Your client might forget about that machine in the corner, but you won’t. Show clients the true value of their business. Record asset depreciation in their accounts in a couple of clicks.

An adjustment tool so simple, even your clients can do it. Enter journals for loan interest, or show clients how to do it as they go along for a more accurate picture of the P&L figures.

Garage workshops, garden offices, spare room desks, and laptops on the dining table. Account for your clients’ working from home expenses quickly and easily.

Don’t spend hours copying transactions. Connect accounts to Pandle to create bookkeeping entries automatically, exactly as they appear in the bank. You might even get an early night.

Create custom bank rules to categorise transactions, match payments and assign tax rules so banking is organised as if by magic. You can take the credit. We’ll let you have it.

Download bank statements, and upload them straight into Pandle to enter transactions without all the typing. Create custom formatting templates so columns are ordered correctly.

The frustration of trying to find something? Awful. Advanced search and filter tools help find what you’re looking for without stress. Unless it’s in the same drawer as the potato masher.

Need to make the same change lots of times? Select all the transactions. Edit them all in one go. Don’t sit there clicking through them one-by-one like it’s the old days.

Don’t fix the same mistake twice. Use Bulk Editing to change something, and Pandle will remember your choices to avoid repeat errors next time there are similar transactions.

Customisable invoice and quote templates help clients stay on brand, so wonky PDFs are a thing of the past, and transactions are copied straight into their bookkeeping.

Adding a payment button to invoices gets them paid 3 x faster. Schedule automatic payment reminders to really get things moving. Improve cash flow with less effort.

Create customer and supplier profiles to populate documents consistently. Set default payment terms and manage credit limits. Simpler than a day at the spa.

We don’t cap how many listings you can create. Enter as many items as necessary. No more inconsistent pricing and tax codes, or writing out descriptions more than once.

Create untracked items to manage services and things that don’t need tracking – without any complications. Not like the time you spilt coffee over someone’s shoebox of receipts.

Records will update automatically every time a new invoice is entered, and an alert will show if there isn’t enough stock to fulfil an order. Easier than guessing.

Mileage is worked out automatically based on the distance travelled and vehicle selected. Save the journey to add claims straight into the accounts. Our kind of shortcut.

Enter journeys manually, reuse previous routes, or use the automatic tracker to record trips from start to finish. It can be paused before that personal diversion to the drive through.

Create a profile for every vehicle the business uses. Select the car (van, motorbike, tank…) from the list to populate entries consistently, and claim mileage at the correct rate every time.

Create, send and manage invoices and quotes, even on the move. Much better than letting work pile up so the figures aren’t as accurate as they should be.

Not a fan of tatty carrier bags of receipts being dumped on your desk? Pandle Mobile users can snap receipts to upload against transactions, and record journeys to track mileage.

Review transactions, allocate payments, tag projects, mark invoices as paid, categorise expenses and assign tax codes. Easier than clients updating things on deadline day.

Set the base currency used by every bank account. Get on with your to-do list whilst the hard sums are taken care of in the background, from Australian dollars to Zambian kwacha.

Set the billing currency for every customer and supplier stored in Pandle. Invoices will be automatically populated correctly using the exchange rate at the date of the invoice.

Make short work, not short-change. Pandle calculates any gains or losses between the invoice and payment dates. Just in case the exchange rate moves between the two.

Create general reminders or attach notes to transactions, bank accounts, customers, suppliers, categories, or invoices. Leave no thought unheard.

Can’t remember what you attached a note to? Flick through notes in chronological order, adjust your filters, or use the search function. Notepads could never.

Making a point? Make it bold.

• Making lots of points?
• Format them as bullet points

Write notes which get your point across.

Save your entries as a draft without updating the bookkeeping figures. Move to a different screen without losing your progress. Stop grinding your teeth.

Confirm VAT schemes, and import detailed information into clients’ accounts including existing customers and suppliers, and any inventory on hand.

Enter the details of any invoices the client hasn’t been paid for, and any they still owe to suppliers. Accurate, up-to-date accounts. No awkward surprises or phone calls.

You don’t want clients out of pocket, or making awkward calls to their clients. Pandle’s colour coded financial reports help everyone watch those project budgets like a hawk.

Record expenses and upload receipts to the right projects. Compare income and spending to show clients where they’re taking a hit, and what keeps the lights on.

Help clients plan ahead to see how much cash is needed and when, to complete work. Then they can work out whether to bill clients up-front, midway, or on delivery.

Make sure they tell you about every business expense they’re entitled to. Snap receipts and upload documents as they happen. Cat photos can be sent straight to our marketing team.

Receipts under the bed. Behind the sofa. In random drawers. Under the cat’s litter box. How about uploading receipts straight into Pandle, in any document format you need?

We can’t make tax returns fun, but we can make them easier. Well-organised documents make it much less frustrating to work out what’s what. They’ll be your favourite client.

Pandle automatically updates financial reports in real-time, so clients will always have the data they need to make reliable decisions. It’s a much better look than random guesswork.

Viewing trends, setting goals and understanding cash flow fluctuations helps clients plan ahead. Predict the future without working out anyone’s star sign.

Financial analysis deeper than the Mariana Trench. But easier to access. View reports in real-time, send them to someone else, and export data to get into the nuts and bolts of things.

Have a burning question? Ask away and receive an answer in less than 10 minutes. We won’t go full cheese and call our bookkeepers superheroes. But they’re very nice and helpful.

Mistakes are rubbish and stressful and time consuming. Pandle will flag anything that looks like it could be an error, so you can take a second look. It doesn’t work on your ex. Soz.

Read guides and articles, watch videos, take product tours, or check out our FAQ’s. Get to grips with every aspect of running a business and using accounting software.

Transactions are automatically locked after submitting a tax return through Pandle. We won’t have any accidental edits causing discrepancies on our watch (or yours).

Manually unlock transactions if you need to make any necessary changes. Lock them again when you’re done. Now that’s what we call data protection.

Be a bookkeeping bouncer. Protect work you’ve already done. Set a transaction lock date to avoid entering data in a selected period. Change the date if you need to edit.

Customise each users’ permission settings in Pandle to restrict what they can see and do. Give yourself access all areas though. You’re a bookkeeping VIP baby.

Need Dave to issue invoices and check for payments, but don’t want him messing up your banking? Choose what he can edit, and which bits are read-only. No more Danger Dave.

You have multiple people who all need the same level of access. Create user groups and manage permissions for all of them in one go. That saves a big time-consuming job.

Finding out their VAT bill can be more startling than the camera opening in selfie mode. Pandle updates clients’ VAT calculations in real-time, so they always know what’s coming.

Pandle’s algorithms will flag any transactions that might have the wrong tax code so you can double-check what’s going on, and make any changes necessary.

Hopping back and forth from spreadsheets to software? No thanks. Keep MTD-compliant VAT records in the same software you use to submit returns.

Enter amounts owed to employees, tax, NI, and any contributions you can think of. Everything correctly accounted for, with fewer opportunities for rogue weirdness.

An adjustment tool so simple, even your clients can do it. Ask clients to enter wage adjustments as they go, and Pandle will complete the double entries.

We like to keep things as simple as possible. Pandle speaks your clients’ language, helping you collaborate with less stress and confusion, and fewer repetitive explanations.