IRIS + Grant Application: Complete Workflow
Preparing for grant application and using IRIS? Grant applications often require evidence of financial health, cash flow, and how previous funding was spent — typically shown through bank statements. BankScan AI bridges the gap between your bank's PDF statements and IRIS's import feature.
BankScan AI → IRIS for Grant Application
Convert bank statement PDFs to CSV formatted for IRIS import. Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year 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 grant application
Upload into IRIS and use the reconciled data for grant application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS + Grant Application 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 Grant Application — Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
Import for Grant Application into IRIS
After converting your bank statements for grant application:
- 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 Grant Application
Grant rounds have fixed closing dates; applications without complete financial evidence are typically rejected outright rather than given extensions
Convert for IRIS + Grant Application