Zoho Books + Probate & Estate Administration: Complete Workflow
Preparing for probate & estate administration and using Zoho Books? 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 Zoho Books's import feature.
BankScan AI → Zoho Books for Probate & Estate Administration
Convert bank statement PDFs to CSV formatted for Zoho Books 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 Zoho Books
Output as CSV with Date, Description, Withdrawal, Deposit — Zoho Books requires separate columns for money in and money out — dates in DD/MM/YYYY or YYYY-MM-DD.
Import and use for probate & estate administration
Upload into Zoho Books and use the reconciled data for probate & estate administration.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Zoho Books + Probate & Estate Administration Features
- Zoho Books ready — Output formatted as CSV matching Zoho Books's expected column structure
- Smart integration — Zoho Books auto-categorises imported transactions using machine learning trained on your previous categorisation patterns.
- 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 Zoho Books
After converting your bank statements for probate & estate administration:
- In Zoho Books, go to Banking > select your account > Import Statement
- Upload the CSV, map Date, Description, Withdrawal, and Deposit columns, then import
Common Import Issues
Zoho Books requires separate Withdrawal and Deposit columns — a single Amount column will fail. Also rejects files larger than 5MB.
Zoho Books 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 Zoho Books + Probate & Estate Administration