK) bank statement into IRIS? Chase UK uses DD/MM/YYYY and modern minimal layout with single Amount column, merchant category, and running 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 Chase UK for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Chase UK statements use a modern, minimal layout with merchant categories and cashback details. BankScan AI extracts all transaction data including rewards information.
How It Works
Upload your Chase UK PDF
Drag and drop your Chase UK statement. Supports PDF with DD/MM/YYYY handling.
AI converts for IRIS
Our AI parses Chase UK'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
Chase UK to IRIS Features
- Chase UK optimised — Trained on Chase UK's modern minimal layout with single Amount column, merchant category, and running balance 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 Chase UK Data into IRIS
After converting your Chase UK 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 Chase UK into IRIS Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Chase UK to IRIS Free