IRIS + Dentists: Faster Bank Import
Dental practices handle a mix of NHS and private payments, equipment purchases, and supplier invoices — all flowing through multiple bank accounts. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Dentists Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. Convert your practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
The Dentists + IRIS Workflow
Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials and lab work, and manage associate dentist fees. Bank statements must be reconciled against practice management software reports and NHS schedules to ensure all income is accounted for.
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
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 Dentists
- 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 Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
Import Steps for Dentists Using IRIS
As dentist, 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 Dentists
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 + Dentists