The Scenario
It is budget reconciliation week. Your finance team wants to know what you spent on email infrastructure last month — and they want it in the same format as every other line item in the master budget workbook, which means: billing cycle start and end dates, allowance, usage, and percentage consumed, all in specific cells.
You are the finance analyst who owns that workbook. You have the Stripe receipts. You do not have the SMTP2GO usage data in a form you can actually put in column B.
The bad version:
- Log into SMTP2GO, navigate to billing or account overview, locate the current cycle stats.
- Write down the allowance, the emails sent, and the remaining quota on a notepad.
- Switch to the budget workbook, find cells B2, B3, and B4, and type each figure in by hand.
- Realize you misread the remaining quota and go back to SMTP2GO to check again.
Finance reconciliation should take ten minutes. The data collection step should not be the reason it takes forty-five.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to SMTP2GO and fetches your account quota and usage stats, writing them directly into the cells you specify.
Pull SMTP2GO email history statistics for the past 90 days and write daily sent count, delivery rate, and bounce rate into columns A, B, C, and D.
What You Get
- Column A: date
- Column B: daily emails sent
- Column C: delivery rate
- Column D: bounce rate
Those columns give you the trend data your finance template needs for the period reference.
What If the Data Is Not Quite Ready
You need the current cycle snapshot — allowance, sent, and remaining quota — in specific cells
Fetch the SMTP2GO current email cycle stats and write monthly allowance, emails sent so far, and remaining quota into cells B2, B3, and B4.
You need the cycle start and end dates as well
Fetch the SMTP2GO current email cycle stats and write the cycle start date in B1, cycle end date in B2, monthly allowance in B3, emails sent in B4, and remaining quota in B5.
You need to calculate the percentage of quota consumed and flag if it exceeds 80 percent
Fetch the SMTP2GO current cycle stats. Write monthly allowance in B2, emails sent in B3, and remaining quota in B4. In B5, calculate the percentage consumed as emails sent divided by allowance. In B6, write "over threshold" if B5 exceeds 80 percent, otherwise write "within budget."
Full kill chain: pull, calculate, compare to prior month, and flag in one prompt
Fetch SMTP2GO current cycle stats and write allowance, emails sent, and remaining quota into B2 through B4. Calculate percentage consumed in B5. Compare emails sent in B3 to the prior month figure in C3 and write the month-over-month change in B6 as a percentage. In B7, write "above prior month" or "below prior month" based on the direction of the change.
Reconciliation goes faster when the comparison logic lives in the same prompt as the data pull.
Try It
Get the 7-day free trial of SheetXAI and open your budget tracking Excel workbook, then ask it to pull your SMTP2GO current cycle quota and usage directly into the cells your finance template expects. For a historical view to pair with this snapshot, the spoke on pulling monthly deliverability stats covers the trend data across six months.