Pandle + Letting Agents: Faster Bank Import
Letting agents managing tenant deposits, rent collection, and landlord payments across client money accounts need meticulous reconciliation. If you use Pandle for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Letting Agents Using Pandle
BankScan AI converts any bank statement PDF to CSV / QIF formatted for direct import into Pandle. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
The Letting Agents + Pandle Workflow
Letting agents collect rent from tenants into client money accounts, deduct management fees, pay landlords their net rent, handle deposit protection scheme transfers, and manage maintenance contractor payments. Monthly landlord statements must reconcile exactly with the client money account bank statement, with every penny accounted for.
Key terms you'll encounter: client money protection, landlord statement, tenant deposit scheme, management fee.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties
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 Letting Agents
- 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 Letting Agents — Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties
- Software compatible — Output works directly with Goodlord, Arthur Online, PayProp
Import Steps for Letting Agents Using Pandle
As letting agent, 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 Letting Agents
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 + Letting Agents