Streamline your bank's XLSX sheet workflow with Eximee

The XLSX (or CSV) format is widely used by banks in various areas. Its popularity results from the fact that financial professionals are very familiar with spreadsheets. It is a natural working tool for them, providing a comfortable and intuitive environment.

Daily process operation reports? The most convenient way is “in a spreadsheet". Creating a list of users and their permissions for a corporate client? The easiest way is “in a spreadsheet" that any employee can create and read without training.

The XLSX Sheet Handling module on the Eximee platform allows banks and their customers to easily process data in XLSX format.

What is the XLSX Sheet Handling Module
and how does it work?

The Eximee platform module provides two core functionalities:

XLSX File Parsing

Parsing a file is the process of converting it into a format that can be easily analyzed by the application's business logic. The application works on a collection of objects that represent a single row from the file. Each cell in a row corresponds to a field in the object.

After parsing a file containing a history of an account, it is easy to calculate the number of transactions or the total amount transferred. After parsing a file containing a transaction order list, it is easy to verify that it contains instructions for all of the client's accounts. A file uploaded by the user is automatically scanned for viruses, checked for correct XLSX formatting and parsed.

Using the Eximee API, a low-code developer can easily extract file content and focus on business logic, such as validations or using imported parameters.

Saving XLSX files

Saving XLSX files is the opposite of parsing. From a dataset prepared by the application's business logic, the Eximee Platform generates a file that conforms to the XLSX format. This allows larger amounts of data to be sent to the client. For example: lists of corporate banking user names, status of executed transactions, or results of surveys completed by users (contact surveys, customer satisfaction surveys, e.g. NPS, etc.).

Using the Eximee API, a low-code developer creates a dataset and saves the data to an XLSX file.

How is the XLSX sheet processing module implemented in banks?

Step 1

Availability in Eximee environment

The XLSX module is fully integrated with the Eximee platform, eliminating the need to install additional software.
Step 2

Easy configuration of business processes

With a simple API available in Eximee Low-Code, configuring processes based on XLSX sheets is fast and intuitive.

Benefits for Banks

Fast process creation in a low-code environment

With the Eximee platform, banks can leverage the XLSX module without the need for advanced development teams. Processes that previously required extensive programming efforts can now be created intuitively and quickly using low-code tools. This accelerates the deployment of new solutions, saves time and reduces operational costs.

Automatic data validation and error notification in files

The module automatically checks uploaded XLSX files for technical accuracy and compliance with business requirements. If spreadsheets contain errors, the module instantly notifies users of the discrepancies and indicates necessary corrections.

This provides banks with a tool to quickly respond to data-related issues, improving process quality and the security of processed information.

Reduce spreadsheet processing time and errors

Automating XLSX handling processes significantly reduces the time required to complete them. At the same time, it minimizes the risk of errors resulting from manual data processing.

Simplified data delivery process for specific cases

With the Eximee module, banks can easily receive and process data from corporate customers, for example, in the context of managing user rights or handling enforcement orders. This ensures that even complex processes can be carried out efficiently and without interruption.

Step 1

Discovery meeting
We discuss the current state of your processes, digitization and automation capabilities, and possible solutions.

Step 2

Analysis
Together we choose the process to digitize and develop a plan.

Step 3

MVP & Evaluation
We develop and implement the application, evaluate the results, and decide which processes to digitize next.

The XLSX Sheet Processing module
is an efficient tool

that accelerates and streamlines banking operations and enhances the ability to adapt XLSX-related processes
to business requirements.

Streamline your bank’s
XLSX processing workflow

Schedule a meeting and our specialist will explain how your bank can benefit from implementing Eximee.
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