IRIS + CPAs (Certified Public Accountants): Faster Bank Import
CPAs managing multiple client engagements need to process bank statements from dozens of different US banks for tax preparation, audit support, and financial reviews. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for CPAs (Certified Public Accountants) Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. BankScan AI converts any US bank statement PDF to Excel instantly — supporting Chase, Bank of America, Wells Fargo, Citi, and 30+ US banks for seamless client work.
The CPAs (Certified Public Accountants) + IRIS Workflow
CPAs receive client bank statements for tax return preparation, financial statement compilation and review, and audit procedures. They reconcile bank balances to general ledger accounts, trace transactions for substantive testing during audits, and prepare bank reconciliation workpapers. During tax season, they process hundreds of client statements to verify income and identify deductible expenses.
Key terms you'll encounter: bank confirmation, reconciling items, substantive testing, adjusted trial balance.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
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 CPAs (Certified Public Accountants)
- 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 CPAs (Certified Public Accountants) — Saves an average of 30 minutes per client per engagement on bank statement data entry, or 10+ hours per week during busy season for a firm with 200+ clients
- Software compatible — Output works directly with QuickBooks Online, Sage Intacct, CCH Axcess
Import Steps for CPAs (Certified Public Accountants) Using IRIS
As cpa, 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 CPAs (Certified Public Accountants)
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 + CPAs (Certified Public Accountants)