The Scenario
Your agency bookkeeper handles the accounting reconciliation for the business. It's the first week of April and she needs every Q1 invoice from Everhour — invoice number, client, amount, currency, status, and due date — in one Excel workbook so she can match them against what's in QuickBooks.
She's not going to log into Everhour herself. That's not her job, and she doesn't have access. She sent you a message last night asking for the workbook by this morning's stand-up.
The bad version:
- Log into Everhour, navigate to Invoices, and start scrolling. There are 60 invoices from Q1.
- Click into each invoice to see the due date — it's not visible in the list view.
- Download a CSV export and discover the currency column is missing because it defaults to your primary currency in the export.
By the time you've figured out that the export isn't going to give the bookkeeper what she needs in the format she needs it, you're already ten minutes late to stand-up with nothing to hand her.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and through its built-in Everhour integration it can fetch your full invoice list and write exactly the fields you specify.
List all Everhour invoices from Q1 2025 (January 1 through March 31) and write the results into my Excel workbook: column A is invoice number, B is client name, C is total amount, D is currency, E is status (paid/unpaid/draft), F is due date formatted as YYYY-MM-DD. Add a header row at row 1.
What You Get
- One row per invoice, all 60, no clicking.
- The due date in a consistent format the bookkeeper can sort and filter.
- Status written as plain text — paid, unpaid, or draft — not a color-coded UI state.
- Currency as its own column, not merged into the amount.
- The workbook is ready to share the moment the prompt finishes.
What If the Data Is Not Quite Ready
The bookkeeper needs totals by client
List all Q1 Everhour invoices and group them by client. Write a summary to my workbook: column A is client name, B is number of invoices, C is total invoiced amount, D is total paid amount, E is outstanding balance. One row per client.
Some invoices are drafts that shouldn't go to the bookkeeper
List all Everhour invoices from Q1, filter to status "sent" or "paid" only (exclude drafts), and write the results to my workbook with invoice number, client, amount, currency, status, and due date.
The bookkeeper wants a separate worksheet for unpaid invoices
Export all Q1 Everhour invoices to my Excel workbook. Write paid invoices to the "Paid Q1" worksheet and unpaid or overdue invoices to the "Outstanding Q1" worksheet. Use the same column structure on both worksheets: invoice number, client, amount, currency, due date.
Cross-reference, flag overdue, and summarize
Pull all Everhour invoices from Q1. For any invoice with status "sent" and a due date before today, add "OVERDUE" in column G. Then write a summary row at the bottom of the workbook: total invoiced, total paid, total outstanding. Add a header row at row 1.
One prompt handles the pull, the flag logic, and the summary row. No intermediate steps.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to export your Everhour invoices for any quarter you're reconciling. If you also track billable time against those clients, see how SheetXAI handles exporting team time entries and the Everhour overview.