Marcus + IRIS: Bridge the Gap
Need to get your Marcus by Goldman Sachs bank statement into IRIS? Marcus uses MM/DD/YYYY and savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary — 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 Marcus for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Marcus savings and checking statements include APY calculations and interest details. BankScan AI extracts transaction data and interest accrual information.
How It Works
Upload your Marcus PDF
Drag and drop your Marcus statement. Supports PDF with MM/DD/YYYY handling.
AI converts for IRIS
Our AI parses Marcus'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
Marcus to IRIS Features
- Marcus optimised — Trained on Marcus's savings-focused format with Date, Description, Amount, and Balance columns, plus detailed APY and interest accrual summary with MM/DD/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 MM/DD/YYYY to DD/MM/YYYY automatically
Import Marcus Data into IRIS
After converting your Marcus 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 Marcus into IRIS Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Marcus to IRIS Free