TD Bank + IRIS: Bridge the Gap
Need to get your TD Bank (US) bank statement into IRIS? TD Bank uses MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance 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 TD Bank for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. TD Bank US statements use a straightforward layout with daily balances and categorized transactions. BankScan AI handles both personal and business TD Bank statement formats.
How It Works
Upload your TD Bank PDF
Drag and drop your TD Bank statement. Supports PDF with MM/DD handling.
AI converts for IRIS
Our AI parses TD Bank'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
TD Bank to IRIS Features
- TD Bank optimised — Trained on TD Bank's straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns with MM/DD 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 to DD/MM/YYYY automatically
Import TD Bank Data into IRIS
After converting your TD Bank 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 TD Bank into IRIS Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import TD Bank to IRIS Free