Bank Rules

Automate your bookkeeping by enabling Pandle to automatically categorise and assign tax codes to your imported and bank feed transactions.

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Auto confirm your transactions

Happy your bank rule is correctly assigning categories and tax codes to your transactions? Then let Pandle auto confirm these transactions for you.

Clear visibility

Pandle will let you know how many transactions have been auto confirmed by your bank rule and how many are left for you to confirm manually.

Save time every month

Stop wasting your time on repetitive tasks, let Pandle do the hard work for you. So you can spend more time growing your business and less time doing your bookkeeping.

Pandle learns as you go

The bank rules machine learning algorithm will begin to understand your individual preferences and behaviour, resulting in your data becoming more and more accurate over time.

 

 

You might also want to look at…

Bank Feeds Pro

Automatically feed your transactions into Pandle.

Stripe Feeds

Automatically feed your transactions into Pandle.

PayPal Feeds Pro

Automatically feed your transactions into Pandle.

Bank Imports

Import your bank transactions using our CSV templates.

Transferring to Pandle

Need help transferring from your current accounting system?

Our opening balances assistant will guide you through this, whether you’re moving from alternative software or spreadsheets.

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Looking for more information?

Entering transactions in Pandle

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Creating a bank rule

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