Xero + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Xero? 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 Xero's import feature.
BankScan AI → Xero for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for Xero 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 Xero
Output as CSV with Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns — dates in DD/MM/YYYY or YYYY-MM-DD.
Import and use for probate & estate administration
Upload into Xero and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Xero + Probate & Estate Administration Features
- Xero ready — Output formatted as CSV matching Xero's expected column structure
- Smart integration — Xero's bank feed rules can auto-categorise imported transactions, so once you've set up rules, future imports from the same bank are largely automated.
- 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 Xero
After converting your bank statements for probate & estate administration:
- In Xero, go to Accounting > Bank accounts > select your account > Import a Statement
- Choose the CSV file from BankScan AI
- Xero auto-maps the Date, Description, and Amount columns
Common Import Issues
Most common error is date format mismatch — Xero rejects MM/DD/YYYY dates. Also watch for CSV encoding issues with special characters in payee names.
Xero 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 Xero + Probate & Estate Administration