SoFi + IRIS: Bridge the Gap
Need to get your SoFi Bank bank statement into IRIS? SoFi uses MM/DD/YYYY and modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking — 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 SoFi for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. SoFi's digital-first banking statements include Vaults, direct deposit details, and cashback tracking. BankScan AI extracts all transaction data from SoFi's modern format.
How It Works
Upload your SoFi PDF
Drag and drop your SoFi statement. Supports PDF with MM/DD/YYYY handling.
AI converts for IRIS
Our AI parses SoFi'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
SoFi to IRIS Features
- SoFi optimised — Trained on SoFi's modern digital banking format with Date, Description, Amount, and Balance columns, plus Vaults savings goal tracking 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 SoFi Data into IRIS
After converting your SoFi 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 SoFi into IRIS Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import SoFi to IRIS Free