The Scenario
You were hired to build the financial model for this fintech startup's Series A deck. The first thing you asked for was trailing cash-flow data. The CTO told you it's all in Paystack — every pay-in and pay-out, every settlement and fee, in the balance ledger. Getting it into your Excel model is your job.
That was two weeks ago. You've been modeling with placeholder numbers.
The bad version:
- You log into Paystack and navigate to the balance section. There's no obvious ledger export for Excel. You ask the engineering team to help.
- They send you a script that writes a JSON file. You open the JSON in Excel using Power Query, which is fine until you realize the timestamp fields are Unix epoch values that Power Query is converting to wrong dates.
- You fix the date transformation, but the amount fields are in kobo and the type field uses Paystack's internal codes like "SETTLEMENT_REVERSAL" rather than human-readable labels. You spend another hour writing Power Query transform steps before the data is usable.
You're still modeling with placeholder numbers. The deck is due in three weeks.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your request and pulls the full Paystack balance ledger through the API, writing each entry into your Cash Flow sheet with readable dates, plain-English types, and amounts in the format your model expects — no Power Query, no JSON, no engineering dependency.
Pull my entire Paystack balance ledger history and populate my Excel 'Cash Flow' sheet with date, transaction type, amount, currency, and description columns.
What You Get
- Date column: entry date as an Excel-recognized date value
- Transaction Type column: readable label (settlement, refund, fee, reversal, etc.)
- Amount column: numeric value in the ledger's currency unit
- Currency column: NGN, USD, GHS, etc.
- Description column: the narrative field from the ledger entry
- One row per ledger entry — the raw layer your cash-flow model builds on
What If the Data Is Not Quite Ready
You need amounts in naira, not kobo
Pull the Paystack balance ledger and populate the 'Cash Flow' sheet with date in A, transaction type in B, amount converted from kobo to naira in C, currency in D, and description in E.
You want pay-ins and pay-outs in separate columns for the model's structure
Pull the Paystack balance ledger and populate the 'Cash Flow' sheet with date in A, transaction type in B, pay-in amount in naira in C (blank for outflows), pay-out amount in naira in D (blank for inflows), currency in E, and description in F.
You need to filter to a specific time window
Pull Paystack balance ledger entries from November 1 2024 to April 30 2025 and populate the 'Cash Flow' sheet with date in A, transaction type in B, amount in naira in C, currency in D, and description in E — sort by date ascending.
Filter by date, convert to naira, split pay-in and pay-out, and sort in one shot
Pull Paystack balance ledger entries from November 2024 to April 2025, write each to the 'Cash Flow' sheet with date in A, transaction type in B, pay-in amount in naira in C, pay-out amount in naira in D, currency in E, description in F — sort by date ascending so the model starts at the oldest entry.
One prompt, a full ledger in your model's structure — and you stop building on placeholder assumptions.
Try It
Open the Excel workbook where your cash-flow model lives, then Get the 7-day free trial of SheetXAI and ask it to pull your Paystack balance ledger directly. For related workflows, see how to export your settlement history for financial statements, or how to pull the full transaction history for reconciliation.