IRIS + US Immigration & Visa: Complete Workflow
Preparing for us immigration & visa and using IRIS? US immigration applications (H-1B, L-1, EB-5, family sponsorship) require bank statements proving financial capability. USCIS needs clear, organized financial evidence. BankScan AI bridges the gap between your bank's PDF statements and IRIS's import feature.
BankScan AI → IRIS for US Immigration & Visa
Convert bank statement PDFs to CSV formatted for IRIS import. Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months for most family-based petitions (I-864 Affidavit of Support); EB-5 investors need to show full source-of-funds history which may span several years 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 us immigration & visa
Upload into IRIS and use the reconciled data for us immigration & visa.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS + US Immigration & Visa 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 US Immigration & Visa — Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
Import for US Immigration & Visa into IRIS
After converting your bank statements for us immigration & visa:
- 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 US Immigration & Visa
USCIS RFE (Request for Evidence) responses are due within 30-87 days depending on the notice; expired evidence packages require complete resubmission
Convert for IRIS + US Immigration & Visa