Pandle + Dentists: Faster Bank Import
Dental practices handle a mix of NHS and private payments, equipment purchases, and supplier invoices — all flowing through multiple bank accounts. If you use Pandle for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Dentists Using Pandle
BankScan AI converts any bank statement PDF to CSV / QIF formatted for direct import into Pandle. Convert your practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
The Dentists + Pandle Workflow
Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials and lab work, and manage associate dentist fees. Bank statements must be reconciled against practice management software reports and NHS schedules to ensure all income is accounted for.
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
AI formats for Pandle
Output as CSV / QIF with Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits — dates in DD/MM/YYYY.
Import and reconcile
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's self-assessment feature pulls data from imported bank transactions to estimate your tax bill and generate SA100 figures automatically.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Pandle Features for Dentists
- Pandle ready — Output formatted as CSV / QIF matching Pandle's expected column structure
- Smart integration — Pandle's self-assessment feature pulls data from imported bank transactions to estimate your tax bill and generate SA100 figures automatically.
- Built for Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
Import Steps for Dentists Using Pandle
As dentist, here's how to get bank data 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
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.
Pandle Import — Built for Dentists
Free tier makes it popular with UK sole traders just starting out. Simple interface with no accounting jargon — designed for non-accountants.
Try Free — Pandle + Dentists