The business overview tool on the Coconut app

Take control of your business finances

Understand how your business is performing each and every month with an overview of how much you’ve earned, how much you’ve spent and what you have left to pay yourself.

Try It Now

Plans from £3.60/month, 7-day free trial

The business overview tool on the Coconut app
check_circle

See your income and expenses for the month

Keep an eye on how much you’re earning and how much you’re spending, with all the transactions that make up those numbers available in just one tap.

check_circle

Set your own rules to calculate how much to set aside for tax

Decide how much you want to set aside for income tax, national insurance, pensions, rainy day funds and even student loan repayments (if you have one).

check_circle

Work out how much you can take out of your business

We’ll work out how much you have left after you’ve set your savings aside that you can take out of the business as your take home pay, or to reinvest to help your business grow.

check_circle

Keep an eye on all of your business transactions

All of your business transactions for the last two years, across every account you have connected to the app, are available anytime you need them. And you can search for specific items too.

Try It Now
Try It Now

Common questions

add
Does Coconut recommend how much money I should set aside for tax?

Yes! Once you’ve connected your bank/current accounts and completed your tax profile, we can give you a tax estimate. You can find out more here.

add
Can I try Coconut for free?

Yes you can. We offer everyone a 7-day free trial (no credit card required), so you can see how Coconut works.

add
What bank and current accounts can I connect?

You can connect bank accounts and credit cards from over 25 UK providers. Take a look at the full list here.

add
How many accounts can I connect to Coconut?

You can connect as many accounts as you like to Coconut. Find out how to connect an account here.

add
How can I get in touch with the team?

You can get in touch with us through the in-app chat or by emailing support@getcoconut.com

What else can Coconut do?

image_search

Connect your bank accounts

arrow_right
credit_card

Claim expenses

arrow_right
send

Send invoices

arrow_right
check_box

Sort your taxes

arrow_right
group

Work smarter with your accountant

arrow_right
Coconut is the trading name of Coconut Platform Ltd, company number 09904418. Coconut is registered with the Financial Conduct Authority (FCA) as an Account Information Service Provider under the Payment Services Regulations 2017 (reference 931194).

Coconut provides some customers with a business current account, but is not a bank. The Coconut current account is an e-money account provided by Prepay Solutions (PPS), a trading name of Prepay Technologies Ltd, which is an electronic money institution authorised by the FCA under the Electronic Money Regulations 2011 (reference 900010) for the issuing of electronic money.

PPS holds all funds in a safeguarded account in accordance with the Electronic Money Regulations 2011 which protects customers against Coconut or PPS’s insolvency. The Coconut Mastercard is also issued by PPS pursuant to a licence by Mastercard International.