ProbateBee

For professional firms

Produce more accountings — without adding equivalent staff time.

A fiduciary accounting platform for professional practices. Standardize how every matter is worked, give staff leverage on the repetitive parts, and keep partners reviewing — with the throughput, supervision, and lower production cost a practice runs on.

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Turn statement-heavy matters into accounting data — fast.

Import bank and brokerage statements and ProbateBee extracts the activity, classifies it, and routes only uncertain items to a review queue — instead of staff keying every line.

  • Automated extraction from PDFs and connected accounts
  • AI-suggested classifications your team confirms
  • Exceptions queued for review, not buried in the ledger
The ProbateBee transaction review grid — extracted activity with account, holding, category, and amount ready to confirm.

Standardize how every matter gets worked.

Run each engagement the same way. A matter dashboard, shared work queues, and roles keep staff, reviewers, and partners on the same process across the whole practice.

  • Multi-organization and multi-matter in one place
  • Roles and permissions for staff, reviewers, and partners
  • Work queues that surface what needs attention across matters
A matter overview — where the accounting stands in one sentence, then a 'Needs you' list of client replies, issues, and next steps, each with one action.

Bring clients into a controlled workflow.

Give clients a scoped portal for documents, questions, and approvals — and track what's outstanding — instead of chasing records over email.

  • Client portal scoped to each matter
  • Document requests with outstanding-item tracking
  • Questions and approvals captured in the matter
Client requests — a receipt needing review, plus bank statements, a tax document, a question, and an approval waiting on the client.

Review and deliver with confidence.

Reconcile every account, run deliverable checks, and assemble the report and exhibits into a filing package — with versioning and comments so nothing leaves the office unreviewed.

  • Reconciliation and tie-outs with an exception queue
  • Deliverable checks and reviewer sign-off
  • Versioned outputs, comments, and filing packages
The report tie-out — beginning balance, receipts, disbursements, and gains reconciled into the accounting.

Everything a practice needs, in one platform.

The full capability set behind the stories above.

Workflow & scale

  • Multi-organization & multi-matter
  • Roles & permissions
  • Staff workflows & work queues
  • Bulk actions across matters

Collaboration

  • Client portal
  • Document requests
  • Deliverable review & versioning
  • Automated deliverable checks

Accounting depth

  • Automated statement extraction
  • Reconciliation & tie-outs
  • Principal / income & holdings
  • Valuations (incl. EstateVal pricing)
  • Jurisdiction forms & reports
  • Filing packages

Add accounting capacity without handing off the workflow.

Bring a ProbateBee fiduciary-accounting professional into a matter for second-level review or specialized work — inside your workflow, on your timeline, without moving the matter to another system.

  • Second-level review before filing
  • Difficult reconciliations
  • Unusual or illiquid asset activity
  • Overflow capacity during peak periods

See it on your matters.

Tenant-isolated data, a source-document audit trail, and team pricing that scales with your practice. Let's walk through a court-ready accounting together.

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