The Scenario
It's Thursday morning. Your CFO sent a message at 8:47 AM asking for total outstanding receivables broken down by currency before the 10 o'clock call. You have 60-something unpaid invoices sitting in Finmei. You have an Excel workbook where you usually track cash flow. You have just over an hour.
You've done a version of this before — exporting a CSV from Finmei, opening it in Excel, reformatting the columns to match your workbook layout, manually adding the currency subtotals. Last time it took 45 minutes and you still showed up to the call having to explain why one of the numbers looked off.
The bad version:
- You navigate to Finmei's invoice list, filter by unpaid, export a CSV. The CSV columns don't match your workbook layout. You spend ten minutes reorganizing them.
- You sort by amount descending, realize the sort got reset when you reformatted a column, sort again.
- You build the currency subtotals by hand using SUMIF formulas, which means manually identifying the unique currency values first and writing a formula for each one.
The CFO doesn't need a tour of your process. They need a number.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Finmei, retrieves the invoices matching your filter, and writes them directly into the workbook — sorted, summarized, and formatted to your layout — without a CSV in the middle.
Open the SheetXAI sidebar and type:
Fetch all my Finmei invoices with status 'unpaid' and populate this sheet with invoice ID in column A, buyer name in column B, total amount in column C, currency in column D, and issue date in column E, sorted by amount descending. Add a summary row at the bottom for each currency with the total outstanding amount.
What You Get
- All unpaid Finmei invoices written into the workbook, sorted by amount descending.
- Invoice ID, buyer name, total amount, currency, and issue date in the columns you specified.
- Summary rows at the bottom — one per currency — with the total outstanding for each.
- No CSV download, no column reformatting, no manual SUMIF construction.
What If the Data Is Not Quite Ready
You want only invoices older than 30 days
Fetch all unpaid Finmei invoices where the issue date is more than 30 days ago. Populate columns A–E with invoice ID, buyer name, amount, currency, and issue date, sorted by issue date ascending. Label a summary section below with total overdue per currency.
The workbook already has data and you want to append, not overwrite
Without clearing existing rows, append all unpaid Finmei invoices to this workbook starting on the first empty row below the current data. Include invoice ID, buyer name, amount, currency, and issue date. Add a subtotal row for this batch at the bottom.
You need to join invoice data with a client contact list in a second worksheet
Fetch all unpaid Finmei invoices and match each buyer name against the client list in the Contacts worksheet (column A = name, column B = account manager). Populate this sheet with invoice ID, buyer name, account manager, amount, currency, and issue date. Flag any invoice where the buyer name has no match in the Contacts worksheet.
You want a full aging analysis, not just a raw list
Fetch all unpaid Finmei invoices. Bucket each invoice into one of four aging groups: 0–30 days, 31–60 days, 61–90 days, 90+ days based on the issue date. Write the invoice detail into columns A–E, add an "Aging Bucket" label in column F, and create a summary table below with total outstanding per aging group per currency.
The aging breakdown and the raw list in one prompt — no pivot table step after the fact.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you use for receivables tracking, then ask it to pull your unpaid Finmei invoices with whatever grouping and sorting your stakeholders need. You can also look at how to bulk-create invoices from a workbook or see the full Finmei integration overview.