The Scenario
You are a finance analyst at a mid-size retailer. It is the third business day of the month and your ERP team is waiting on last month's Braintree settlement report to close the books. They need transaction IDs, amounts, settlement dates, and status — one row per transaction — in an Excel workbook, matched against the ERP's expected format.
The slow version:
- Log into the Braintree control panel
- Run the settlement report for last month
- Export the CSV and open it in Excel
- Rename columns to match ERP header names
- Delete the columns the ERP does not need
- Fix date formats because Braintree's export uses a different format
- Spend an hour before the ERP team can even start the match.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that queries the Braintree settlement report via PayPal and writes the data into your workbook, formatted the way your ERP team expects.
Open the SheetXAI sidebar and type:
Fetch a Braintree transaction report for the date range in cells B1:B2 of my Excel sheet and populate the Report sheet with transaction ID, amount, and outcome columns.
Or for a fixed date range:
Query the Braintree settlement report for last month via PayPal and write each transaction row — ID, amount, settlement date, status — into the Braintree Settlement sheet.
SheetXAI calls PayPal's Braintree reporting endpoint, fetches the settlement data, and writes it into the Report tab with the column structure you specified.
What You Get
A settlement report workbook ready for the ERP team:
- Transaction ID — the Braintree transaction reference
- Amount — the settled amount
- Settlement date — when the transaction settled
- Status — SETTLED, SETTLEMENT_DECLINED, or the relevant status
The ERP team can start the match immediately. No column renaming, no date reformatting, no CSV wrangling.
If your ERP expects specific column names or a specific order, specify that in the prompt.
What If the Data Is Not Quite Ready
Settlement reports always need shaping for ERP matching. SheetXAI handles it inline.
When you need to split settled and failed transactions into separate tabs
The ERP processes SETTLED and SETTLEMENT_DECLINED transactions differently.
Query the Braintree settlement report for last month. Write all SETTLED transactions to the Settled tab with transaction ID, amount, and settlement date. Write all SETTLEMENT_DECLINED transactions to the Failed tab with transaction ID, amount, and decline reason.
When the ERP needs a running total column
The accounts team reconciles against a running total, not just a list.
Query the Braintree settlement report for last month and write transaction ID, amount, settlement date, and status into the Settlement tab sorted by settlement date ascending. Add a Running Total column that cumulates the amount for SETTLED transactions only.
When you need to match against last month's ERP export
You already have last month's ERP data in the ERP Transactions tab. You want to know which Braintree transactions have a match and which do not.
Query the Braintree settlement report for last month. Write transaction ID, amount, settlement date, and status into the Braintree Settlement tab. Then look up each transaction ID in the Transaction Reference column of the ERP Transactions tab. Write "MATCHED" or "UNMATCHED" into a Reconciliation column. List unmatched rows at the bottom.
When the CFO wants a monthly trend view across the last 6 months
For a board pack, the CFO wants six separate sheets — one per month — showing the Braintree settlement for each month.
Query the Braintree settlement report for each of the last 6 months separately. Create one tab per month named by the month (e.g., "Nov 2025", "Dec 2025"). Write transaction ID, amount, settlement date, and status into each tab. Add a summary tab showing total settled amount per month across all six.
The pattern: the Braintree query, the column shaping, and the ERP match all happen in one prompt.
Try It
Get the 7-day free trial of SheetXAI and connect your PayPal account, then ask it to pull your Braintree settlement report for any date range. The PayPal integration is included in every SheetXAI plan. See also how to build a full PayPal payment history workbook or the PayPal in Excel overview.