The Scenario
It is the last business day of the quarter and you are the controller. The books are not closed. You need every Ramp transaction from January through March — merchant, amount, currency, cardholder, department, GL code — in the reconciliation sheet before the CFO's close call at four o'clock.
The bad version:
- Log into Ramp, set the date filter to Q1, wait for the export to generate, download the CSV.
- Open the CSV in Sheets, discover the headers say "Merchant Name" and "Spend" but your reconciliation template expects "merchant" and "amount_usd" — spend twenty minutes renaming and reformatting.
- Paste into the right tab and realize the amounts are in cents, so now you add a divide-by-100 formula across 900 rows.
The CFO's call is in two hours and you are still cleaning columns. The analysis has not started.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the sheet, connects to Ramp through its built-in integration, and writes the data back directly. No CSV, no reformatting, no formula cleanup.
Fetch all Ramp transactions from January through March 2025 and import merchant name, amount, currency, cardholder, department, and GL code into this sheet starting at A2
What You Get
- Transactions land in rows starting at A2 with column headers already labeled to match your template.
- Amounts arrive as decimals in your transaction currency — no cents-to-dollars conversion needed.
- Any transaction missing a GL code gets a blank cell in that column so a conditional format or COUNTBLANK can surface them.
- Row count lands in a status note so you know how many records were imported.
What If the Data Is Not Quite Ready
The date range spans multiple Ramp billing periods
Fetch all Ramp transactions from January through March 2025, paginating across all billing periods, and import merchant name, amount, cardholder, department, and GL code into this sheet starting at A2
Amounts need to be grouped by department with subtotals
Pull all Ramp transactions from Q1 2025, group them by department in this sheet, and add a subtotal row for each department showing total spend
Some transactions have no GL code and need to be flagged
Fetch all Ramp transactions from Q1, import them starting at A2, and add a column F labeled Needs Review that says Yes for any row where the GL code is blank
Kill chain: clean, categorize, and reconcile in one shot
Fetch all Ramp transactions from January through March 2025, import them to this sheet, add a Days Since Transaction column from today, flag rows with no GL code in column H as Missing Code, and add a subtotal row per department — then mark cell A1 with the total record count
The pattern is to stack the cleanup, the calculation, and the flag in one instruction rather than going back to add each piece afterward.
Try It
Get the 7-day free trial of SheetXAI and open the reconciliation sheet you use every quarter — then ask it to pull all Ramp transactions for the period and write them in, labeled and formatted, in one shot. For related reads, see how to export open reimbursements or audit all company cards.