Bank Data

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What is that line on your bank statement?

Bank data from every account, in one list you can read.

Bank statements are full of short, odd names, and every account lives behind its own login. ZIL MONEY brings your transactions into one list with names you can read. Keep reading to see how a messy line turns into a clear record.

  • Link more than one bank account
  • Read clear names and set your own categories
  • Record sales and expenses against real bank data
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Raw bank line or clear record?

Here is the difference on every row.

On the statementA short code the bank made up, no category, and a separate login for each bank.
In ZIL MONEYA name you can read, a category you picked, and one list for your linked accounts.

Every payment leaves a trail you can match.

Each payment keeps its date, memo, and amount.

Pick the bank account

Choose the bank account a payment comes from.

Track it in the list

Payments Out shows the date, memo, amount, and status.

More on the details

See how each payment method works.

Add a memo

A clear memo makes a bank line easy to recognize later.

MemoInvoice no.Category

Keep your books in sync

Works with QuickBooks, Xero, Zoho, and other accounting tools.

Works with the tools you already use.

Connect your accounting tools and more. See all integrations

QuickBooks OnlineQuickBooks DesktopXeroZoho BooksFreshBooksSage Business Cloud AccountingOracle NetSuiteMicrosoft Dynamics 365WaveBill.comOdooSalesforceHubSpotZapierSlack

Why bank data feels like homework.

Here is what makes bank data hard to use, and how ZIL MONEY helps.

The names on my statement make no sense.

Read names that make sense. Raw bank descriptions are cleaned up so you see who was paid.

My accounts are in different places.

See them in one list. Link the bank accounts you use and view their transactions together.

I sort everything by hand later.

Set your own categories. Sort transactions into categories that fit your business.

I cannot tell which payment is which.

Use the memo. Add a note when you pay, so the line is easy to match.

Month end takes too long.

Record against real data. Record a sale or an expense against the actual transaction.

I already use accounting tools.

Keep using them. ZIL MONEY works with QuickBooks, Xero, Zoho, and other accounting tools.

I may be away from my desk when a payment is due.

Use your phone or tablet. The same steps work on any screen.

From messy statement to clear books.

Link first. Then look, sort, and match.

1

Link your accounts

Add each bank account with its routing number and account number.

2

Look over the list

Scan the names and fix any category that looks off.

3

Add a memo to payments

Write the invoice number or job so the line is easy to find.

4

Match and record

Record the sale or expense against the real transaction.

Easy to learn. Quick to help.

In their own words, from businesses that use ZIL MONEY.

Rachel Ruiz, Business Strategy Manager at Lennar Title

“Working with ZIL MONEY has been such a great experience.”

We use their platform to create and send eChecks to multiple parties, and it’s been incredibly smooth and efficient. Anytime we have a question or run into an issue, their team is quick to respond and always helpful.

Rachel RuizBusiness Strategy Manager, Lennar Title
Mike S. of Experity

“ZIL MONEY has been a game-changer for our business!”

Their payment support is top-notch, quick, reliable, and always ready to assist with any questions we have.

Mike S.Experity
Cory Edwards, Owner of Edwards Holdings Realty

“The most helpful part is that ZIL MONEY can be used by everyone.”

It’s very easy to navigate. The user interface is very easy to learn. It solves the problem of having various accounting software separately and unable to integrate.

Cory EdwardsOwner, Edwards Holdings Realty

Common questions

What is bank data integration?
It means your bank transactions come into ZIL MONEY, so you can see and sort them without typing them in.
Can I link more than one bank account?
Yes. You can link more than one account, including accounts from different banks.
What does the name cleanup do?
It turns the short codes your bank prints into names you can read.
Can I set my own categories?
Yes. You can sort transactions into categories that fit your business.
How does this help me match my records?
With every transaction in one list, you can match each line to a payment or record.
Why add a memo to a payment?
A memo travels with the payment in Payments Out. It helps you spot the matching line later.
Can I see the payments I already sent?
Yes. Every payment appears in Payments Out, so you can look back at what you sent.
Does it work with QuickBooks?
ZIL MONEY connects with QuickBooks, Xero, Zoho, and other accounting tools, so your payments and books stay in sync.

Link your first account and read the list.

Open an account, or book a short demo and we will show you around.

Have a question? Talk to our team

Zil Money® is a financial technology company, not a bank. Banking services provided by Citizens Bank, N.A., Member FDIC.