The Scenario
Your accountant has been asking for the expense breakdown for three weeks. All the supplier bills are in Elorus. What you don't have is a clean Excel workbook organised by supplier and month — which is exactly what the profit-and-loss review requires. The P&L meeting is in four days.
The bad version:
- Log into Elorus, open the Bills section, set the date filter to the current year, click Export.
- Go through the CSV import wizard in Excel — set the delimiter, fix the date format, handle the encoding — and discover the supplier name and the bill number landed in the same column because of how Elorus formatted the export.
- Spend an hour splitting columns, renaming headers, and building a pivot table by supplier and month — then get a question from your accountant about whether the amounts include or exclude tax, and realise you're not sure because the export column label wasn't clear.
The P&L review is a standing meeting. Every month this takes longer than it should.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Elorus, fetches your expense bills with the exact fields you specify, and writes them into your workbook ready for analysis.
Fetch all bills from Elorus and write each bill's supplier name, date, total amount, currency, and status into the "Bills" worksheet starting at row 2
What You Get
- One row per Elorus bill in the "Bills" worksheet, with supplier name, date, total amount, currency, and payment status in clearly labelled separate columns.
- Amounts as clean numerics — no currency symbols or tax labels embedded in the cell — so Excel pivot tables and SUM formulas work without cleanup.
- Paid and unpaid bills both present, each with their status labelled, so your accountant can filter immediately.
- Column headers written automatically in row 1 if the worksheet was empty.
What If the Data Is Not Quite Ready
You only want bills from this financial year
Your Elorus account has multiple years of bills. You need only the current year for the P&L.
Fetch all Elorus bills dated between 2026-01-01 and 2026-12-31 and write supplier name, date, total amount, currency, and status into the "Bills" worksheet
You want paid and unpaid bills on separate worksheets
Your accountant needs paid expenses in one place and outstanding ones in another.
Fetch all Elorus bills, write paid bills into the "Paid Expenses" worksheet with supplier, date, and total, and write unpaid bills into the "Outstanding Expenses" worksheet with supplier, due date, amount due, and currency
You want a supplier summary alongside the full list
The P&L meeting needs a per-supplier total as well as the line-by-line breakdown.
Fetch all Elorus bills for this year, write one row per bill into the "Bills" worksheet with supplier (A), date (B), pre-tax amount (C), tax (D), total (E), currency (F), and status (G) — then write a summary into the "By Supplier" worksheet with one row per supplier showing count of bills, total pre-tax, total tax, and total amount
Pull all bills, separate by status, write supplier totals, all in one prompt
Fetch all Elorus bills for this financial year, write each bill's supplier, date, pre-tax amount, tax amount, total, currency, and status into the "All Bills" worksheet — write paid bills only into the "Paid" worksheet with a total row at the bottom — write unpaid bills into the "Outstanding" worksheet sorted by due date ascending
When the expense data arrives pre-organised, your accountant can get to analysis instead of formatting.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook where you want your expense data to land, then ask it to pull your Elorus bills with whatever column structure your accountant needs. You can also look at exporting all invoices for a full revenue view or the hub overview for connecting Elorus to Excel.