The Scenario
It is the third of the month. Your CFO wants Q1 revenue reconciled by end of day — every invoice, every expense, pivoted by currency and status, with no gaps. You know the data is in Agiled. You also know that Agiled's built-in reporting doesn't export the exact breakdown she needs, and you are not about to spend two hours manually copying invoice rows into a spreadsheet column by column.
The bad version:
- Open Agiled's invoices module, set a date filter for Q1, and start scrolling through pages of records — copying values into your sheet one row at a time, pausing to check whether you're on the right page.
- Switch to the expenses module and repeat the whole exercise, this time with a different column structure that doesn't map cleanly to what you already pasted.
- Realize halfway through that Agiled shows amounts in local currency but your CFO wants everything in USD, so you need to add a conversion column you didn't plan for.
The CFO asked for a reconciliation, not a data entry project. These are two very different things, and you've somehow ended up doing the second one.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you're looking at, and through its built-in Agiled integration it can pull invoices and expenses from Agiled and write them directly into your sheet.
Fetch all invoices from Agiled and write them to my sheet with columns: ID, amount, status, currency, and date
What You Get
- Every Agiled invoice written into the sheet starting at row 2, with headers in row 1.
- One row per invoice — ID in column A, amount in column B, status in column C, currency in column D, date in column E.
- The data ready for a pivot table as-is, because the column structure is already consistent.
- No pagination gaps — SheetXAI handles multi-page API responses and writes the full result set.
What If the Data Is Not Quite Ready
You also need expenses side by side
The reconciliation requires both invoices and expenses. You want them in separate tabs.
Fetch all invoices from Agiled and write them to Sheet1 with columns ID, amount, status, currency, date — then fetch all expenses and write them to Sheet2 with columns ID, amount, category, currency, date
You need a pivot summary automatically added
Your CFO wants the raw data plus a summary table by currency and status — without you building the pivot manually.
Pull all Agiled invoices into this sheet with full column headers, then below the data create a pivot table showing total invoice amount grouped by currency and status
Q1 only — filter by date range before writing
The full invoice history goes back years. You only want Q1 2026.
Fetch all Agiled invoices with a date between January 1 2026 and March 31 2026 and write them to this sheet, including ID, amount, status, currency, and date
Full kill-chain: pull both modules, clean currencies, pivot, and flag gaps
You want everything in one prompt — invoices and expenses together, currencies normalized, a summary table added, and any rows with missing amounts flagged.
Fetch all Q1 2026 invoices from Agiled into Sheet1 and all Q1 2026 expenses into Sheet2, normalize any non-USD amounts using the currency in the currency column and flag rows where the amount is blank, then add a pivot table to Sheet3 summarizing total invoiced and total expensed by month
One prompt replaces what would have been two export sessions, a column-alignment exercise, and a manual pivot build.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull your Agiled invoices and expenses into a reconciliation-ready layout. For related tasks, see how SheetXAI handles pulling billable timesheet hours or the full Agiled overview.