HSBC + IRIS: Bridge the Gap
Need to get your HSBC UK bank statement into IRIS? HSBC uses DD MMM YYYY and single amount column with DR/CR indicators 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 HSBC for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. HSBC statements often use multi-line transaction descriptions and older PDF formats that generic converters struggle with.
How It Works
Upload your HSBC PDF
Drag and drop your HSBC statement. Supports PDF, scanned PDF with DD MMM YYYY handling.
AI converts for IRIS
Our AI parses HSBC'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
HSBC to IRIS Features
- HSBC optimised — Trained on HSBC's single amount column with DR/CR indicators and running balance 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 HSBC Data into IRIS
After converting your HSBC 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 HSBC into IRIS Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import HSBC to IRIS Free