Import Bank Statements into Coconut

99%+Accuracy

30sPer Statement

40+Banks Supported

FreeTier Available

Why Import Bank Statements into Coconut?

Coconut is a UK business banking and accounting app for freelancers and sole traders that combines banking with bookkeeping. But importing bank statements from PDF into Coconut requires converting them to CSV first — and that's where BankScan AI comes in.

BankScan AI + Coconut Integration

Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances.

How Coconut Bank Import Works

Importing bank transactions into Coconut typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that Coconut cannot read directly. Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances.

How It Works

Upload your bank statement PDF

Drag and drop any bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 40+ more banks.

AI converts to CSV

Our AI extracts every transaction and formats as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses — ready for Coconut.

Import 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.

Coconut Column Format

Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Why BankScan AI for Coconut

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.
Industry standard — Niche player combining business banking with basic bookkeeping. Targets freelancers who want banking and accounting in one app without managing separate tools.

Step-by-Step: Import into Coconut

Here's exactly how to import your converted bank statement 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.

Import Bank Statements into Coconut Today

Niche player combining business banking with basic bookkeeping. Targets freelancers who want banking and accounting in one app without managing separate tools.

Convert for Coconut — Free

Frequently Asked Questions

Does BankScan AI work with Coconut?

Yes. BankScan AI produces CSV files with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses — exactly what Coconut expects for bank statement import.

What date format does Coconut require?

Coconut requires dates in DD/MM/YYYY format. BankScan AI automatically formats dates correctly for Coconut import.

What are common Coconut import errors?

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.

Is the free tier enough for occasional use?

Yes. The free tier lets you convert a limited number of statements per month — ideal for trying BankScan AI before committing to a paid plan.