The Scenario
It is the last business day of the quarter and you are the controller. The books are not closed. You need every Ramp transaction from January through March — merchant, amount, currency, cardholder, department, GL code — in the reconciliation workbook before the CFO's close call at four o'clock.
The bad version:
- Log into Ramp, set the date filter to Q1, wait for the export to generate, download the CSV.
- Open the CSV in Excel, discover the column headers do not match the reconciliation template — spend twenty minutes renaming and reformatting across three worksheets.
- Paste into the Actuals sheet and realize amounts are in cents, so now you write a formula across 900 rows to divide by 100.
The CFO's call is in two hours and you are still cleaning data.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook, connects to Ramp through its built-in integration, and writes data back directly — no CSV, no reformatting.
Fetch all Ramp transactions from January through March 2025 and import merchant name, amount, currency, cardholder, department, and GL code into this workbook starting at A2
What You Get
- Transactions land in rows starting at A2 with column headers already labeled.
- Amounts arrive as decimals in the correct currency — no cents conversion needed.
- Missing GL codes appear as blanks so a conditional format or COUNTBLANK can flag them.
- Row count appears in a status note so you know the import total.
What If the Data Is Not Quite Ready
The date range spans multiple Ramp billing periods
Fetch all Ramp transactions from January through March 2025, paginating across all billing periods, and import merchant name, amount, cardholder, department, and GL code starting at A2
Amounts need to be grouped by department with subtotals
Pull all Ramp transactions from Q1 2025, group them by department in this workbook, and add a subtotal row for each department showing total spend
Some transactions have no GL code and need to be flagged
Fetch all Ramp transactions from Q1, import them starting at A2, and add a column F labeled Needs Review that says Yes for any row where the GL code is blank
Kill chain: clean, categorize, and reconcile in one shot
Fetch all Ramp transactions from January through March 2025, import them to this workbook, add a Days Since Transaction column from today, flag rows with no GL code in column H as Missing Code, and add a subtotal row per department — then mark cell A1 with the total record count
One instruction covers import, labeling, flagging, and grouping simultaneously.
Try It
Get the 7-day free trial of SheetXAI and open the reconciliation workbook you use every quarter — then ask it to pull all Ramp transactions for the period and write them in, labeled and formatted. For related reads, see how to export open reimbursements or audit all company cards.