IRIS + Landlords: Faster Bank Import
Landlords managing multiple properties need to track rental income and expenses from bank statements for tax returns. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Landlords Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. Convert your bank statements to Excel to easily categorise rental income, maintenance costs, and mortgage payments for self-assessment.
The Landlords + IRIS Workflow
Landlords review bank statements to confirm tenant rent payments have been received, match maintenance invoices against bank debits, track mortgage interest payments for tax relief calculations, and collate all property-related transactions for their self-assessment tax return or accountant.
Key terms you'll encounter: rental yield, Section 24, allowable expenses, wear and tear allowance.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
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 Landlords
- 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 Landlords — Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
- Software compatible — Output works directly with Excel, Hammock, Landlord Vision
Import Steps for Landlords Using IRIS
As landlord, 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 Landlords
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 + Landlords