NetSuite + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using NetSuite? 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 NetSuite's import feature.
BankScan AI → NetSuite for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for NetSuite 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 NetSuite
Output as CSV with Date, Description, Amount, Check Number (optional) — NetSuite supports customizable column mapping during import wizard — dates in MM/DD/YYYY or YYYY-MM-DD.
Import and use for probate & estate administration
Upload into NetSuite and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
NetSuite + Probate & Estate Administration Features
- NetSuite ready — Output formatted as CSV matching NetSuite's expected column structure
- Smart integration — NetSuite's SuiteAnalytics can run custom reports on imported bank data, combining it with CRM, inventory, and project data for comprehensive business intelligence.
- 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 NetSuite
After converting your bank statements for probate & estate administration:
- In NetSuite, go to Transactions > Bank > Import Bank Statement
- Upload the CSV, map fields to Date, Description, Amount, and select the target bank account for reconciliation
Common Import Issues
NetSuite's import wizard requires matching to an existing bank account. Multi-currency transactions need the currency code column. Duplicate detection uses date+amount, so identical transactions may need manual review.
NetSuite 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 NetSuite + Probate & Estate Administration