The Scenario
Month-end close is tomorrow. The bookkeeper needs every RepairShopr payment from the past 30 days in an Excel workbook — amount, method, customer name, linked invoice — to reconcile against the bank statement that's already in the workbook. The bank shows 90 line items. RepairShopr holds the matching payment records. The bookkeeper has been at this job for two months and has never exported payment data from RepairShopr before.
The bad version:
- Open RepairShopr. Navigate to Payments. Set the date filter. Export to CSV. Open in Excel.
- Find that customer name exported as a customer ID and invoice number exported as an internal ID — neither of which appears on the bank statement.
- Look up each customer name manually. Look up each invoice number. Do this for 90 payments.
Close doesn't happen tomorrow if the data prep runs until midnight.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the reconciliation context, and through its built-in RepairShopr integration it can pull all payments from the past 30 days with resolved names and invoice numbers — ready to match against the bank without further lookup.
Fetch all RepairShopr payments from the last 30 days and write payment amount, method, customer name, and linked invoice number into columns A through D
What You Get
- Column A: payment amount (numeric)
- Column B: payment method (cash, credit, check, etc.)
- Column C: customer name (resolved, not an ID)
- Column D: linked invoice number (resolved)
- Payments not linked to an invoice have the field left blank — a meaningful blank, not a zero
What If the Data Is Not Quite Ready
You need customer email alongside amount for cross-referencing the CRM
Export all RepairShopr payment records and list customer email, amount paid, payment date, and payment method in this Excel sheet sorted by date
You only want cash payments for the daily drawer reconciliation
Fetch all RepairShopr payments from the last 30 days where payment method is "Cash" and write customer name, amount, and payment date into columns A through C
Some payments are split across methods and you need one row per transaction
Pull all RepairShopr payments from the past 30 days and write one row per payment transaction including amount, method, customer name, date, and linked invoice number — do not aggregate split payments
Full reconciliation setup: pull payments, sort by date, flag unlinked
Fetch all RepairShopr payments from the last 30 days and write payment date, amount, method, customer name, and linked invoice number into columns A through E sorted by column A ascending; put "NO INVOICE" in column F for any row where column E is empty
The pattern: one prompt gives you a date-sorted, flagged reconciliation workbook that would otherwise require four export-and-cleanup steps.
Try It
Open your month-end Excel reconciliation workbook and get the 7-day free trial of SheetXAI — ask it to pull last month's RepairShopr payments, sort by date, and flag any unlinked to an invoice so close can happen on schedule. For related work, see how to export unpaid invoices for collections or the RepairShopr integration overview.