Wells Fargo + IRIS: Bridge the Gap
Need to get your Wells Fargo Bank bank statement into IRIS? Wells Fargo uses MM/DD and chronological transaction listing with separate Deposits, Withdrawals, and Checks sections, plus a Transaction Summary and Daily Balance 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 Wells Fargo for IRIS
Convert client bank statements to CSV with BankScan AI, then import into IRIS for fast bank reconciliation across your client portfolio. Wells Fargo statements organize transactions by type with running daily balances. BankScan AI handles Wells Fargo's distinctive debit/credit column layout.
How It Works
Upload your Wells Fargo PDF
Drag and drop your Wells Fargo statement. Supports PDF with MM/DD handling.
AI converts for IRIS
Our AI parses Wells Fargo'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
Wells Fargo to IRIS Features
- Wells Fargo optimised — Trained on Wells Fargo's chronological transaction listing with separate Deposits, Withdrawals, and Checks sections, plus a Transaction Summary and Daily Balance summary 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 Wells Fargo Data into IRIS
After converting your Wells Fargo 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 Wells Fargo into IRIS Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Wells Fargo to IRIS Free