IRIS + Annual Company Accounts: Complete Workflow
Preparing for annual company accounts and using IRIS? Preparing annual accounts for Companies House requires reconciling a full year of bank transactions. Many small companies still rely on PDF statements from their bank. BankScan AI bridges the gap between your bank's PDF statements and IRIS's import feature.
BankScan AI → IRIS for Annual Company Accounts
Convert bank statement PDFs to CSV formatted for IRIS import. Convert your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Full financial year (12 months), aligned to the company's accounting reference date of statements.
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 use for annual company accounts
Upload into IRIS and use the reconciled data for annual company accounts.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS + Annual Company Accounts Features
- 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 Annual Company Accounts — Convert your full year of bank statements to Excel for fast reconciliation, trial balance preparation, and Companies House filing.
Import for Annual Company Accounts into IRIS
After converting your bank statements for annual company accounts:
- 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 for Annual Company Accounts
Accounts must be filed within 9 months of the accounting year-end for private companies; late filing penalties start at 150 GBP and escalate to 1,500 GBP
Convert for IRIS + Annual Company Accounts