Webster Bank + IRIS: Bridge the Gap
Need to get your Webster Financial Corporation bank statement into IRIS? Webster Bank uses MM/DD and Northeast regional banking format with Date, Description, Withdrawals, Deposits, and Balance columns, plus HSA account-specific sections for healthcare accounts — 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 Webster Bank for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Webster Bank statements include HSA accounts and commercial banking features common in the Northeast. BankScan AI extracts transactions from all Webster account types.
How It Works
Upload your Webster Bank PDF
Drag and drop your Webster Bank statement. Supports PDF with MM/DD handling.
AI converts for IRIS
Our AI parses Webster 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
Webster Bank to IRIS Features
- Webster Bank optimised — Trained on Webster Bank's Northeast regional banking format with Date, Description, Withdrawals, Deposits, and Balance columns, plus HSA account-specific sections for healthcare accounts 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 Webster Bank Data into IRIS
After converting your Webster 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 Webster Bank into IRIS Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Webster Bank to IRIS Free