Sage + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Sage? 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 Sage's import feature.
BankScan AI → Sage for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for Sage 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 Sage
Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount — dates in DD/MM/YYYY.
Import and use for probate & estate administration
Upload into Sage and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage + Probate & Estate Administration Features
- Sage ready — Output formatted as CSV matching Sage's expected column structure
- Smart integration — Sage's bank reconciliation remembers previous matching rules, so repeat transactions from the same payee are auto-suggested for the same nominal code.
- 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 Sage
After converting your bank statements for probate & estate administration:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Sage 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 Sage + Probate & Estate Administration