Citizens Bank + IRIS: Bridge the Gap
Need to get your Citizens Financial Group bank statement into IRIS? Citizens Bank uses MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section — 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 Citizens Bank for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately.
How It Works
Upload your Citizens Bank PDF
Drag and drop your Citizens Bank statement. Supports PDF with MM/DD handling.
AI converts for IRIS
Our AI parses Citizens Bank'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
Citizens Bank to IRIS Features
- Citizens Bank optimised — Trained on Citizens Bank's traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section with MM/DD 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 to DD/MM/YYYY automatically
Import Citizens Bank Data into IRIS
After converting your Citizens Bank 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 Citizens Bank into IRIS Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Citizens Bank to IRIS Free