01 / CUSTOM TEMPLATES
Your spreadsheet.
Your starting point.
Define the fields, instructions, and output order once. Import headers from an existing spreadsheet and share the right template with your team.
Explore templatesTurn invoices and customs documents into reviewed, ready-to-use spreadsheets. In your format. With your team’s know-how built in.
SAMPLE DOCUMENT · FICTIONAL DATA
| Part code | Description | Qty | Origin |
|---|---|---|---|
| Filter assembly | 120 | DE | |
| Valve body | 80 | ||
| Gasket set | 240 | DE |
The source shows IT for valve body VB-1182.
From the first attachment to the final spreadsheet.
A SHORTER PATH THROUGH THE PAPERWORK
The steps your team knows, with a lot less copying in between.
Upload a file or forward an email. Pick your template, and Ekso extracts the fields and line items you need.
Review the rows alongside the original. Resolve flagged values and keep useful instructions for the next document.
Approve the results and export to Excel or CSV, already arranged for your team’s next step.
THE EKSO DIFFERENCE
Your templates, your accumulated knowledge, and your inbox—connected to the same review process.
01 / CUSTOM TEMPLATES
Define the fields, instructions, and output order once. Import headers from an existing spreadsheet and share the right template with your team.
Explore templates02 / EXTRACTION MEMORY
Save instructions and reusable corrections. Manage vendor and layout guidance, share memory across linked templates, and stay in control of what gets reused.
Explore memory03 / EMAIL INTAKE
Forward supported attachments to Ekso. Your default template handles the format; a reply brings back the exports or a link to anything that needs review.
Explore email intakeDESIGNED FOR THE DETAILS
Less manual work should still leave you with a clear view of the source, the changes, and the finished result.
Trace extracted values back to the document. Inspect page evidence, review flagged cells, and make corrections before you export.
Use required fields, allowed-value lists, and total checks to catch missing or inconsistent data while it is still in review.
Add fixed values, reference lists, and statistical-weight tools to your templates. Keep the rules with the columns they belong to.
Follow uploads, extraction activity, and review status in a shared workspace, with organization templates and controlled team access.
Work with multi-page invoices, scanned documents, and images. Upload PDF, JPG, PNG, or WebP files up to 20 MB and follow their progress.
Export reviewed rows to Excel or CSV in your template’s column order. Keep previous exports available for later reference.
Yes. Ekso is designed around the document-to-spreadsheet work customs brokers and entry teams do every day: extracting invoice line items, part codes, descriptions, quantities, values, printed HS codes, and countries of origin into the columns your operation needs. Your team remains in control of review and filing decisions.
Yes. Create a template or import spreadsheet headers, then choose the columns, extraction instructions, required fields, and reference lists. You can also include columns reserved for your team to complete. The reviewed Excel and CSV exports follow that template.
Your team can save reusable extraction instructions and corrections, manage vendor and document-layout guidance, and link memory between templates with explicit column mappings. Guidance can be reviewed, paused, and revised. Saving memory is a controlled action; it does not silently treat every edit as a rule.
Yes. With email intake set up and a default template selected, supported attachments enter the same extraction workflow as dashboard uploads. Ekso replies with finished spreadsheet exports when the document passes the completion checks, or a review link when your attention is needed.
Upload PDF, JPG, PNG, or WebP files up to 20 MB; PDFs can have up to 80 pages. Ekso checks the file before processing. XLSX and CSV files are used only to import template headers and allowed-value lists. After review, download the extracted rows as an Excel workbook or CSV file.
LESS PAPERWORK BETWEEN YOU AND WHAT’S NEXT