The Scenario
The new bookkeeper started Monday. By Tuesday she had a stack of 90 expense vouchers to code and no reference material. The previous bookkeeper had the Datev account logic memorized. What exists in sevdesk is a guidance endpoint with account numbers, tax rules, and allowed receipt types — but nobody had ever pulled it into a format a new hire could use as a lookup.
The bad version:
- Find the sevdesk API documentation. Locate the receipt guidance endpoint. Run the request in an API client. Get back a large JSON object with nested arrays.
- Copy the JSON into Excel. The nested structure pastes as a single cell with raw text. Spend 45 minutes trying to flatten it into rows using Power Query.
- Eventually produce a partial table. The columns aren't labeled in a way that makes sense for daily use. The new bookkeeper tries to use it and can't tell which column is the tax rule and which is the receipt type.
Onboarding a new team member should not require a data engineering project. The guidance data exists in sevdesk. It should take one prompt to put it in a usable format.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads the workbook and pulls structured guidance data from sevdesk directly.
Pull sevdesk revenue account guidance into my Tax Reference Excel sheet — one row per account with columns for account number, compatible tax rules, and allowed receipt types
What You Get
- Every sevdesk revenue account written into the workbook — one row per account.
- Columns: account number, account name, compatible tax rules, allowed receipt types — labeled plainly.
- A lookup table the bookkeeper can use immediately for coding decisions.
- No JSON, no Power Query, no manual reformatting.
What If the Data Is Not Quite Ready
You also need expense account guidance in a separate worksheet
Fetch sevdesk receipt guidance for all expense accounts and write account number, account name, allowed tax rules, and receipt types into my Expense Coding worksheet — one row per account
The table should be sorted by account number for easier scanning
Pull sevdesk revenue account guidance into my Tax Reference worksheet — one row per account with columns for account number, account name, compatible tax rules, and allowed receipt types — sort rows by account number ascending
You want a combined reference with both expense and revenue accounts, with a Type column
Fetch both expense and revenue account guidance from sevdesk — write account number, account name, allowed tax rules, receipt types, and account type (Expense or Revenue) into my Tax Reference worksheet as a unified lookup table — sort by account number
Full onboarding reference package: full table plus quick-reference for daily use
Fetch sevdesk receipt guidance for all expense accounts and write account number, account name, allowed tax rules, and receipt types into my Account Coding worksheet — then in a second worksheet called Quick Reference, write only the 10 most commonly used expense accounts (4200, 4300, 4400, 4920, 4940, 4980, 4990, 6300, 6800, 6805) with their names and applicable tax rules as a fast-access table
The quick-reference worksheet handles 80% of the coding decisions in a format the new bookkeeper can scan in seconds. The full table is there for edge cases.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your accounting reference materials live, then ask it to pull sevdesk's full account coding guidance into a lookup table your team can use immediately. With the reference in place, you can book batch payments more confidently, or export bank transactions and start coding them against the table.