The Scenario
You are a treasury manager. Tomorrow your company runs a large vendor payout batch through RazorpayX. Before the batch goes out, you need to audit all 200 fund accounts — bank accounts, UPI IDs, and wallets — for inactive entries and duplicates.
Last time a batch ran without this check, one payout went to a closed bank account. The reversal took two weeks and your CFO noticed.
The slow version:
- Log into the RazorpayX dashboard, navigate to Payouts → Fund Accounts
- Scroll through 200 records across multiple pages
- Copy relevant fields into a workbook manually
- Write an IF formula to flag inactive accounts
- Write another formula to flag duplicate IFSC + account number combinations
- Realize the dashboard doesn't let you filter for both conditions at once.
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 all RazorpayX fund accounts and run the duplicate and inactive check for you.
Open the SheetXAI sidebar and type:
List all fund accounts in RazorpayX. Import contact ID, account type, account details (IFSC and account number for bank accounts, UPI ID for UPI accounts), and active status into this workbook. Flag any fund account with status inactive as "Inactive" in column E. Flag any fund account that shares the same IFSC and account number with another row as "Duplicate" in column E. Leave column E blank for valid active accounts.
SheetXAI pulls all 200 fund accounts, writes the data into the workbook, and evaluates both conditions per row.
What You Get
A pre-payout audit workbook with every fund account evaluated:
- Contact ID, account type, IFSC/account number or UPI ID, active status — one row per fund account
- Column E — "Inactive," "Duplicate," or blank for clean accounts
- All 200 accounts — no dashboard pagination
You can share the workbook before the batch runs. Every flagged row needs resolution before payout.
What If the Data Is Not Quite Ready
When you need contact names alongside contact IDs
After importing all RazorpayX fund accounts, for each contact ID in column A, look up the contact name and write it to column B. Then evaluate inactive and duplicate flags.
When duplicate detection should cover UPI IDs as well
Flag fund accounts that share the same UPI ID as "Duplicate (UPI)" in column E. Flag those with the same IFSC and account number as "Duplicate (Bank)." Flag inactive accounts as "Inactive."
When you want the audit grouped by account type
Import all RazorpayX fund accounts. Sort so bank account rows appear first, then UPI, then wallet. Within each group, sort inactive accounts to the top. Add inactive and duplicate flags in column E.
When you want the full pre-payout audit — pull, flag, look up contact names, and write a clearance summary
Import all RazorpayX fund accounts. For each contact ID in column A, look up the contact name and write to column B. Flag inactive accounts as "Inactive" and duplicate IFSC+account combinations as "Duplicate" in column E. Write a pre-payout summary starting in cell H1: total fund accounts, total inactive, total duplicates, and total clear accounts.
The pattern: the data pull, the flag logic, the contact lookup, and the summary all happen in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull your RazorpayX fund accounts and run the audit. The Razorpay integration is included in every SheetXAI plan. For related workflows, see how to bulk-create RazorpayX payout contacts in Excel or the Razorpay in Excel overview.