The Scenario
It's the last working day of the month. Your accountant sends a message at 9 AM: they need all outstanding supplier invoices from Ascora in a workbook before the bank statement arrives this afternoon. Month-end reconciliation depends on it. You have three other things already open.
The bad version:
- Log into Ascora, navigate to Supplier Invoices, filter by status "Unpaid."
- Export whatever Ascora will give you — maybe a PDF, maybe a CSV with columns in the wrong order.
- Open it in Excel, rearrange the columns so invoice number, supplier, amount, and due date are where the accountant expects them.
- Realize the date format Ascora exported doesn't sort correctly, fix it manually, and send the file.
Reconciliation shouldn't require half a morning of file wrestling.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Ascora and fetches supplier invoices directly — filtered, formatted, and written into the worksheet you specify.
Pull all Ascora supplier invoices with status 'Unpaid' and paste invoice number, supplier, amount, and due date into the Excel 'AccountsPayable' sheet.
What You Get
- One row per unpaid Ascora supplier invoice, written into the AccountsPayable worksheet.
- Invoice number, supplier name, amount, and due date in separate columns.
- The data is live from Ascora — not a cached export from before last week's invoices were entered.
- Ready for bank statement cross-referencing without any reformatting.
What If the Data Is Not Quite Ready
You need all invoices, not just unpaid — including paid ones for audit completeness
Fetch all Ascora supplier invoices regardless of status. Write invoice number, supplier name, invoice date, due date, amount, and status into the 'AllInvoices' worksheet.
Due dates are formatted inconsistently and won't sort correctly in Excel
Fetch all Ascora supplier invoices with status 'Unpaid'. Write invoice number, supplier name, invoice date, due date, amount, and status into the 'AccountsPayable' worksheet. Convert all date columns to ISO 8601 format (YYYY-MM-DD) before writing.
You need a subtotal per supplier for the reconciliation report
Fetch all Ascora supplier invoices with status 'Unpaid'. Group by supplier name. For each supplier, write invoice number, invoice date, due date, and amount into the 'AccountsPayable' worksheet. After each group, add a subtotal row with the supplier name and total amount owed. Leave a blank row between groups.
Month-end crunch: pull unpaid invoices, flag overdue ones, match against expected invoices, surface gaps
Fetch all Ascora supplier invoices with status 'Unpaid'. Write invoice number, supplier name, due date, and amount into columns A through D of the 'AccountsPayable' worksheet. Flag any invoice where the due date is before today by writing 'Overdue' in column E. Then look up each invoice number in the 'Expected' worksheet — column A is invoice number. For any Ascora invoice not found in the Expected worksheet, write 'Not in expected list' in column F. Write 'OK' for all others.
Everything the accountant needs, assembled in one prompt before the bank statement arrives.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with an AccountsPayable worksheet, then ask SheetXAI to pull all unpaid Ascora supplier invoices into it. Related: export completed jobs for invoicing review and bulk add or update suppliers. Hub: Ascora integration overview.