The Scenario
The annual audit is two weeks out. The request landed in your inbox yesterday: a complete list of invoiced revenue recognized through Better Proposals for the fiscal year — proposal title, client, amount, currency, and payment date — to reconcile against the bank deposit records.
You've never exported this before. You know the data is in Better Proposals. You're not sure if there's a "paid" filter in the export UI. You're also not sure if what Better Proposals calls "value" is what finance calls "recognized revenue." You need to find out fast and get the numbers into the workbook before end of week.
The bad version:
- Export everything from Better Proposals, filter the CSV to paid status only, discover the date column is in a format Excel won't recognize as a date without manual correction
- Cross-reference 78 rows against the bank statement, realize three rows have values in GBP and your reconciliation template assumes USD, stop to convert them manually
- Send the workbook to your controller, get it back with a question about a proposal that shows as paid but has a different value than what deposited — realize the proposal was amended post-signature and Better Proposals shows the original value, not the final paid amount
This is the kind of audit task where one wrong number in row 47 costs two hours of back-and-forth.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Better Proposals and pulls exactly the data you specify — filtered, formatted, and written directly into your workbook.
Pull all Better Proposals with paid status and populate my Excel table with proposal ID, title, company, value, currency, and creation date for revenue reconciliation
What You Get
- One row per paid proposal
- Columns: proposal title, company name, deal value, currency code, paid date
- Only proposals with "paid" status are included — sent, opened, signed proposals are excluded
- Paid date is written in ISO format (YYYY-MM-DD) so it parses correctly as a date in Excel
What If the Data Is Not Quite Ready
I need a fiscal-year filter — only proposals paid between Jan 1 and Dec 31 2025
Pull all Better Proposals with paid status into my Excel table, filter to proposals where paid date is between 2025-01-01 and 2025-12-31, and write proposal title, company, deal value, currency, and paid date
The values are in mixed currencies and I need everything converted to USD
Pull all paid Better Proposals into my Excel table with columns: title, company, value, currency, and paid date in columns A–E — for rows where currency is GBP, multiply value by 1.27 and write the USD equivalent to column F; for rows where currency is EUR, multiply by 1.08; for USD rows write the original value to column F
I need to flag proposals where the paid amount doesn't match a reference column
Pull all paid Better Proposals into my Excel table with columns: title, company, value, currency, and paid date in columns A–E — then compare column C (paid value) against column G (my expected value column) and write "Match" or "Discrepancy" to column H for each row
Full reconciliation pull — filter, convert, flag discrepancies, summarize — one prompt
Pull all paid Better Proposals from 2025 into my Excel table with columns: title, company, value, currency, and paid date in columns A–E — convert all non-USD values to USD in column F using GBP×1.27 and EUR×1.08 — compare column F against column H (expected USD deposit) and write "Match" or "Review" to column I — then write total recognized USD revenue in cell K1 and count of rows flagged for review in cell K2
One prompt from raw export to reconciliation summary.
Try It
Open an Excel workbook and get the 7-day free trial of SheetXAI. Pull all paid proposals for the year, flag any that need review, and get to reconciliation in minutes. See the win-rate analysis spoke or the Better Proposals hub for more.