Halifax + IRIS: Bridge the Gap
Need to get your Halifax (Bank of Scotland) bank statement into IRIS? Halifax uses DD MMM YY and single column for debits and credits with a Type column 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 Halifax for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Halifax statements use a Lloyds-family format with slight variations in header layout that BankScan AI automatically detects.
How It Works
Upload your Halifax PDF
Drag and drop your Halifax statement. Supports PDF with DD MMM YY handling.
AI converts for IRIS
Our AI parses Halifax'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
Halifax to IRIS Features
- Halifax optimised — Trained on Halifax's single column for debits and credits with a Type column and running balance with DD MMM YY 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 YY to DD/MM/YYYY automatically
Import Halifax Data into IRIS
After converting your Halifax 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 Halifax into IRIS Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Halifax to IRIS Free