The Scenario
It's January. The CFO sent a one-line message: "Can you get me everything sevdesk has for 2025 in a spreadsheet by EOD? I want to build the pivot tables myself." No further spec. You know what that means — invoice number, customer name, net amount, gross amount, tax amount, status — all 300-something rows for the fiscal year — in a clean Excel sheet by 5 PM.
The bad version:
- Log into sevdesk, set the date filter to 2025, and start exporting. The export options are PDF and a proprietary format — neither pastes cleanly into Excel.
- Try the API directly. Find the invoices endpoint, figure out the date parameters, get the first page of 25 results, realize the response is paginated, loop through 12 pages manually, and paste each JSON blob into a converter.
- Two hours in, you have the data in roughly the right shape. Column headers don't match what the CFO is expecting. You spend another 30 minutes renaming them. The total row is missing. You add it by hand.
The CFO doesn't know what it took to produce this sheet. She just knows the columns look slightly different from last year's version, and now she has a question about that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets that reads the sheet context and pulls directly from sevdesk. One prompt pulls the full year with the exact columns and a summary row.
Fetch all sevdesk invoices for 2025 and write invoice number, customer name, net amount, gross amount, tax amount, and status into my Annual Report sheet — then add a SUM row at the bottom for gross amount
What You Get
- Every sevdesk invoice from 2025 written into the sheet — one row per invoice, all pages included.
- Columns: invoice number, customer name, net amount, gross amount, tax amount, status.
- A SUM row at the bottom of the gross amount column.
- The sheet is ready for pivot analysis the moment it arrives.
What If the Data Is Not Quite Ready
The CFO wants only paid invoices — status PAID — not the full set
Fetch all sevdesk invoices for 2025 with status PAID and write invoice number, customer name, net amount, gross amount, tax amount, and payment date into my Annual Report sheet — add a SUM row for gross amount at the bottom
She also wants a separate tab with just the Q4 breakdown
Fetch all sevdesk invoices for Q4 2025 (October through December) and write invoice number, customer name, net amount, gross amount, and status into the Q4 Revenue tab of my Annual Report sheet — add a SUM for gross amount in cell E1
The sheet is going to leadership and needs formatted currency columns — not raw numbers
Fetch all sevdesk invoices for 2025, write invoice number, customer name, net amount, gross amount, tax amount, and status into my Annual Report sheet — format columns C, D, and E as EUR currency with two decimal places — add a SUM row at the bottom for gross amount
Full fiscal year close: pull all data, summarize by customer, flag unpaid, total everything
Fetch all sevdesk invoices for 2025 and write invoice number, customer name, gross amount, and status into my Annual Report sheet — then in a second tab called Customer Summary, aggregate gross amount by customer name with a row for each unique customer — highlight any row in the main tab where status is not PAID in yellow — write total gross amount for the year into cell A1 on the Annual Report tab
Ask for the raw data, the summary, the flagging, and the total in one prompt. The CFO gets a report that's already structured for analysis rather than a data dump she has to process herself.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your annual reporting lives, then ask it to pull the full sevdesk invoice dataset for the year you need. When the data is in, you can also tag invoices by campaign for attribution analysis or pull open invoices to see what's still outstanding.