Lloyds + IRIS: Bridge the Gap
Need to get your Lloyds Banking Group bank statement into IRIS? Lloyds uses DD MMM YY and single Payment/Receipt column with type 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 Lloyds for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
How It Works
Upload your Lloyds PDF
Drag and drop your Lloyds statement. Supports PDF with DD MMM YY handling.
AI converts for IRIS
Our AI parses Lloyds'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
Lloyds to IRIS Features
- Lloyds optimised — Trained on Lloyds's single Payment/Receipt column with type indicators 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 Lloyds Data into IRIS
After converting your Lloyds 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 Lloyds into IRIS Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Lloyds to IRIS Free