Finance Teams Run on Spreadsheet APIs

Rules, analytics, and analysis—centralized and auditable

Keep risk models, pricing tables, and reporting logic in spreadsheets—then expose secure APIs so every system stays in sync.

Top Finance Use Cases

Where spreadsheets already live—now production-ready

Rules Engine

Centralize lending criteria, risk scoring, and fee logic in one spreadsheet-powered source of truth.

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ƒxDecision table
Inputs
credit_score: 720
dti: 28%
ltv: 65%
Rules
Output
decision: APPROVE ✅
rate: 5.49%

Analytics

Build live KPIs from sheets—P&L rollups, portfolio risk, liquidity, and ops metrics.

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Live KPIs
P&L (MTD)
$1.2M
VaR
$340k
Liquidity
18.4%

AI Chatbots

Let teams query financial models and policies in natural language—safely and with audit trails.

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Analyst Chat
“What’s risk exposure for portfolio A vs last month?”
Exposure: $12.4M (−6.1% MoM), VaR: $310k (−8.7% MoM), Liquidity: 19.2% (+0.8pp)
“Show top 3 drivers.”
1) Rates beta, 2) Credit spread widening, 3) FX volatility

Finance Business Impact

Consolidation, speed, and controlled change

1 source

Consolidated Logic

Move scattered spreadsheets and scripts into a single governed rules layer.

↓ 60% time

Faster Reporting

Close the books and answer regulatory questions without manual wrangling.

3x

Decision Velocity

Evaluate policies and pricing instantly across products and channels.

Finance Success Stories

Real outcomes from teams standardizing on spreadsheets

Mee Bank logo
Mee Bank

Liquidity & Risk Dashboards

Teams maintain KPI inputs in Sheets while leadership views live exposure and liquidity dashboards.

Result:
Faster month-end and easier regulatory responses with audit trails.
Fund Net logo
Fund Net

Portfolio Reporting Automation

Fund performance, inflows/outflows, and fee schedules modeled in spreadsheets and exposed via APIs.

Result:
Reduced manual wrangling; consistent reports across stakeholders.
Slim Pensioneren logo
Slim Pensioneren

Retirement Modeling API

Actuarial assumptions live in spreadsheets; an API computes scenarios for advisors and clients.

Result:
Quicker scenario analysis and centralized model governance.

Frequently Asked Questions

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