The Scenario
Quarter end was last week. Your bookkeeper needs to reconcile every payment received in Q1 against the bank deposits. The payment records are in JobNimbus. The bank statement is a PDF she has already transcribed into column A of an Excel workbook. She needs the JobNimbus side of the comparison.
The bad version:
- Log into JobNimbus. Navigate to payments. Filter by date range. Click the first payment record. Copy the invoice reference, amount, date, and method. Paste into the workbook.
- Repeat for each of the 90 payments received in Q1.
- At payment 60 she notices the date format in JobNimbus is MM/DD/YYYY but the bank statement uses YYYY-MM-DD. She stops and goes back to reformat every row she has already entered.
She is supposed to be doing reconciliation, not data transcription.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls every payment from JobNimbus and writes them into the workbook — formatted and ready to compare.
Pull all payments from JobNimbus and paste them into my Excel sheet with the invoice reference, amount paid, date, and method so I can match them against my bank statement.
What You Get
- Every payment from JobNimbus written into the workbook — one row per payment record.
- Invoice reference, amount paid, date, and method across four columns.
- No partial export limited by scroll position. All records in one pass.
- Data ready to sort by date, filter by method, or join against the bank statement in the adjacent column.
What If the Data Is Not Quite Ready
You only want payments from Q1, not the full history
The full payment history going back years would overwhelm the reconciliation workbook.
Pull all JobNimbus payments where the payment date is between 2026-01-01 and 2026-03-31. Write the invoice reference, payment amount, payment date, and payment method into my Excel Q1 workbook.
Payment dates come back in a different format than the bank statement uses
Your bank statement dates are in YYYY-MM-DD. JobNimbus returns dates in a different format and the mismatch breaks the comparison formulas.
Pull all Q1 JobNimbus payments and write invoice reference in column A, amount in column B, payment date reformatted as YYYY-MM-DD in column C, and method in column D of my Excel reconciliation workbook.
You need to match payments against invoice records to get the customer name
The payment export only has invoice IDs, not customer names. For the reconciliation report, your controller wants customer name alongside each payment.
Pull all Q1 JobNimbus payments and write invoice reference in column A, amount in column B, date in column C, and method in column D. For each invoice reference, look up the related JobNimbus invoice and write the customer name into column E.
You need the full reconciliation comparison built in one pass
Your bank statement is already in column G (date) and column H (amount). You want the JobNimbus side pulled and a match/mismatch flag added without doing the join manually.
Pull all Q1 JobNimbus payments and write them into columns A through D of my Excel reconciliation workbook. Then, for each row, check whether the amount in column B matches any amount in column H within plus or minus 0.01. Write Matched or Unmatched into column E, and if matched, write the corresponding bank date from column G into column F.
The payment pull and the reconciliation comparison in a single prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel reconciliation workbook your bookkeeper uses each quarter, then ask it to pull all Q1 JobNimbus payments directly into the workbook — formatted the way the bank comparison needs them. See also how to export open invoices for collections follow-up or the JobNimbus overview for Excel.