Pandle + Insurance Claim: Complete Workflow
Preparing for insurance claim and using Pandle? Insurance claims for business interruption, theft, or fraud require bank statements as evidence of financial loss. Insurers need clear, organised financial documentation. BankScan AI bridges the gap between your bank's PDF statements and Pandle's import feature.
BankScan AI → Pandle for Insurance Claim
Convert bank statement PDFs to CSV / QIF formatted for Pandle import. Convert bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months pre-loss for baseline comparison, plus the entire loss period; business interruption claims may need 3+ years of historical data 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 insurance claim
Upload into Pandle and use the reconciled data for insurance claim.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Pandle + Insurance Claim 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 Insurance Claim — Convert bank statements to structured Excel spreadsheets showing income patterns, loss periods, and transaction evidence for insurance claim submissions.
Import for Insurance Claim into Pandle
After converting your bank statements for insurance claim:
- 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 Insurance Claim
Most policies require notification within 30 days and full claim submission within 6-12 months; delays give insurers grounds to question or deny the claim
Convert for Pandle + Insurance Claim