The Scenario
You run a 12-person freelance agency. Every month you have 25 clients. Every month the same Excel workbook — client name, email, service description, monthly retainer, currency, due date. Every month you open Finmei, click New Invoice, fill in the fields, save, go back, next client.
It is the last business day of April. You have 25 rows. You have done this before.
The bad version:
- You open Finmei, click New Invoice, type the client name from row 2, tab to email, switch back to the workbook to copy it, switch back to Finmei, paste, fill in the service description and amount, set the currency and due date, save. One invoice. Twenty-four to go.
- Midway through, you realize you set the currency to USD on three invoices that should have been GBP because the column header was off-screen and you were working from memory.
- You finish an hour later, go back to the workbook to mark them as sent, and notice you skipped row 17 because you lost your place.
The quarter is closing. This is not the work you were hired to do — the invoicing is supposed to take ten minutes so you can spend the rest of the morning on actual delivery.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data, understands what each column means, and through its built-in Finmei integration it creates invoices directly — all 25, in one operation, without you touching the Finmei UI.
Open the SheetXAI sidebar and type:
For each row in this workbook (columns: client_name in A, email in B, service_description in C, amount in D, currency in E, due_date in F), create a Finmei invoice with those details and write the returned invoice ID into column G.
What You Get
- A Finmei invoice created for every non-header row in the workbook.
- The invoice ID for each record written into column G — a permanent link between the worksheet row and the Finmei object.
- Any rows that fail (missing required field, invalid email) are flagged inline in column H so you can fix and re-run just those rows.
- Your workbook becomes the source of truth and the audit trail in one place.
What If the Data Is Not Quite Ready
The currency column has mixed formats ("usd", "USD", "$")
Before creating invoices, normalize the currency column E so that all values are uppercase ISO codes (USD, GBP, EUR), then create Finmei invoices for each row and write invoice IDs into column G.
Some rows are missing a due date
Create Finmei invoices for all rows in this workbook where column F is not empty. For rows missing a due date, skip them and note "missing due date" in column H. Write returned invoice IDs into column G for rows that succeed.
The client list is split across two worksheets — "Retainers" and "One-off Projects"
Combine the client rows from the Retainers worksheet (columns A–F) and the One-off Projects worksheet (columns A–F) into a single invoice batch in Finmei. Write invoice IDs back into column G on the respective worksheets.
The amounts need rounding and zero-fee rows should be excluded
For each row in this workbook where the amount in column D is greater than zero, round the amount to 2 decimal places, create a Finmei invoice using the service description in column C, currency in column E, and due date in column F, then write the invoice ID into column G and "skipped" into column G for rows with amount 0.
Cleanup and creation in one instruction — no intermediate step of manually fixing the workbook before running the operation.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track your monthly client roster, then ask it to create all your Finmei invoices at once. You can also check out how to export outstanding invoices for cash flow review or see the full Finmei integration overview.