SVB + IRIS: Bridge the Gap
Need to get your Silicon Valley Bank (now First Citizens) bank statement into IRIS? SVB uses MM/DD/YYYY and commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns — 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 SVB for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. SVB statements are common among tech startups and VC-backed companies. BankScan AI handles SVB's wire-heavy transaction layout with full reference preservation.
How It Works
Upload your SVB PDF
Drag and drop your SVB statement. Supports PDF with MM/DD/YYYY handling.
AI converts for IRIS
Our AI parses SVB'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
SVB to IRIS Features
- SVB optimised — Trained on SVB's commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns 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 SVB Data into IRIS
After converting your SVB 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 SVB into IRIS Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import SVB to IRIS Free