The Scenario
The CFO sent the request at 10 AM: "Drop the full sevdesk 2025 invoice dataset into Excel before the board call at 2. Invoice number, customer name, net amount, gross amount, tax amount, status. I want to build the pivots myself." No further spec. You have four hours.
The bad version:
- Log into sevdesk, set the date filter to 2025, try to export. The export option is a PDF summary — not row-level invoice data.
- Try the API directly. Find the invoices endpoint, work out the pagination parameters, pull 25 records per page across 14 pages, paste each JSON response into a converter.
- Three hours in, you have a mostly-complete dataset. Column headers are in German because sevdesk's API response uses internal field names. The CFO will ask what "netto" means. You rename the columns. The grand total row is missing. You add it. It's 1:45 PM.
The board call is not waiting on your data pipeline. Four hours is not the right answer for a dataset pull.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads the workbook and pulls directly from sevdesk. One prompt delivers the full year.
Pull the sevdesk invoice export for Q4 2025 and paste all rows into my Q4 Revenue Google Sheet, writing the grand total gross amount into cell B1
What You Get
- Every invoice for the specified period written into the workbook — one row per invoice, all pages pulled.
- Columns: invoice number, customer name, net amount, gross amount, tax amount, status — named in plain English.
- The grand total gross amount written into the specified cell, ready for the CFO's model.
- No JSON parsing, no column renaming, no pagination management.
What If the Data Is Not Quite Ready
The CFO wants the full 2025 year, not just Q4
Fetch all sevdesk invoices for 2025 and write invoice number, customer name, net amount, gross amount, tax amount, and status into my Annual Report worksheet — add a SUM row at the bottom for gross amount
She only wants paid invoices for the revenue recognition model
Fetch all sevdesk invoices for 2025 with status PAID and write invoice number, customer name, net amount, gross amount, tax amount, and payment date into my Revenue Recognition worksheet — add a SUM for gross amount at the bottom
The workbook needs formatted currency columns — not raw numbers — for presentation
Fetch all sevdesk invoices for 2025, write invoice number, customer name, net amount, gross amount, tax amount, and status into my Annual Report worksheet — format the net amount, gross amount, and tax amount columns as EUR currency with two decimal places — add a SUM row at the bottom
Full board package: raw data, customer summary, unpaid flagging, and grand total
Fetch all sevdesk invoices for 2025 and write invoice number, customer name, gross amount, and status into my Annual Report worksheet — in a second worksheet called Customer Summary, aggregate gross amount by customer with one row per unique customer — highlight any row in the main worksheet where status is not PAID in yellow — write the year's total gross amount into cell A1 of the Annual Report
Ask for the full board package in one prompt — raw data, summary tab, flagging, and totals — so the CFO gets a finished workbook, not a data dump that still needs 30 minutes of post-processing.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your annual reporting lives, then ask it to pull the full sevdesk invoice dataset for the period you need. When the data is in, you can also tag invoices by campaign for attribution or pull open invoices to see what's still outstanding.