Coutts + IRIS: Bridge the Gap
Need to get your Coutts & Co bank statement into IRIS? Coutts uses DD MMM YYYY and premium layout with separate current account, savings, and investment summary sections — 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 Coutts for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Coutts private banking statements have a premium layout with additional wealth summary sections that BankScan AI filters correctly.
How It Works
Upload your Coutts PDF
Drag and drop your Coutts statement. Supports PDF with DD MMM YYYY handling.
AI converts for IRIS
Our AI parses Coutts'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
Coutts to IRIS Features
- Coutts optimised — Trained on Coutts's premium layout with separate current account, savings, and investment summary sections with DD MMM 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 MMM YYYY to DD/MM/YYYY automatically
Import Coutts Data into IRIS
After converting your Coutts 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 Coutts into IRIS Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Coutts to IRIS Free