Connecting Your Client's Bank Accounts

To ensure you are able to view and manage your client's transactions in the Accountant Platform they need to connect their account first.

Updated over a week ago

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.

โ€‹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:

Read more:

Did this answer your question?