SMH Group — IRIS TB Mapper
Is this an existing
or new client?
Choose how to map this Trial Balance. Existing clients use a previous IRIS mapping file. New clients are mapped by AI.
📁
Existing Client
Upload a previous IRIS mapping file alongside the Trial Balance. Accounts are auto-matched, with AI suggestions for anything new.
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✨
New Client
No previous mapping needed. Upload only the Trial Balance and AI will suggest IRIS codes for every account.
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SMH Group — IRIS Practice Software
Which software are you
importing from?
Select your accounting software below.
✦ AI has learned 0 account mappings from previous sessions
Xero
Map a Xero Trial Balance export to the IRIS TB import format.
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QBO
Map a QuickBooks Trial Balance export to the IRIS TB import format.
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Sage
Map a Sage Trial Balance export to the IRIS TB import format.
Open Tool →