IRIS + Doctors & GPs: Faster Bank Import
GP practices and private doctors deal with NHS reimbursements, private patient fees, and practice expenses across multiple accounts. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Doctors & GPs Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. Automate bank statement conversion for your practice accounts so your accountant can quickly reconcile NHS payments and private income.
The Doctors & GPs + IRIS Workflow
GP practices receive Global Sum payments from NHS England, enhanced service payments, QOF achievement payments, and private income. Practice managers reconcile bank statements against PCSE payment schedules, track partner drawings, and manage seniority and locum reimbursements. Year-end requires detailed profit-sharing calculations.
Key terms you'll encounter: Global Sum, QOF payments, partner drawings, PCSE schedule.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
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 Doctors & GPs
- 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 Doctors & GPs — Saves the practice manager 3-4 hours per month on NHS payment reconciliation and partner drawings tracking
- Software compatible — Output works directly with Sage, Xero, IRIS GP Accounts
Import Steps for Doctors & GPs Using IRIS
As doctor, 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 Doctors & GPs
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 + Doctors & GPs