Zenning for Lloyds Bank

Zenning can flag unusual spending, summarise the month's spend and spot subscription creep.

Lloyds Bank · 4 actions

Spot spending and bills early

What Zenning can do
  • Track spending by category
  • Flag a missed payment
  • Track direct debits
Try asking

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.

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

Connect Lloyds Bank in a few minutes

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