The Scenario
Quarter-end. The CFO wants to know what the company spent on third-party equipment rentals over the past three months — total, by supplier, broken down by project. The subrental records live in Rentman. Nobody has ever pulled them into a workbook for this kind of analysis.
The bad version:
- Find the subrental export in Rentman's reporting module
- Get a CSV that lists subrental IDs but not supplier names — those live in the contacts module
- Merge the two exports by supplier ID in Excel, discover the date column format in the subrental export doesn't match the contacts export and the lookup fails on dates
An hour later you have a workbook with wrong subtotals and a VLOOKUP you can't debug.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It connects to Rentman and pulls subrental records — with supplier names resolved — for whatever date range you specify.
List all Rentman subrentals from the last 3 months and write supplier name, equipment description, rental period, and total cost into columns A through D starting at row 2
What You Get
- Column A: supplier name (resolved from the linked contact, not the ID)
- Column B: equipment description as entered in the subrental record
- Column C: rental period (formatted date range)
- Column D: total cost as a numeric value
- Filtered to the past 90 days
- One row per subrental record
What If the Data Is Not Quite Ready
You need the linked project name to break spend down by event
Pull all Rentman subrentals from the last 3 months and write supplier name, equipment description, linked project name, and total cost into columns A through D
Some subrentals don't have a project linked — flag those for review
Fetch all Rentman subrentals from the past 3 months, write supplier name, equipment description, project name, and total cost into columns A through D, and put NO PROJECT in column C for any record without a linked project
You need a per-supplier subtotal for the CFO summary
Get all Rentman subrentals from the last quarter, write the full detail into Sheet1 columns A through D, then in Sheet2 create a supplier summary with supplier name and total spend — sorted by spend descending
Full supplier cost kill chain: fetch subrentals, group by supplier and project, flag top spenders
Pull all Rentman subrentals from the last 3 months, write supplier name, project name, and total cost into columns A through C, sum costs per supplier in Sheet2 with supplier names in column A and totals in column B, flag any supplier with total spend over 10000 as KEY SUPPLIER in column C, sort by total spend descending
The CFO gets the supplier breakdown without a two-hour data wrangling session.
Try It
Get the 7-day free trial of SheetXAI and open the supplier spend workbook — then ask it to pull the Rentman subrental records for the quarter. If you're analyzing project costs alongside subrental spend, the project costs spoke covers pulling those in the same session.