Pandle + Audit Preparation: Complete Workflow
Preparing for audit preparation and using Pandle? Auditors need to verify bank balances and test transactions against financial statements. Getting bank data into a workable format is the first bottleneck. BankScan AI bridges the gap between your bank's PDF statements and Pandle's import feature.
BankScan AI → Pandle for Audit Preparation
Convert bank statement PDFs to CSV / QIF formatted for Pandle import. Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Full financial year (12 months), plus confirmation of opening and closing balances for the period under audit of statements.
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 use for audit preparation
Upload into Pandle and use the reconciled data for audit preparation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Pandle + Audit Preparation Features
- 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 Audit Preparation — Convert bank statements to structured Excel files for audit testing, balance verification, and transaction sampling. Save hours of data preparation.
Import for Audit Preparation into Pandle
After converting your bank statements for audit preparation:
- 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 for Audit Preparation
Statutory accounts must be filed within 9 months of year-end for private companies; audit fieldwork typically compressed into 2-4 weeks
Convert for Pandle + Audit Preparation