Once your client has signed up to Coconut, they'll be asked to connect their bank account(s) and credit cards they use for business expenses.
Answering questions from your client about Open Banking
Your client may have questions or concerns about connecting their accounts to Coconut. To help answer these questions, check out these Open Banking FAQs.
How your client connects a bank account to Coconut
Here's a video of what the process looks like:
Here's an example of this process with Tide: