IRIS + Charities & Non-Profits: Faster Bank Import
Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Charities & Non-Profits Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
The Charities & Non-Profits + IRIS Workflow
Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee meetings. Annual accounts must be filed with the Charity Commission, requiring a full year of reconciled bank data.
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
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 Charities & Non-Profits
- 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 Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Import Steps for Charities & Non-Profits Using IRIS
As charity, 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 Charities & Non-Profits
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 + Charities & Non-Profits