Zagitas Bank Data Agent

Secure, Automated Bank Statement Retrieval

— Powered by VaultSync

Smart Invoice Automation

No more manual downloads. VaultSync automatically retrieves, organizes, and secures your bank statements — saving time, eliminating risk, and keeping you audit-ready.

Why Leading Finance Teams Choose VaultSync

Reduce Manual Workloads:

  • Automate the retrieval of bank statements from multiple banking portals, no more manual logins or downloads.

  • Eliminate repetitive tasks and reduce the time required for monthly closes and reconciliations.

  • Free up your team to focus on higher-value financial work.

Ensure Accuracy, Compliance & Client Trust:

  • Every file is timestamped and securely archived,  audit-ready at all times.

  • Avoid costly errors caused by missing or misclassified documents.

  • Deliver accurate, on-time statements that build client confidence.

Secure Integration with Your Existing Systems:

  • VaultSync uses bank-grade encryption and authenticated connections to protect sensitive data.

  • Seamlessly syncs with SharePoint, Google Drive, OneDrive, or your ERP/CRM, no manual uploads required.

  • Structured, consistent formats ensure fast, clean integration with your workflows.

How VaultSync Simplifies Bank Statement Management

Connect Securely

VaultSync connects to your banking platforms using secure, authenticated methods, no manual passwords needed.

Retrieve Automatically

Bank statements and transactions are retrieved on a scheduled basis (daily, weekly, monthly) without user intervention.

Store and Organize

Files are time-stamped, structured, and securely delivered into your designated cloud storage or ERP system.

Access Anytime

Your finance team has clean, audit-ready data available at all times, for faster reconciliations and reporting.

 

Win Back Time and Protect Your Financial Operations

Transforming operations globally

Zagitas leverages over six years of global experience and has implemented over 70 use cases to streamline operations, offering a cost-effective Opex model with a guaranteed ROI.

Our technology partners

Our solutions are powered by some of the most respected names in technology

Ready to Modernize Your Financial Workflows?

Fill out the form and discover how VaultSync can

transform the way your team handles bank statements, saving time, reducing risks, and improving client service.

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