Manage your smallest clients without the cost of cloud
The Coconut Portal allows you to manage sole traders and sole directors in one place, regardless of where they bank. See all business transactions, receipts and invoices for free:
- On-board your clients fast
- Your client can capture receipts, send invoices and get business insights
- See accounting information from any bank transactions through the portal for free
Connect existing current accounts and credit cards
Your clients can hit the ground running with all our bookkeeping and tax tools no matter who they choose to bank with. No more spreadsheets or flicking between apps. Get a complete view of their business across every account, whenever you need it.
Instant Bookkeeping
Built by accountants, Coconut eliminates the manual bookkeeping work that takes you away from supporting your client with their business:
- Automated bookkeeping
- View your clients’ transactions data in real-time
- No bank reconciliations - everything in one place
- Less client chasing
Easy-to-use
We’ve made the app as easy to use as possible with no training. We’ve included helpful guidance throughout about what your clients can and can’t claim as a business expense.
- No training required
- Expense claim tips with links to HMRC guidance
- Tackles the basic expense queries from clients
- Focus on providing proactive advice
Happy customers
We have a fanatical customer base and thriving community. Our community has helped us build the product that they really want:
- 'Excellent' rating on Trustpilot
- Great support available through the in-app chat
- Help centre with guides and tips
Streamline your software
Totally free for accountants to use, Coconut is an accounting package, invoicing app and receipt capture tool in one. For self-employed people and small business owners, make their lives easier with one tool instead of 3, and save money in the process.
- No need for separate bookkeeping software or receipt capture tools
- Free to get started
- No bank transfer fees
- View our paid plans here
