Zenning for Bank Account

Zenning can flag unusual spending, summarise the month's spend and warn when balance runs low.

Bank Account · 4 actions

Spot spending and bills early

What Zenning can do
  • Spot a payment that bounced
  • Track spending by category
  • Flag an unknown merchant
Try asking

Each morning import bank transactions, categorise in Xero, and post exceptions to Slack.

What it does in Bank Account

  • When an unknown bank debit appearsCheck Coupa POs and alert AP in Gmail
  • Before adding a new bank mandateFile signed authority in DocuSign and confirm in Slack
  • WeeklyReview bank signatories in Notion, confirm approvals in DocuSign, and notify finance in Slack

Actions

Every action Zenning can take in Bank Account.

4 actions
  • Get balance
  • List accounts
  • List cards
  • List transactions

Connect Bank Account in a few minutes

Connect it in a few clicks and choose who in your team can use it. Change that any time.