Features

Easy to use, efficient and accurate. Pandle has all the tools you need to manage the finances of your business.

Banking

Sync your bank accounts with Pandle to automatically import your transactions. Then, simply categorise each transaction to effortlessly keep your accounts up to date.


 

Bank Feeds Pro

Automatically pull transactions from your bank account before quickly categorising them in Pandle.

PayPal Feeds Pro

Automatically pull transactions from your PayPal account before quickly categorising in Pandle.

Stripe Feeds

Automatically pull transactions from your Stripe account before quickly categorising in Pandle.

Bank Imports

Save time and reduce errors by importing your bank transactions into Pandle using our CSV templates

Bank Rules

Create a bank rule to automatically categorise and assign tax codes to your imported transactions.

Invoicing

Improve the speed of your invoicing process with our range of features. Managing your money more efficiently will mean you never miss a payment again.


 

Invoices

Pandleโ€™s range of invoicing features includes; invoice creation, manual invoicing, bulk invoice emailing, invoice payment reminders, plus the ability to create recurring invoices.

Quotes

When youโ€™re creating quotes you can easily mark them as accepted, declined or convert them into an invoice to save you from duplicating your work.

Pandle Pay

Our partnership with Stripe means your customers can pay you directly through a โ€˜Pay Nowโ€™ button on your invoices. Once done, the invoice is automatically marked as paid.

Payment Reminders

Automate the process of chasing up your unpaid invoices. Get paid quicker and improve your cash flow whilst reducing the time you spend chasing payments.

Customers

Managing your customers has never been easier; quickly import them, set credit limits, create customer groups, send out customer statements and track who owes you money.

Suppliers

From intuitive invoice entry to setting payment terms and splitting invoices Pandle has all the tools you need to accurately manage your suppliers.

Reporting

With our range of reporting tools you will always know where your business stands financially. Allowing you to make more informed business decisions.


 

Profit and Loss

Check in real time if your business is profitable or running at a loss.

Cash Flow Forecasting Pro

Our cash flow forecasting report allows users to set future cash flow goals and view trends in your cash flow.

Payables and Receivables

View real-time reports of the suppliers you owe money to, and of the customers who have unpaid invoices!

Balance Sheet

Oversee all the income, expenses, assets, and liabilities on your balance sheet.

Trial Balance

View the balance of every single category, for any given date range.

VAT Software

Our comprehensive VAT software enables users to calculate, complete and submit their Making Tax Digital compliant VAT returns directly to HRMC.


 

VAT Submissions

Our integration with HMRC allows you to submit your MTD compliant VAT returns directly from Pandle.

VAT Reports

Pandle automatically calculates your VAT reports so you always know what you owe.

Collaboration

We understand that more than one person may need to access your bookkeeping. With Pandle you can easily add new users to your account to collaborate with your employees and your accountant.


 

Unlimited Users Pro

Does your accountant or bookkeeper need access to your bookkeeping? Add their email to your user list to give them instant simultaneous access.

User Permissions Pro

Select the functions your staff can access, meaning they only see the financial information relevant to their role.

Notes

Create general reminders or attach notes to specific transactions, bank accounts, customers, suppliers, categories, and invoices.

Accounting

Pandle’s comprehensive range of accounting features provide you with all the financial tools you need to efficiently manage your business bookkeeping.


 

Multiple Currencies

Pandle automates currency conversions using the latest rates, so you donโ€™t have to.

Recurring Transactions

Automate the time-consuming task of creating customer and supplier invoices for the same amount each month by getting Pandle to do the job for you.

Bulk Editing

Pandle is the only accounting software that lets you edit transactions in bulk, so if you spot errors or need to make changes, you can make them all in one go.

Transaction Locking

Quickly select your transaction lock date to avoid entering transactions for any previous accounting periods.

Multi Company Management Pro

Running more than one business? No worries. Easily manage the finances for multiple companies from just one Pandle account.

Items (Stock Control)

Create items for the products and services you buy and sell. Then accelerate your invoicing by selecting items to automatically track stock levels and manage your inventory.


 

Products Pro

Organise the products your business buys and/or sells to track stock levels and manage your invoicing more efficiently, with a lot less effort.

Services

Create items for the services that you provide or purchase from suppliers to speed up your invoicing process, and make doing your banking a doddle.

Receipt Uploads Pro

Keep all your financial records and receipts in one place. Upload them to Pandle, attach them to transactions, and enjoy effortless organisation.

