Coconut + Attorneys: Faster Bank Import
Attorneys handling divorce, bankruptcy, personal injury, and business litigation cases need to analyze bank statements for financial discovery and evidence preparation. If you use Coconut for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Attorneys Using Coconut
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Coconut. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
The Attorneys + Coconut Workflow
Attorneys receive bank statements during discovery in litigation, review them for asset tracing in divorce and bankruptcy cases, analyze financial evidence in fraud and embezzlement matters, and manage IOLTA trust accounts for client funds. They convert statements to structured data for timeline construction, hidden asset identification, and expert witness preparation.
Key terms you'll encounter: IOLTA trust account, discovery production, asset tracing, three-way reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
AI formats for Coconut
Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses — dates in DD/MM/YYYY.
Import and reconcile
In Coconut, go to Transactions > Import. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data. Coconut auto-categorises imported transactions by comparing them against your existing Coconut transaction categories, learning your categorisation preferences over time.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Coconut Features for Attorneys
- Coconut ready — Output formatted as CSV matching Coconut's expected column structure
- Smart integration — Coconut auto-categorises imported transactions by comparing them against your existing Coconut transaction categories, learning your categorisation preferences over time.
- Built for Attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
- Software compatible — Output works directly with Clio, MyCase, QuickBooks for Lawyers
Import Steps for Attorneys Using Coconut
As an attorney, here's how to get bank data into Coconut:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Coconut Import — Built for Attorneys
Niche player combining business banking with basic bookkeeping. Targets freelancers who want banking and accounting in one app without managing separate tools.
Try Free — Coconut + Attorneys