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
Barclaycard
Barclays
Danske
First Direct
Halifax
HSBC
HSBC Business
Lloyds Bank
Marks & Spencer
MBNA
Monzo
Nationwide
Natwest
RBS
Revolut
Santander
Starling
TSB
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)
Nationwide
Santander
TSB