The Scenario
It's the last day of the month and your billing coordinator just messaged: "Can you check which of the 60 open Plisio invoices from this cycle got paid?" The invoice IDs are in an Excel workbook. The statuses are in Plisio. Nobody built a bridge between them.
The bad version:
- Open Plisio's invoice list. Set a filter. Start scanning.
- Manually cross-reference each ID from the workbook against what's showing in the dashboard.
- Update the status column in the workbook for each one — paid, pending, expired — one row at a time.
Sixty rows. Three status options. Five seconds each minimum. That's five minutes if you're fast and don't misread a single ID. In practice it's closer to 20, and someone always sends a follow-up question halfway through.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your invoice IDs, calls Plisio for each one, and writes the results back — status and paid amount — without you switching windows once.
Look up each invoice ID in my Excel sheet using Plisio, then add a 'Status' column and color-code each row — green for paid, yellow for pending, red for expired.
What You Get
- A 'Status' column filled with the current Plisio status for each invoice — paid, pending, expired, or cancelled.
- Row color-coding applied automatically — green for paid, yellow for pending, red for expired — so the billing coordinator can scan the workbook at a glance.
- Any invoice ID that Plisio can't find is marked in a separate column rather than silently skipped.
- The whole operation runs in one pass — no window switching, no manual status hunting.
What If the Data Is Not Quite Ready
You want status and paid amount plus the coin that was used for payment
For every invoice ID in column A of my 'Open Invoices' worksheet, fetch the status, the paid amount, and the cryptocurrency used for payment from Plisio, then write them into columns B, C, and D respectively.
You need aging data for the pending invoices
Look up each invoice ID in column A using Plisio, write the status into column B, then for any pending invoice calculate how many days it has been open based on the creation date in column C and write the aging in column D.
Invoice IDs span two worksheets — one for this month, one for last month
Fetch the Plisio status for every invoice ID in column A of both 'October Invoices' and 'November Invoices', writing the status back into column B on whichever worksheet the ID came from.
Full kill-chain: look up statuses, age pending invoices, flag overdue, summarize
Fetch the status for every invoice ID in 'Open Invoices', write the status and paid amount into columns B and C, calculate how many days each pending invoice has been open based on column D, flag any pending invoice older than 14 days in red, and write a summary below the data: total paid, total pending, total expired.
One prompt to go from a list of IDs to a fully annotated, aged, and summarized invoice status report.
Try It
Get the 7-day free trial of SheetXAI and open your invoice tracking workbook at month-end, then ask it to fetch the current Plisio status for every ID and color-code the results automatically. You can also read how to import your full transaction history for reconciliation or go back to the Plisio + Excel overview.