IRIS + Pharmacies: Faster Bank Import
Pharmacies receive NHS reimbursements, prescription payments, and retail sales through multiple channels — making bank reconciliation complex. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Pharmacies Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. Convert your pharmacy bank statements to Excel to reconcile NHS payments, wholesaler invoices, and retail takings quickly and accurately.
The Pharmacies + IRIS Workflow
Pharmacy owners reconcile monthly NHS BSA drug reimbursement payments against dispensing records, match wholesaler invoice payments to purchase orders, track retail OTC sales from card terminal deposits, and manage prescription charge income. The mix of NHS and private income streams flowing through one bank account requires careful separation.
Key terms you'll encounter: BSA reimbursement, FP34 endorsement, clawback, wholesaler credit.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per month on NHS reimbursement reconciliation and wholesaler payment matching for a typical community pharmacy
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 Pharmacies
- 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 Pharmacies — Saves 2-3 hours per month on NHS reimbursement reconciliation and wholesaler payment matching for a typical community pharmacy
- Software compatible — Output works directly with Sage, Xero, Pharmacy Manager
Import Steps for Pharmacies Using IRIS
As pharmacy owner, 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 Pharmacies
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 + Pharmacies