The Scenario
Your external auditor is on-site next week. They've asked for six months of settlement records — every disbursement Paystack made to your business bank account from November through April — in an Excel format their audit tool can import. Your finance manager handled this last year but she's on leave.
You've never pulled settlements from Paystack before.
The bad version:
- You find the Settlements section in the Paystack dashboard and click Export. The file downloads as a CSV with timestamps in a format Excel misreads as text, amounts in kobo, and column names that don't match what the auditor's template calls for.
- You open the CSV in Excel. The timestamp columns are being read as long integers. You write a TEXT formula to convert them. It works for some rows and not others depending on whether the value has milliseconds.
- The export only covers 90 days at a time, so you need two exports. You stack them and remove the header row from the second file, then check the boundary rows for duplicates.
The auditor arrives Tuesday. It's Friday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your request and pulls your Paystack settlement history through the API, writing each settlement into the Finance sheet with the right columns and readable dates — no CSV, no formula patches.
Fetch my Paystack settlement history and populate my Excel 'Finance' sheet with settlement ID, settlement date, amount settled, and bank account columns.
What You Get
- Settlement ID column: Paystack's internal settlement identifier
- Settlement date in a format Excel recognizes as a date
- Amount settled as a numeric value in the settlement currency
- Bank account the disbursement was made to
- One row per settlement — ready for the auditor's import template
What If the Data Is Not Quite Ready
The auditor needs amounts in naira, not kobo
Fetch my Paystack settlement history from November 2024 to April 2025 and populate the 'Finance' sheet with settlement ID in column A, date in B, amount converted from kobo to naira in C, and bank account in D.
The auditor's template requires DD/MM/YYYY date format
Fetch Paystack settlements from November 1 2024 to April 30 2025 and populate the 'Finance' sheet with settlement ID in A, date formatted as DD/MM/YYYY in B, amount in naira in C, and bank account in D.
You need a status column included for the auditor
Fetch Paystack settlements from November 2024 to April 2025 and populate the 'Finance' sheet with settlement ID in A, date as DD/MM/YYYY in B, amount in naira in C, bank account in D, and settlement status in E.
Filter by date, format dates, convert amounts, and add status in one shot
Fetch Paystack settlements from November 1 2024 to April 30 2025, write each to the 'Finance' sheet with settlement ID in A, date as DD/MM/YYYY in B, amount converted from kobo to naira in C, bank account in D, and status in E — sort by date ascending.
One prompt gives the auditor an import-ready file — and you go into the weekend without a spreadsheet crisis.
Try It
Open the Excel workbook where your finance team handles audit reporting, then Get the 7-day free trial of SheetXAI and ask it to pull your Paystack settlement history directly. For related workflows, see how to export the full balance ledger for cash-flow modeling, or pull transaction-level data for reconciliation.