IRIS + Care Homes: Faster Bank Import
Care homes receive local authority funding, private fees, and NHS contributions — each with different payment schedules and reconciliation requirements. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Care Homes Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. Convert your care home bank statements to Excel to reconcile council payments, private resident fees, and NHS funding allocations efficiently.
The Care Homes + IRIS Workflow
Care home managers reconcile multiple funding streams: local authority spot purchase and block contract payments, private resident fees (often paid by family members), NHS Funded Nursing Care (FNC) contributions, and Continuing Healthcare (CHC) funding. Bank statements must be matched against individual resident funding agreements to track who has paid and identify arrears.
Key terms you'll encounter: funded nursing care, continuing healthcare, spot purchase, block contract.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
AI formats for IRIS
Output as CSV with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns — dates in DD/MM/YYYY.
Import and reconcile
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 links bank transactions directly to tax computations, so imported statements feed into both bookkeeping and tax return preparation simultaneously.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS Features for Care Homes
- IRIS ready — Output formatted as CSV matching IRIS's expected column structure
- Smart integration — IRIS links bank transactions directly to tax computations, so imported statements feed into both bookkeeping and tax return preparation simultaneously.
- Built for Care Homes — Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
- Software compatible — Output works directly with Sage, Xero, CoolCare
Import Steps for Care Homes Using IRIS
As care home manager, here's how to get bank data 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
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.
IRIS Import — Built for Care Homes
Dominant in UK accountancy practices — used by 6 of the top 10 UK firms. IRIS is the professional's choice for multi-client practice management.
Try Free — IRIS + Care Homes