Interactive demo
From statements to a filed-ready account
Watch Probity ingest an estate, classify every transaction into the Virginia schedules, and reconcile to the penny. This demo runs on a synthetic estate - no real files are processed.
PDF
5 source documents ready
Demo uses a bundled synthetic estate - Jane Q. Sample
1Reading source documents
2Extracting transactions
0 / 243Classifying into Virginia schedules
4Reconciling to zero
Virginia schedules
A
--Assets on hand - beginning
Charge (+)
B
--Adjustments
Charge (+)
C
--Receipts - income received
Charge (+)
D
--Gains on sale / cap-gain distributions
Charge (+)
E
--Losses realized on sale
Discharge (-)
F
--Disbursements - expenses paid
Discharge (-)
G
--Distributions to beneficiaries
Discharge (-)
H
--Personal representative compensation
Discharge (-)
Reconciliation variance
--
Assets on hand at end - J
--
A + B + C + D - E - F - G - H = J