IRIS + Workers' Compensation: Complete Workflow
Preparing for workers' compensation and using IRIS? Workers' compensation claims require bank statement analysis to verify pre-injury wages, track benefit payments, and identify return-to-work income for claim management. BankScan AI bridges the gap between your bank's PDF statements and IRIS's import feature.
BankScan AI → IRIS for Workers' Compensation
Convert bank statement PDFs to CSV formatted for IRIS import. Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months pre-injury for Average Weekly Wage (AWW) calculation; ongoing statements during the benefit period to detect unreported return-to-work income 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 workers' compensation
Upload into IRIS and use the reconciled data for workers' compensation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS + Workers' Compensation 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 Workers' Compensation — Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
Import for Workers' Compensation into IRIS
After converting your bank statements for workers' compensation:
- 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 Workers' Compensation
Initial claims must be filed within state-specific deadlines (30-90 days from injury in most states); wage verification documents needed before temporary disability benefits are calculated
Convert for IRIS + Workers' Compensation