The Scenario
A client's CPA called this morning with a specific request: she needs to know which months have complete bank statement documentation for all of the client's accounts before she starts the audit. Your client has four accounts connected via MX — two at one bank, one at a credit union, one at a brokerage. The CPA needs a statement index showing which months are available and a download link for each one.
You have the client's MX user GUID and member GUIDs in an Excel workbook. The statement index worksheets are blank.
The bad version:
- For each member GUID, call the MX list-statements endpoint and page through the results.
- Copy statement date, account name, and URI row by row into the workbook.
- After you've done all four accounts, manually add a column that flags whether each expected month (January through December) has a statement — because the CPA specifically asked to know what's missing, not just what's there.
Four accounts, up to 24 months of statements each, one missing-month flag column you're building by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It connects to MX Technologies, pulls all available statement metadata across the client's member connections, and writes the full index — including missing-month flags — in one pass.
Fetch all statements available for MX user USR-abc123 across all their members and write member name, statement month, and the PDF URI to columns A, B, and C.
What You Get
- One row per available statement.
- Column A: member or institution name.
- Column B: statement month (formatted as YYYY-MM).
- Column C: PDF download URI.
- All pages fetched automatically across all member connections.
What If the Data Is Not Quite Ready
The CPA needs to know which months from 2024 to 2025 are missing
Fetch all statements for MX user USR-abc123 across all members and write member name, account name, statement month, and URI to columns A through D — in column E flag any month from January 2024 to December 2025 that has no statement as "Missing documentation".
You need statements from a specific member only, not all connections
List all account statements for MX user USR-abc123 and member MBR-xyz789, then write statement date, account name, and download URI to this worksheet — sort by statement date descending.
You need the index organized by account rather than by date
Fetch all statements for MX user USR-abc123 across all members and write account name, member name, statement month, and URI to columns A through D — sort by account name first and then by statement month within each account, with the most recent statement first per account.
You want a complete audit-ready statement index with missing-month detection and a CPA coverage summary
Fetch all statements for MX user USR-abc123 across all members and write member name, account name, statement month, and URI to columns A through D — in column E flag any month from January 2024 to December 2025 that is missing — in a CPA Summary worksheet show each account, total months available, and list of missing months sorted by account name.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're preparing for a CPA audit, then ask it to pull all available statement metadata and flag any months with missing documentation. For verifying account ownership information alongside those statements, see the account ownership verification article.