Import Bank Statements into IRIS for Anti-Money Laundering (AML)

Convert bank statement PDFs for anti-money laundering (aml) and import into IRIS. 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. All banks supported.

Convert for IRIS + Anti-Money Laundering (AML)
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

IRIS + Anti-Money Laundering (AML): Complete Workflow

Preparing for anti-money laundering (aml) and using IRIS? AML compliance officers need to review bank statements to identify suspicious transactions, unusual patterns, and politically exposed person (PEP) activity. BankScan AI bridges the gap between your bank's PDF statements and IRIS's import feature.

BankScan AI → IRIS for Anti-Money Laundering (AML)

Convert bank statement PDFs to CSV formatted for IRIS import. Convert bank statements to searchable, sortable spreadsheets for systematic AML review, transaction pattern analysis, and suspicious activity report preparation.

How It Works

1

Upload your bank statement PDF

Supports all major banks. Upload Ongoing monitoring typically reviews 3-12 months; enhanced due diligence on high-risk clients may require 2+ years of transaction history of statements.

2

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.

3

Import and use for anti-money laundering (aml)

Upload into IRIS and use the reconciled data for anti-money laundering (aml).

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

IRIS + Anti-Money Laundering (AML) Features

Import for Anti-Money Laundering (AML) into IRIS

After converting your bank statements for anti-money laundering (aml):

  1. In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions
  2. 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 for Anti-Money Laundering (AML)

Suspicious Activity Reports (SARs) should be filed with the NCA promptly; consent SARs require a response within 7 working days plus a 31-day moratorium period

Convert for IRIS + Anti-Money Laundering (AML)

Frequently Asked Questions

Can I import bank statements into IRIS for anti-money laundering (aml)?
Yes. BankScan AI converts PDFs to CSV for IRIS. Convert bank statements to searchable, sortable spreadsheets for systematic AML review, transaction pattern analysis, and suspicious activity report preparation.
What format does IRIS need?
IRIS requires Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns with dates in DD/MM/YYYY. BankScan AI handles this automatically.
How many months for anti-money laundering (aml)?
Typically Ongoing monitoring typically reviews 3-12 months; enhanced due diligence on high-risk clients may require 2+ years of transaction history. Money Laundering Reporting Officer (MLRO) at the regulated firm, supervised by the FCA, HMRC, or relevant professional body (e.g. ICAEW, SRA) will specify the exact period.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

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