IRIS + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using IRIS? 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 IRIS's import feature.
BankScan AI → IRIS for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for IRIS 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 IRIS
Output as CSV with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns — dates in DD/MM/YYYY.
Import and use for probate & estate administration
Upload into IRIS and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS + Probate & Estate Administration Features
- IRIS ready — Output formatted as CSV matching IRIS's expected column structure
- Smart integration — IRIS links bank transactions directly to tax computations, so imported statements feed into both bookkeeping and tax return preparation simultaneously.
- 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 IRIS
After converting your bank statements for probate & estate administration:
- In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions
- Select the CSV file, map columns to Date, Narrative, Debit, Credit, and import
Common Import Issues
IRIS is strict about column naming — use 'Narrative' not 'Description'. Also requires the CSV to not contain any currency symbols in amount columns.
IRIS 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 IRIS + Probate & Estate Administration