The Scenario
Last working day of the quarter. Your bookkeeper needs all Q1 invoices from Rentman — invoice number, client name, net amount, VAT amount, and payment status — in the accounts workbook before 9 AM tomorrow for the quarterly close.
There are 140 invoices. The accountant is on a deadline. The workbook has headers and nothing else.
The bad version:
- Filter Rentman invoices to Q1, export the CSV
- Import into Excel, find the VAT column shows a percentage rather than the actual VAT amount
- Export a second report from a different Rentman view to get the tax figures, merge by invoice number
- The VLOOKUP on the merge breaks on 12 rows because the invoice number format differs slightly between the two exports
It's 7 PM and the merge has errors you don't understand yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Rentman and pulls the full Q1 invoice list — with the exact fields the bookkeeper needs — in one shot.
Get all Rentman invoices from January through March 2025 and write invoice number, contact name, net amount, VAT amount, and payment status into columns A through E starting at row 2
What You Get
- Column A: invoice number (Rentman's reference)
- Column B: client or contact name
- Column C: net amount as a numeric value
- Column D: VAT amount as a numeric value (not a percentage)
- Column E: payment status (paid, unpaid, partial)
- Filtered to Q1 only, sorted by invoice date ascending
What If the Data Is Not Quite Ready
You need invoice date for the accounts journal sequence
Fetch all Rentman invoices from Q1 2025 and write invoice number, contact name, invoice date, net amount, VAT amount, and payment status into columns A through F
Only unpaid invoices need to go to the bookkeeper for follow-up
Get all unpaid Rentman invoices from Q1 2025 and write invoice number, contact name, net amount, VAT amount, and days overdue into columns A through E
Contact names have inconsistent formatting — normalize to title case
Pull all Q1 2025 Rentman invoices, normalize contact names to title case, and write invoice number, normalized contact name, net amount, and payment status into columns A through D
Close kill chain: pull all Q1 invoices, flag unpaid invoices over 60 days, add totals row
Get all Rentman invoices from Q1 2025, write invoice number, contact name, net amount, VAT amount, and payment status into columns A through E, mark any unpaid invoice older than 60 days as OVERDUE in column F, then add a SUM row below the last invoice for columns C and D
The bookkeeper gets the file before the 9 AM start, no VLOOKUP debugging required.
Try It
Get the 7-day free trial of SheetXAI and open the quarterly accounts workbook — then ask it to pull the Rentman invoice data for the period. If your close also needs invoice line-item breakdown, the invoice line items spoke covers that next step.