First Republic + Pandle: Bridge the Gap
Need to get your First Republic Bank (now JPMorgan) bank statement into Pandle? First Republic uses MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — which needs converting to CSV / QIF (Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits) for Pandle import.
How BankScan AI Converts First Republic for Pandle
BankScan AI's CSV output imports directly into Pandle's bank statement upload feature. Perfect for sole traders who receive statements from clients or banks without direct feeds. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.
How It Works
Upload your First Republic PDF
Drag and drop your First Republic statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Pandle
Our AI parses First Republic's layout, converts dates to DD/MM/YYYY, and outputs CSV / QIF.
Import into Pandle
In Pandle, go to Banking > select your account > Import Transactions. Upload the CSV or QIF file from BankScan AI. Pandle auto-maps standard column formats.
Pandle Import Tip
Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits
First Republic to Pandle Features
- First Republic optimised — Trained on First Republic's premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement with MM/DD/YYYY parsing
- Pandle formatted — Output as CSV / QIF with Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import First Republic Data into Pandle
After converting your First Republic statement with BankScan AI:
- In Pandle, go to Banking > select your account > Import Transactions
- Upload the CSV or QIF file from BankScan AI
- Pandle auto-maps standard column formats
Common Import Issues
Pandle's free tier limits bank feed connections — manual CSV import via BankScan AI is the workaround for banks without direct Pandle feeds.
Import First Republic into Pandle Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import First Republic to Pandle Free