Pandle + Bank Reconciliation: Complete Workflow
Preparing for bank reconciliation and using Pandle? Monthly bank reconciliation requires matching every bank transaction against your accounting records. Working from PDF statements makes this slow and error-prone. BankScan AI bridges the gap between your bank's PDF statements and Pandle's import feature.
BankScan AI → Pandle for Bank Reconciliation
Convert bank statement PDFs to CSV / QIF formatted for Pandle import. Convert bank statement PDFs to Excel for fast side-by-side reconciliation with your accounting records. Sort by date, filter by amount, and spot discrepancies instantly.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Monthly, covering one calendar month per reconciliation cycle; year-end reconciliation covers the full 12-month period 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 bank reconciliation
Upload into Pandle and use the reconciled data for bank reconciliation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Pandle + Bank Reconciliation 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 Bank Reconciliation — Convert bank statement PDFs to Excel for fast side-by-side reconciliation with your accounting records. Sort by date, filter by amount, and spot discrepancies instantly.
Import for Bank Reconciliation into Pandle
After converting your bank statements for bank reconciliation:
- 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 Bank Reconciliation
Best practice is to reconcile within 5 working days of month-end; delays compound and make year-end reconciliation significantly harder
Convert for Pandle + Bank Reconciliation