The Scenario
Every weekday morning, the CFO of a crypto-native SaaS company asks the same question in Teams: "What are our wallet balances?" The treasury analyst — that's you — has 15+ Plisio wallets across supported cryptocurrencies, and answering that question means opening Plisio, reading balances off the dashboard, and typing them into a message. Or, if you're feeling organized, into an Excel workbook before pasting into Teams.
The handoff is actually more involved: the CFO wants balances in USD equivalent, not just raw crypto. So you also need to look up exchange rates and do the math before you send anything.
The bad version:
- Open Plisio. Navigate to the balance view. Note the balance for each coin.
- Open a browser tab per coin to get the exchange rate, or use a mental approximation and hope it's close enough.
- Open the workbook. Type in 15+ rows of data. Calculate the USD equivalent per row. Format it so it looks like a report.
By the time you finish, it's 9:20 AM and the CFO's sync already started.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Plisio, reads the balance for every supported coin, converts to USD, and writes a complete balance report into the workbook — ready to screenshot and send.
Get the current Plisio balance for BTC, ETH, LTC, and all other supported coins and import them into a new Excel sheet called 'Wallet Balances' sorted by USD value descending.
What You Get
- A new 'Wallet Balances' worksheet with one row per Plisio-supported cryptocurrency, sorted by USD value from largest to smallest.
- Columns for coin name, symbol, available balance (in native crypto), and USD equivalent at today's Plisio rate.
- Any coin with a zero balance is still included so the CFO sees the full picture rather than a filtered subset.
- The report reflects balances at the moment you run the prompt — no stale export, no manual rate lookups.
What If the Data Is Not Quite Ready
You want to update an existing worksheet rather than create a new one
Fetch the Plisio account balance for each cryptocurrency listed in column A of my 'Treasury' worksheet and write the available balance and USD equivalent into columns B and C.
You want to compare today's balances against yesterday's snapshot
Fetch current Plisio balances for all supported coins, write them into 'Treasury' columns B and C, then compare each balance against the values in 'Yesterday's Balances' and write the change (in USD) into column D — positive for increase, negative for decrease.
The CFO wants a one-line total at the top, not just raw rows
Fetch all Plisio balances, write the per-coin breakdown into rows starting at row 3, put the total portfolio USD value in cell B1, and put today's date in cell A1 so the workbook reads as a dated snapshot.
Full kill-chain: pull balances, convert to USD, flag coins below threshold, summarize, timestamp
Fetch all Plisio wallet balances, convert each to USD using current rates, flag any coin with a USD equivalent below $500 in orange, write the full breakdown into 'Treasury' starting at row 2, put the total portfolio value in B1, and stamp today's date and time in A1 so the CFO can tell exactly when it was last refreshed.
Balance snapshot, threshold flagging, and portfolio total in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your treasury workbook before the next morning standup, then ask it to pull every Plisio wallet balance and convert them all to USD in one shot. You can also read how to pull your full transaction history for reconciliation or go back to the Plisio + Excel overview.