FreshBooks + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using FreshBooks? 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 FreshBooks's import feature.
BankScan AI → FreshBooks for Probate & Estate Administration
Convert bank statement PDFs to CSV / OFX formatted for FreshBooks 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 FreshBooks
Output as CSV / OFX with Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns — dates in YYYY-MM-DD or MM/DD/YYYY.
Import and use for probate & estate administration
Upload into FreshBooks and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
FreshBooks + Probate & Estate Administration Features
- FreshBooks ready — Output formatted as CSV / OFX matching FreshBooks's expected column structure
- Smart integration — FreshBooks automatically matches imported bank transactions to sent invoices, marking them as paid and updating cash flow reports in real time.
- 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 FreshBooks
After converting your bank statements for probate & estate administration:
- In FreshBooks, go to Banking > Add Account > Import Transactions from File
- Upload your CSV or OFX file, map the columns, and import
Common Import Issues
FreshBooks limits imports to 500 transactions per file. For longer periods, split into monthly files. OFX import is generally smoother than CSV.
FreshBooks 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 FreshBooks + Probate & Estate Administration