SVB + Coconut: Bridge the Gap
Need to get your Silicon Valley Bank (now First Citizens) bank statement into Coconut? SVB uses MM/DD/YYYY and commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns — which needs converting to CSV (Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses) for Coconut import.
How BankScan AI Converts SVB for Coconut
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. SVB statements are common among tech startups and VC-backed companies. BankScan AI handles SVB's wire-heavy transaction layout with full reference preservation.
How It Works
Upload your SVB PDF
Drag and drop your SVB statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Coconut
Our AI parses SVB's layout, converts dates to DD/MM/YYYY, and outputs CSV.
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 Import Tip
Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
SVB to Coconut Features
- SVB optimised — Trained on SVB's commercial banking format with detailed wire transfer sections showing Originator, Beneficiary, and Reference fields alongside standard Date/Description/Amount columns with MM/DD/YYYY parsing
- Coconut formatted — Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import SVB Data into Coconut
After converting your SVB statement with BankScan AI:
- 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 SVB into Coconut Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import SVB to Coconut Free