Pandle Setup Guide
Connect Pandle to Oskuo using your Pandle login credentials so Oskuo can help you manage invoices, payments, bank transactions, and accounting reports.
Prerequisites
- check_circle A Pandle accounting account with at least one company set up
- check_circle Your Pandle login email address and password
- check_circle An active Oskuo account on any plan
Connecting Pandle to Oskuo
- 1 Open Settings → Connectors in Oskuo and find the Pandle connector.
- 2 Enter an account label (e.g. "Main Business"), your Pandle email address, and your Pandle password.
- 3 Click Test & Save. Oskuo will verify your credentials and show the connector as connected.
- 4 If you manage multiple Pandle businesses, add each as a separate instance with a unique descriptive name so you can reference them clearly in conversations.
What you can do
- check_circle Authenticate and list companies
- check_circle Manage customers and suppliers
- check_circle List, create, update, email, and download invoices as PDFs
- check_circle List, create, and delete payment records
- check_circle View bank accounts, bank transactions, and imported transactions
- check_circle Browse categories and nominal account balances
- check_circle View the financial year and tax rates
- check_circle Generate profit and loss reports and balance sheets
Try it out
Here are some things you can ask Oskuo to do:
- chat_bubble "Show outstanding invoices"
- chat_bubble "P&L for Q1?"
- chat_bubble "List unpaid invoices over 30 days"
- chat_bubble "Create an invoice for Acme Ltd for £500 due in 30 days"
Good to know
- info Oskuo can't file VAT returns — you'll still need to do that through HMRC or your accountant.
- info Payroll isn't supported through Oskuo. Pandle's payroll features are managed separately.
- info Oskuo can't submit accounts to Companies House — that's a separate process outside of Pandle's API.
- info Bank feeds and automatic imports are set up inside Pandle itself — Oskuo works with transactions once they're already there.
Keeping things secure
- lock Your Pandle login credentials are encrypted with AES-256-GCM before they're stored — Oskuo never keeps them in plain text.
- lock Credentials give full access to your Pandle accounting data. Consider creating a separate Pandle user with limited permissions if your plan supports it.
- lock You can connect multiple Pandle accounts as separate instances. Each has its own encrypted credentials.
- lock Financial data is never stored by Oskuo — it's fetched live from Pandle each time you ask a question.
- lock You can disconnect the Pandle instance from Oskuo at any time, and your Pandle account won't be affected.
Troubleshooting
Authentication failed expand_more
Double-check your Pandle email and password — they are case-sensitive. If you recently changed your password in Pandle, disconnect and reconnect the instance in Oskuo with the new credentials.
Company not found expand_more
Ensure you have at least one company set up in Pandle before connecting. Log in to Pandle directly and complete the initial company setup if you haven't already.