The Scenario
You are a CPA preparing for a client audit. Your client has four bank accounts connected through MX — two checking and two savings, at different institutions. The auditors have asked for a statement index: a complete list of all monthly statements available for each account, with the statement date, account name, and download link, so they can pull documents for any month they need.
Your client's MX member GUID is in your sheet. You have no statement data yet.
The bad version:
- Call the MX list-statements endpoint for the user GUID and member GUID, which returns metadata for each available statement.
- Paste statement date, account name, and URI into your sheet row by row.
- Find out that the client has four accounts and statements go back 24 months on some — you're looking at potentially 80+ rows to copy across multiple API calls.
The auditors need the index file by end of week and you have three other clients in the audit queue.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It connects to MX Technologies, pages through all available statements for the user's members, and writes the full index to your sheet in one pass.
List all account statements for MX user USR-abc123 and member MBR-xyz789, then write statement date, account name, and download URI to this sheet.
What You Get
- One row per available statement.
- Column A: statement date.
- Column B: account name associated with the statement.
- Column C: download URI for the PDF.
- All pages fetched automatically — no 25-record cap.
What If the Data Is Not Quite Ready
You need statements across all members for the user, not just one
Fetch all statements available for MX user USR-abc123 across all their connected members and write member name, account name, statement month, and PDF URI to columns A through D.
You want to flag which months are missing for a specific date range the auditors need
List all statements for MX user USR-abc123 and member MBR-xyz789 covering 2025 and write statement date, account name, and URI to columns A through C — in column D flag any month from January 2025 to December 2025 that has no statement available as "Missing".
You need the index sorted by account and then by date for the auditors
Fetch all statements for MX user USR-abc123 across all members and write member name, account name, statement date, and URI to columns A through D — sort by account name first and then by statement date within each account group.
You want a complete audit-ready statement index: all accounts, all months, missing-month flags, and a coverage summary per account
Fetch all statements for MX user USR-abc123 across all members and write member name, account name, statement month, and URI to columns A through D — in column E flag any month that is missing from the expected Jan 2024 to Dec 2025 range — in a Coverage Summary tab show each account, total months available, and list of missing months.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet prepared for an audit, then ask it to pull all available statement metadata from MX and flag any months with missing documentation. For verifying account ownership information alongside those statements, see the account ownership verification article.