Pandle + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Pandle? Executors and solicitors handling probate need to review the deceased's bank statements to value the estate, identify debts, and distribute assets. BankScan AI bridges the gap between your bank's PDF statements and Pandle's import feature.
BankScan AI → Pandle for Probate & Estate Administration
Convert bank statement PDFs to CSV / QIF formatted for Pandle import. Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel 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 probate & estate administration
Upload into Pandle and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Pandle + Probate & Estate Administration 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 Probate & Estate Administration — Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
Import for Probate & Estate Administration into Pandle
After converting your bank statements for probate & estate administration:
- 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 Probate & Estate Administration
IHT400 must be submitted within 12 months of death to avoid interest charges; probate grant cannot be issued until HMRC receives the IHT forms
Convert for Pandle + Probate & Estate Administration