The Scenario
The bank export landed in your inbox on the first of the month: a CSV of 40 settled invoice payments from the previous period. You download it, open it in Google Sheets, and look at the columns — invoice ID in column A, payment date in column B, amount in column C. Everything matched. Now you need each of those payments booked against the corresponding sevdesk invoice before the monthly close.
The bad version:
- Open sevdesk, search for invoice ID from row 1, click Book Payment, enter the date and amount, save. Navigate back, search for invoice ID from row 2, repeat.
- Around row 15, you mistype a date — 2026-02-31 — and sevdesk rejects it. You don't notice until the end of the session when the count doesn't add up.
- You finish row 40 at 7 PM. The monthly close was supposed to be done by 5.
The accounting close does not get any less stressful when you're the one entering every payment by hand. The data already exists. The matching has already been done. The booking should take one operation, not forty.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets that reads your payment data and calls sevdesk to book each entry directly. One prompt handles the whole batch.
For each row in my Payments sheet, book the amount in column C against the sevdesk invoice ID in column A using the payment date in column B, then write 'booked' in column D
What You Get
- Each payment from the sheet booked against the matching sevdesk invoice in one pass.
- Column D updated with "booked" for each successful row, so you can see at a glance which payments went through.
- Any row that fails — wrong invoice ID, invalid date format — surfaces an error in column D instead of silently skipping.
- The run completes in one operation. You're not sitting there clicking through sevdesk for each row.
What If the Data Is Not Quite Ready
Some dates are formatted inconsistently — mixing DD/MM/YYYY and YYYY-MM-DD
Normalize the dates in column B of my Payments sheet — convert all entries to YYYY-MM-DD format — then book each payment against the sevdesk invoice ID in column A using the cleaned date and the amount in column C, writing 'booked' in column D on success
The sheet has both matched and unmatched rows — you only want to book the matched ones
Read my Bank Settlements sheet and book against sevdesk only for rows where column D says 'matched' — use the invoice ID in column B and the amount in column C with payment date in column A — write 'booked' in column E on success and leave unmatched rows untouched
You want to reconcile and book in one pass — checking that each amount matches the invoice total
For each row in my Payments sheet, fetch the sevdesk invoice in column A, compare the gross amount to column C — if they match within 1 EUR, book the payment using the date in column B and write 'booked' in column D; if the amounts differ by more than 1 EUR, write the discrepancy amount in column D instead
Month-end kill chain: deduplicate, validate, book, and summarize
In my Payments sheet: first flag any duplicate invoice IDs in column A with DUPLICATE in column D — then for all non-duplicate rows where column D is blank, book the payment against sevdesk using the invoice ID in column A, date in column B, amount in column C — write 'booked' in column D, and finally write the total amount booked into cell C1
Ask for the deduplication, validation, booking, and summary together. You get one clean result at the end of a single run.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your bank payment data lives, then ask it to book every matched payment into sevdesk. You might also want to pull open invoices for aging analysis before you start, or export bank transactions to verify what's been cleared on the sevdesk side.