Stop rebuilding estate accounting from scratch on every file.
Estateably gives accounting firms a dedicated workspace for fiduciary accounting so your team moves from bank statements to court-formatted reports without the manual work in between.
What your week looks like…
For accounting firms handling estate files, the work is precise by nature. The problem is the process. Bank statements land as PDFs. Transactions get entered by hand. Compensation calculations live in a separate spreadsheet. And when it is time to report, you rebuild the same document from scratch. The accounting is not the bottleneck. The process is.
Bank Statement Import & Transaction Entry
Every estate file starts with a stack of bank and brokerage statements that need to be read, categorized, and entered by hand. It is accurate work. It does not need to be manual work.
Fiduciary Accounting & Compensation Calculations
Calculating executor compensation, tracking distributions, and staying on top of a complex estate takes time when it is done across spreadsheets. It takes less time when the tools are built for it.
Court-Formatted Reporting
Pulling together a formal accounting report means assembling the right numbers into the right format for the right jurisdiction every time. That process should not start from zero on every file.
What changes with Estateably
Estateably is built around the financial side of the file. Transactions flow in from bank statements automatically, reports build as the file progresses, and the numbers are always in a format ready for court or for the client.
No more manually entering transactions from bank and brokerage statements
Every transaction has a clear, auditable record from first deposit to final distribution
Executor compensation calculates automatically without a separate spreadsheet
Court-formatted reports update as the file moves, not just at close
Formal and informal accounting reports generate without rebuilding from scratch
Estate and trust accounting run on one platform without reformatting between tools
Don't just take our word for it
Hear what our users have to say about their experience with Estateably.
“I have full confidence in the documentation we are able to produce that it is: complete,current, accurate.”
Want to see how Estateably fits your accounting practice?
Book a short walkthrough to see how Estateably helps accounting firms cut transaction entry time, generate fiduciary reports faster, and keep estate files moving from first statement to final close.
