Implementation
Migrating your lending book from Excel: a practical guide
The scariest part of leaving spreadsheets isn't the software — it's the data. Where does the book live? What's in the workbook that no one documented? How do you move it without breaking the operation?
Map the book first
Before configuration, map your products, investor models and current workflow. Your business runs exactly how it runs today — just better.
Import, don't retype
APEX imports .xlsx and .csv customer data directly — deals, investor ledgers, client records. You don't start from zero, and you don't retype a thing.
Run in parallel, then cut over
Run APEX alongside your current process until you're comfortable. Your own Risk and Compliance officer signs off the close — like our first client did, with zero critical issues found in UAT.
See your data map itself
Upload a sample workbook and watch the columns map to APEX fields.
Common questions
Asked straight.
The platform is already built, so there's no development phase — migration is onboarding: data import, training and sign-off happen on your timeline, not a project schedule.
Keep reading
The category
What is a capital intermediary platform?
The lender industry built software for the lender that funds its own book. It never built software for the company that sources the deal and funds it with someone else's capital. That company is a capital intermediary — and the gap in software is exactly what Apex was built to fill.
The product
PO finance software: running a purchase-order book without spreadsheets
PO financiers fund supplier purchase orders against confirmed customer orders — and in South Africa, the best of them syndicate the capital across multiple investors. Their operations need software built for that specific model.
The product
Invoice financing software for intermediaries with multiple fund partners
Invoice financiers advance against unpaid invoices — and intermediaries do it with capital from multiple fund partners. Each invoice, each fund partner's exposure, each settlement: the math compounds fast.