The Scenario
You are a finance analyst at end of Q2. Your manager wants actual versus budget for the quarter in the Excel budget model before the leadership sync at nine AM tomorrow. Your Ramp actuals live in three monthly statements: April, May, June. The Budget tab already has the plan. The Actuals tab is blank.
The bad version:
- Download the April statement as CSV, open it in Excel, copy the transaction rows, paste into the Actuals worksheet.
- Discover the date format in the Ramp CSV does not match what the VLOOKUP in the model expects — reformat 300 rows.
- Repeat for May and June. Realize the department names in the Ramp export do not match the abbreviations in the budget model.
It is 11 PM and the sync is at 9 AM.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and pulls Ramp statement transaction data through its built-in integration, landing it in the Actuals worksheet formatted for the model.
List all available Ramp statements and import statement ID, period start, period end, and total amount into this workbook so I can pick the ones to download
Follow up with:
Fetch the Ramp statement for April 2025, parse its transactions, and paste them into the Actuals worksheet so I can compare against the Budget worksheet
What You Get
- Statement metadata lands in the workbook so you can identify the correct IDs before pulling detail.
- Transaction rows from the selected statement land in the Actuals worksheet with dates, merchant names, amounts, and department names.
- Date format matches what the model expects — no reformatting.
- You can run the same prompt for May and June to append those rows.
What If the Data Is Not Quite Ready
Three months need to be combined in one pull
Fetch Ramp statements for April, May, and June 2025, parse all transactions from each, and append them all to the Actuals worksheet in date order
Department names do not match abbreviations in the model
Fetch Ramp transactions from Q2 2025 and paste them to the Actuals worksheet, then add a Mapped Dept column that translates each full department name to the abbreviation in the DeptMap worksheet
You only need transactions above a threshold
Pull all Ramp transactions from Q2 2025 where amount is greater than $500 and paste them to the Actuals worksheet for the variance analysis
Kill chain: pull three months, map departments, and flag variances
Fetch Ramp transactions for April, May, and June 2025, paste to the Actuals worksheet with full department names mapped using the DeptMap worksheet, then add a Variance column comparing actual spend to the matching row in the Budget worksheet and flag any line where actual exceeds budget by more than 10% as Over Budget
The complete actuals-versus-budget preparation in one instruction.
Try It
Get the 7-day free trial of SheetXAI and open your quarterly budget workbook, then ask it to pull Ramp statement transactions into the Actuals worksheet ready for comparison. Related: bulk export all transactions for reconciliation, or export vendor spend totals for the board deck.