ProbateBee is software for the people accountable for other people's money — executors, trustees, conservators, and the professionals who serve them. We build the tools that turn a box of statements into an accounting a court will accept.
Fiduciary accounting is unforgiving. Every dollar has to be classified as principal or income, tied to a source document, and reconciled to the statement it came from — and then presented in the exact form a jurisdiction requires. General-purpose bookkeeping tools weren't built for those rules, so the work usually falls back to spreadsheets and re-keyed statement lines.
We started ProbateBee to close that gap: import the statements, let the activity become a reviewable ledger, reconcile each account, and produce the finished accounting — with a provenance trail from any figure back to the page it came from.
An accounting that doesn't tie to the statements isn't finished. Reconciliation is the foundation, not a final step.
Every figure should trace back to the document it came from. That's what makes an accounting defensible when someone asks.
Work directly, let AI handle the repetitive parts, or bring in a professional for review — without leaving the matter.
Why trust us to build fiduciary-accounting software? Because we've prepared these accountings ourselves and know exactly where the existing tools fall short.
Start a free workspace, or ask us to walk through a court-ready accounting with you.