Coconut + Dentists: Faster Bank Import
Dental practices handle a mix of NHS and private payments, equipment purchases, and supplier invoices — all flowing through multiple bank accounts. If you use Coconut for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Dentists Using Coconut
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Coconut. Convert your practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
The Dentists + Coconut Workflow
Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials and lab work, and manage associate dentist fees. Bank statements must be reconciled against practice management software reports and NHS schedules to ensure all income is accounted for.
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
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 Dentists
- 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 Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
Import Steps for Dentists Using Coconut
As dentist, 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 Dentists
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 + Dentists