The Scenario
You are a finance manager. Every Monday at 10 AM you have a cash-flow review with the CFO. She wants one thing: a clean breakdown of all outstanding invoices by age bracket — 0-30, 31-60, 61-90, and 90-plus days.
Last week you spent 45 minutes pulling the export, fixing the date formatting in Excel, writing the aging formula, and building the pivot. You were three minutes late to the meeting and the CFO had already started without you.
The bad version of this Monday:
- Log into Altoviz
- Filter invoices by "unpaid" status
- Export CSV
- Open the file in Excel, fix the date column (Altoviz exports dates in a non-standard format)
- Copy-paste into your "Aged Debt" tab
- Write the aging formula manually in a new column
- Build the pivot table by bracket
- You walk in seven minutes late holding a laptop.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches the Altoviz data, applies the aging logic, and writes the finished report — so you show up to the meeting with it already done.
Open the SheetXAI sidebar and type:
Fetch all Altoviz sale invoices with status "unpaid". Write invoice number, customer name, amount, and due date into my "Aged Debt" tab. Add a column labeling each row as 0-30, 31-60, 61-90, or 90+ days overdue. Add a summary table at the bottom showing total overdue amount per bracket.
SheetXAI calls Altoviz, pulls every unpaid invoice, writes the rows into the tab, calculates the age of each one from today's date, labels the bracket, and builds the summary. The workbook is ready before the meeting starts.
What You Get
A complete aged-debt snapshot in one tab:
- Every unpaid invoice — invoice number, customer name, amount, and due date
- Age bracket label — 0-30, 31-60, 61-90, or 90+ days overdue in a dedicated column
- Summary pivot at the bottom — total overdue amount per bracket, so the CFO sees the headline numbers immediately
The bracket labels are calculated from today's date, not a formula you have to maintain. Each Monday, you run the same prompt and get a fresh snapshot. The aging is always current.
What If the Data Is Not Quite Ready
Altoviz invoices are not always a clean set. SheetXAI handles edge cases in the same prompt.
When some invoices have no due date set
A handful of invoices were created without a payment term, so there is no due date in Altoviz.
Fetch all unpaid Altoviz invoices. For invoices with no due date, label them "No Due Date" in the bracket column instead of calculating an age. Write all rows into the "Aged Debt" tab with the same columns, and include those invoices in a separate "No Due Date" section at the bottom of the summary.
When the CFO wants to see it by customer family instead of by bracket
Same data, different grouping.
Fetch all unpaid Altoviz invoices. Write the rows into the "Aged Debt" tab. Add the age bracket column. Then add a second summary table grouped by customer family showing total overdue per family, sorted descending by total amount.
When you need to exclude internal accounts
Your Altoviz instance has a handful of internal intercompany invoices that should not appear in the external aged-debt report.
Fetch all unpaid Altoviz invoices. Exclude any invoice where the customer name contains "Internal" or "Intercompany." Write the remaining rows into the "Aged Debt" tab with the age bracket column and the summary pivot.
When you want the full picture — raw data, aging, summary, and a narrative for the CFO's notes
The CFO sometimes asks for a two-sentence brief before the meeting. You used to write that yourself.
Fetch all unpaid Altoviz invoices. Write them into the "Aged Debt" tab with age bracket labels. Add the summary pivot by bracket. Then write a two-sentence summary at the top of the tab identifying the largest overdue customer and the total at risk in the 90+ bucket.
The pattern: the report, the analysis, and the narrative all come from one prompt. You review, not rebuild.
Try It
Get the 7-day free trial of SheetXAI and connect it to Altoviz, then ask it to pull your outstanding invoices into a workbook tab with aging buckets. The Altoviz integration is included in every plan. For related workflows, see how to reconcile bank transactions against Altoviz receipts or the Altoviz in Excel overview.