Pandle Bank Statement Import for Financial Advisors (IFAs)

Convert bank statement PDFs to CSV / QIF for Pandle import. Built for financial advisors (ifas). Supports all UK banks. Try free.

Try Free — Pandle + Financial Advisors (IFAs)
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity. If you use Pandle for your accounting, you need a fast way to get bank statement data into the system.

The Solution

BankScan AI converts any UK bank statement PDF to CSV / QIF formatted for direct import into Pandle. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.

How It Works

1

Upload any bank statement PDF

Supports all major UK banks — HSBC, Barclays, Lloyds, NatWest, Monzo, Santander, Revolut, and 15+ more.

2

AI formats for Pandle

Our AI extracts every transaction and outputs a CSV / QIF file with the exact column format Pandle expects.

3

Import into Pandle

Upload the file into Pandle and reconcile transactions. No manual data entry needed.

Supported UK Banks

BankScan AI works with all major UK banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut

Plus Starling, Halifax, Nationwide, RBS, TSB, Tide, Metro Bank, Coutts, and more.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Try Free — Pandle + Financial Advisors (IFAs)

Frequently Asked Questions

Is BankScan AI good for financial advisors (ifas) using Pandle?
Yes. BankScan AI is designed for financial advisors (ifas) who need to import bank statements into Pandle. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Does the output work with Pandle?
Yes. BankScan AI produces CSV / QIF files formatted specifically for Pandle's bank statement import feature.
Which banks are supported?
All major UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and 20+ more.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from £7.99/month.

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