IRIS + Small Business Owners: Faster Bank Import
Small business owners often need to reconcile bank statements with invoices and expenses but lack accounting software that imports PDFs directly. If you use IRIS for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Small Business Owners Using IRIS
BankScan AI converts any bank statement PDF to CSV formatted for direct import into IRIS. Upload your bank statement PDF and get a clean spreadsheet you can use to track cash flow, reconcile invoices, or send to your accountant.
The Small Business Owners + IRIS Workflow
Small business owners typically download or receive monthly bank statements, forward them to their accountant or bookkeeper, and occasionally review them to check cash flow. Many manually compare statements against their sales invoices and expense receipts, often using spreadsheets rather than dedicated accounting software.
Key terms you'll encounter: cash flow, profit and loss, VAT return, bank reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per month on manual statement review and reconciliation, plus avoids errors that can cost hours to trace and correct
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 Small Business Owners
- 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 Small Business Owners — Saves 1-2 hours per month on manual statement review and reconciliation, plus avoids errors that can cost hours to trace and correct
- Software compatible — Output works directly with Xero, QuickBooks, Excel
Import Steps for Small Business Owners Using IRIS
As small business 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 Small Business Owners
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 + Small Business Owners