Credit Card + IRIS: Bridge the Gap
Need to get your UK Credit Card Statements bank statement into IRIS? Credit Card uses DD/MM/YYYY (varies by issuer) and typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due — 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 Credit Card for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Credit card statements from any UK issuer — including Barclaycard, MBNA, Capital One, Tesco Bank, and John Lewis — are parsed by BankScan AI with high accuracy.
How It Works
Upload your Credit Card PDF
Drag and drop your Credit Card statement. Supports PDF, scanned PDF with DD/MM/YYYY (varies by issuer) handling.
AI converts for IRIS
Our AI parses Credit Card'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
Credit Card to IRIS Features
- Credit Card optimised — Trained on Credit Card's typical credit card format with Transaction Date, Post Date, Description, and Amount columns plus summary sections for payments, interest, and minimum payment due with DD/MM/YYYY (varies by issuer) 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 (varies by issuer) to DD/MM/YYYY automatically
Import Credit Card Data into IRIS
After converting your Credit Card 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 Credit Card into IRIS Today
Automatic date conversion (DD/MM/YYYY (varies by issuer) to DD/MM/YYYY), column mapping, and format validation.
Import Credit Card to IRIS Free