Zenning for HSBC
Zenning can flag unusual spending, summarise the month's spend and track spending by category.
Track spending and balances
- Spot a price rise
- Digest weekly outgoings
- Warn when balance runs low
Each morning import HSBC transactions to Xero and escalate unmatched items in Slack.
What it does in HSBC
- When HSBC international fees spikeCompare to Wise quotes and recommend routing in Gmail
- Before HSBC releases a new beneficiaryVerify vendor terms in DocuSign and approve in Slack
- When HSBC processes a customer refundUpdate Salesforce and send confirmation via Gmail
Actions
Every action Zenning can take in HSBC.
- Get balance
- List accounts
- List cards
- List transactions
Connect HSBC in a few minutes
Connect it in a few clicks and choose who in your team can use it. Change that any time.