Investec clients required a tool that seamlessly connected to their Excel workbooks, providing a centralised platform to view their transactional data. The challenge was to develop custom tools within the platform to meet the diverse needs and business requirements of the clients, including reconciliation, budget evaluation, and the ability to create pivot tables.
Spreadsheet Banking simplifies transactional data management for Banksy clients. The tool seamlessly connects to clients' Excel workbooks, pulling data into a centralised platform for easy access and organisation. Clients can effortlessly view all their accounts within the Spreadsheet Banking add-in, ensuring that data is constantly synced and refreshed. This real-time data synchronisation eliminates the need for manual updates, providing clients with accurate and up-to-date information. The platform offers a range of custom tools to cater to clients' specific needs. Clients could create custom pivot tables to analyse their data in a way that suited their business requirements. Additionally, the Spreadsheet Banking tool enables clients to perform budget evaluations, allowing for better financial planning and analysis. Spreadsheet Banking transforms the management of transactional data by providing a streamlined solution for Investec clients. By connecting Excel workbooks to the add-in, clients can consolidate their data and access it conveniently in one place.
