The Scenario
You are a treasury manager. Tomorrow morning, your company runs a large vendor payout batch through RazorpayX. Before the batch goes out, you need to audit all 200 fund accounts — bank accounts, UPI IDs, and wallets — to make sure there are no inactive or duplicate entries.
The last time your company ran a batch without auditing, one payout went to an old bank account that had been closed. The bank returned the funds two weeks later and the vendor had to be paid again from a different account. Your CFO noticed. You did not want that conversation twice.
The slow version:
- Log into the RazorpayX dashboard
- Navigate to Payouts → Fund Accounts
- Scroll through 200 records spread across multiple pages
- Copy relevant fields into a sheet manually
- Add a formula to flag duplicate IFSC + account number combinations
- Check which fund accounts have status "inactive"
- Realize the dashboard doesn't let you filter by both active status and duplicate IFSC at the same time.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that can pull all RazorpayX fund accounts and run the duplicate and inactive check for you.
Open the SheetXAI sidebar and type:
List all fund accounts in RazorpayX. Import contact ID, account type (bank account, UPI, wallet), account details (IFSC and account number for bank accounts, UPI ID for UPI), and active status into this sheet. Then flag any fund account with status inactive as "Inactive" in column E. Flag any fund account that shares the same IFSC and account number with another row as "Duplicate" in column E. Leave column E blank for valid active accounts.
SheetXAI pulls all 200 fund accounts, writes the data into the sheet, and evaluates both conditions per row.
What You Get
A pre-payout audit sheet with every fund account evaluated:
- Contact ID, account type, IFSC/account number or UPI ID, active status — one row per fund account
- Column E — "Inactive," "Duplicate," or blank for clean accounts
- No manual scrolling — all 200 accounts are in the sheet, not spread across dashboard pages
You can share the sheet with your team before the batch runs. Anyone with a flag in column E needs to be resolved before payout. Anyone without a flag is clear.
If you want to sort flagged rows to the top, ask SheetXAI to sort by column E. It reorders the sheet immediately.
What If the Data Is Not Quite Ready
Pre-payout audits often surface edge cases. SheetXAI handles them inline.
When you want to see which contact name corresponds to each fund account
The contact ID in column A is not human-readable. You want the contact name next to it.
After importing all RazorpayX fund accounts, for each contact ID in column A, look up the contact name and write it to column B. Then evaluate inactive and duplicate flags as before.
When duplicate detection should include UPI IDs as well as bank accounts
Two different contacts might have added the same UPI ID.
After importing all fund accounts, flag any fund account that shares the same UPI ID with another row as "Duplicate (UPI)" in column E. Flag any fund account with the same IFSC and account number combination as "Duplicate (Bank)" in column E. Flag inactive accounts as "Inactive."
When you want to group the audit results by account type
The treasury team reviews bank accounts and UPI IDs separately.
Import all RazorpayX fund accounts. Sort the sheet so all bank account rows appear first, then UPI rows, then wallet rows. Within each group, sort by active status so inactive accounts appear at the top. Add the duplicate and inactive flags in column E.
When you want the full pre-payout audit — pull accounts, flag issues, look up contact names, and write a clearance summary
Import all RazorpayX fund accounts into this sheet. For each contact ID in column A, look up and write the contact name to column B. Flag inactive accounts as "Inactive" and duplicate IFSC+account combinations as "Duplicate" in column E. Then write a pre-payout summary starting in cell H1: total fund accounts, total inactive, total duplicates, and total clear accounts. This goes into the payout authorization email.
The pattern: the data pull, the flag logic, the contact lookup, and the summary all happen in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull your RazorpayX fund accounts and run the audit before the payout batch. The Razorpay integration is included in every SheetXAI plan. For related workflows, see how to bulk-create RazorpayX payout contacts or the Razorpay in Google Sheets overview.