Your clients are able to connect their existing bank accounts to Coconut so that they can categorise transactions themselves in their app and send you high quality accounting data whenever you need it.
Once your client is set up on Coconut app on their mobile device, we ask them to connect their bank accounts through Open Banking. This is a government-mandated method of sharing financial information that is quick, easy and secure.
Your client is able to connect both their business and personal accounts.
Which banks are currently supported?
We currently support adding the following banks to Coconut:
- Bank of Scotland
- First Direct
- HSBC Business
- Lloyds Bank
- Marks & Spencer
- Ulster Bank
What credit cards are currently supported?
We currently support credit cards from the following providers:
- American Express
- RBS group (RBS, Natwest, Ulster)
- Lloyds group (Lloyds, Halifax, BOS, MBNA)