Projects Pro

Manage the finances of every project with bookkeeping features to makes your heart sing (and your business competitors feel a little queasy).

Live Chat Support

Enjoy award-worthy live chat support, from our team of trained bookkeepers. We’ve got your back, whenever you need us – all on our free plan.

2021

29th April 2021

Smarter Date Entry

27th April 2021

The Performance Update

13th April 2021

Reducing Tax Code Errors

25th February 2021

Post-Brexit VAT Changes

26th January 2021

Bulk Deleting Receipt Uploads

2020

15th September 2020

Transaction Locking Alerts

24th August 2020

Companies House Integration

11th June 2020

Improved Customer Imports

26th May 2020

Improvements to Reports

8th May 2020

Quote Audit Trails

16th April 2020

File Import Balance Checks

2019

14th November 2019

Recurring Transaction End Dates

11th October 2019

Starling Bank Feeds

Pro

1st October 2019

Direct Bank Feeds

Pro

23rd September 2019

MTD Statements

5th September 2019

Sent Invoice Status

3rd September 2019

Projects in Pandle Mobile

Pro

Pro

27th June 2019

Bank Transfer Rules

Pro

18th June 2019

Invoice Write-Offs

28th May 2019

Reports in Pandle Mobile

Pro

19th March 2019

Editing in Pandle Mobile

14th March 2019

MTD for VAT Ready

7th February 2019

Running balances

22nd January 2019

Suppliers in Pandle Mobile

16th January 2019

Pandle Global launched

3rd January 2019

Dashboard customisation

2018

18th December 2018

Default tax codes

22nd November 2018

Message Centre attachments

Pro

13th November 2018

Bank Rules

9th November 2018

Receipt Uploads in Pandle Mobile

Pro

12th October 2018

Transaction links

5th September 2018

New mobile app

23rd August 2018

Live Chat support

16th August 2018

Overpayments

6th August 2018

Message Centre

Pro

20th July 2018

Reduced rate VAT code

1st July 2018

Direct costs

14th June 2018

Pension contributions

15th May 2018

General ledger report

14th April 2018

Google Cloud migration

17th March 2018

Pandle API

23rd February 2018

Receipt Uploads

Pro

19th February 2018

Pandle Notes

9th February 2018

Customer grouping

15th January 2018

Receipt uploads

Pro

4th January 2018

PIN Login

2017

12th December 2017

Bank feeds

Pro

28th November 2017

Dashboard analytics (Partners)

17th November 2017

PDF exports

15th November 2017

PayPal feeds

Pro

26th October 2017

New customers & quotations

21st October 2017

Email statuses

28th September 2017

Customer statement templates

Pro

24th September 2017

Mobile app released

21st September 2017

VAT return submissions

19th September 2017

Google cloud migration

15th September 2017

Recurring customer invoices

7th September 2017

Pandle Pay

Pro

21st August 2017

Transaction exports

4th August 2017

Split customer invoices

19th July 2017

Stripe integration

Pro

2nd July 2017

Split supplier invoices

19th June 2017

Pandle Projects

Pro

8th June 2017

Speed update

1st June 2017

Copying invoices

28th May 2017

User permissions

Pro

19th May 2017

Invoice imports

17th May 2017

Tools menu added

29th April 2017

Customer credit limits

25th April 2017

Split transactions

12th April 2017

Bank feed notifications

22nd March 2017

Cash flow forecasting

Pro

14th March 2017

Dividend availability and vouchers

8th March 2017

Quick links menu added

26th February 2017

Customer statements

17th February 2017

Cash flow reports

9th February 2017

Pandle help centre

31st January 2017

Bank feeds refresh function

Pro

23rd January 2017

Recurring adjustments

2016

14th November 2016

Bank feeds

Pro

29th October 2016

Invoice updates and templates

Pro

3rd October 2016

Brandle

1st October 2016

Partner accounts

9th September 2016

Personalised invoice references

21st July 2016

Re-designed user interface

9th June 2016

Companies house validations

22nd May 2016

VAT return exports

13th March 2016

Excel exports

27th February 2016

Quotations

21st February 2016

EU VAT invoicing

14th February 2016

Receivable and payables reports

1st February 2016

Director’s loan accounts

18th January 2016

Categories menu added

2015

10th December 2015

User settings

2nd December 2015

Multiple users

25th November 2015

Currency conversions

28th September 2015

Bank imports

1st July 2015

Pandle was born!