The Scenario
You are a finance analyst. The quarter just closed and you have 1,200 ProAbono gateway transactions to reconcile against your bank statements before the audit next week.
You need transaction ID, customer reference, amount, currency, status, and date in an Excel workbook. Your controller needs the workbook by Thursday morning. It is Monday.
The bad version:
- You open ProAbono's transaction history and realize you can only view 50 at a time
- You export a page, paste it into Excel, format the dates, go back, export the next page
- You repeat this 24 times to get 1,200 rows into the workbook
- You realize the amount column has mixed currency values sitting in the same column
- You spend Tuesday writing formulas to separate USD from EUR transactions
- The controller gets the reconciliation workbook on Thursday afternoon, not morning.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can pull ProAbono transaction history in one query, handling pagination automatically.
Open the SheetXAI sidebar and type:
List all ProAbono gateway transactions updated since 2025-01-01 and write transaction ID, customer reference, amount, currency, status, and date into the Transactions tab of this workbook. Sort by date ascending. Add a summary row at the bottom showing total amount per currency for transactions with status 'completed'.
SheetXAI calls ProAbono, pages through all 1,200 transactions, writes the data into the Transactions tab, and adds the currency summary. Your reconciliation base is ready before lunch on Monday.
What You Get
A complete transaction log for the quarter in the Transactions tab:
- 1,200 rows — transaction ID, customer reference, amount, currency, status, date
- Sorted by date ascending — so you can match against bank statement order
- Currency summary — total completed amount per currency at the bottom
Every transaction in ProAbono for the date range is included. You are not piecing together page exports.
Want to flag transactions that do not match your bank statement? Add a column with bank amounts and ask SheetXAI to compare and flag discrepancies. Same prompt, one more line.
What If the Data Is Not Quite Ready
Reconciliation data always has edge cases. SheetXAI handles them inline.
When you need to filter to a specific payment gateway
You have transactions across two gateways and the bank statement only covers one.
List all ProAbono gateway transactions from 2025-01-01 to 2025-03-31 for gateway 'stripe'. Write transaction ID, customer reference, amount, currency, status, and date into the Transactions tab.
When failed transactions should be on a separate tab
The finance team wants successful transactions for reconciliation and failed ones for a fraud review, in different tabs.
List all ProAbono gateway transactions since 2025-01-01. Write transactions with status 'completed' into the Reconciliation tab. Write transactions with status 'failed' or 'rejected' into the Failed tab. Include transaction ID, customer reference, amount, currency, and date in both.
When you need to group by customer for large accounts
Your controller wants to see total transaction volume per key customer, not just the individual rows.
List all ProAbono gateway transactions since 2025-01-01 with status 'completed'. Group by customer reference and calculate total transaction amount per customer. Write the grouped summary into the Summary tab with customer reference in column A and total amount in column B, sorted by total amount descending.
When the date range spans a currency rate change
You need to flag transactions that occurred before and after a rate change date for different FX treatment.
List all ProAbono gateway transactions since 2025-01-01. Add a "Rate Period" column: transactions before 2025-02-15 get "Pre-Rate-Change", transactions on or after that date get "Post-Rate-Change". Write everything into the Transactions tab and add a subtotal by rate period and currency at the bottom.
The pattern: instead of paging through a transaction history UI and copying rows into a workbook, you describe the date range and grouping you need and SheetXAI queries ProAbono directly.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull all ProAbono transactions for any date range. The ProAbono integration is included in every SheetXAI plan. For related workflows, see how to export unpaid invoices for AR follow-up in Excel or the ProAbono in Excel overview.