Bill.com + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Bill.com? 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 Bill.com's import feature.
BankScan AI → Bill.com for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for Bill.com 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 Bill.com
Output as CSV with N/A — Bill.com is AP/AR software. Use BankScan AI data to verify that Bill.com-initiated payments cleared the bank correctly. — dates in MM/DD/YYYY (for reference).
Import and use for probate & estate administration
Upload into Bill.com and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bill.com + Probate & Estate Administration Features
- Bill.com ready — Output formatted as CSV matching Bill.com's expected column structure
- Smart integration — Cross-reference BankScan AI bank data with Bill.com payment records to catch failed payments, duplicate charges, and timing differences between payment initiation and bank clearing.
- 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 Bill.com
After converting your bank statements for probate & estate administration:
- Bill
- com doesn't import bank statements directly
- Use BankScan AI CSV output to reconcile Bill
- com payment records against actual bank debits and credits in your accounting software
Common Import Issues
No direct import. Common reconciliation issue: Bill.com batches multiple payments into single ACH debits — use BankScan AI's date and amount data to match batch totals.
Bill.com 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 Bill.com + Probate & Estate Administration