Zenning for Lloyds Bank
Zenning can flag unusual spending, summarise the month's spend and spot subscription creep.
Spot spending and bills early
- Track spending by category
- Flag a missed payment
- Track direct debits
Each morning categorise Lloyds transactions in Xero and post exceptions to Slack.
What it does in Lloyds Bank
- When Lloyds rejects a paymentCheck beneficiary details in Coupa and alert treasury in Gmail
- Before updating Lloyds signatoriesCollect approvals in DocuSign and archive in Google Drive
- After Lloyds client expensesAttach receipts to Salesforce and notify finance in Slack
Actions
Every action Zenning can take in Lloyds Bank.
- Get balance
- List accounts
- List cards
- List transactions
Works well with Lloyds Bank
All integrationsConnect Lloyds Bank in a few minutes
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