The Scenario
You are a freelance developer. You log all hours in FreeAgent as timeslips. It is October 31st and you need to verify your hours before sending invoices tomorrow.
You have logged timeslips across six projects in October. You need a billing summary — project name, task, date, hours — for every timeslip so you can check the totals against what you planned to invoice.
The slow version:
- Open FreeAgent, navigate to Timeslips, filter by October date range
- Export to CSV
- Open the CSV in Excel
- Write a SUMIF to calculate hours per project
- Realize the project column uses FreeAgent's internal project ID format, not the display name
- Twenty minutes in and the summary still is not right.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls FreeAgent timeslips and builds the grouped summary in one pass.
Open the SheetXAI sidebar and type:
List all FreeAgent timeslips from 2025-10-01 to 2025-10-31 and write project name, task, date, and hours to columns A through D. After the last row, add a blank row and then a summary section showing total hours per project grouped by the project name in column A.
SheetXAI calls FreeAgent, pulls every October timeslip, writes the detail rows, and builds the per-project summary at the bottom.
What You Get
A timeslip workbook with:
- Columns A–D — project name, task, date, hours for each individual timeslip
- Summary section below — total hours per project, derived from the raw rows
- Project names as they appear in FreeAgent — no internal IDs
You can cross-check the summary totals against your intended invoice amounts before sending. If a project total looks wrong, scroll up to the individual rows.
What If the Data Is Not Quite Ready
Timeslip exports are straightforward in structure but messy in practice.
When some timeslips are unbillable
FreeAgent lets you mark timeslips as unbillable. You want to exclude those from billing verification.
List all FreeAgent timeslips from 2025-10-01 to 2025-10-31 where the timeslip is marked billable. Write project name, task, date, and hours into columns A through D. Add a per-project hours total below the data.
When you want average hourly rate alongside hours
You have different rates per project and want to verify hours × rate against the invoice total.
Pull all billable FreeAgent timeslips for October 2025 and write project name, task, date, hours, and hourly rate into columns A through E. In column F, calculate the line total (hours × rate). After the data, add a project summary showing total hours, total amount, and effective hourly rate per project.
When you need to flag timeslips logged after the billing period
Some October work was logged in November and you want to catch those.
List all FreeAgent timeslips where the date is between 2025-10-01 and 2025-10-31. Write project name, task, date, hours, and billable status to columns A through E. In column F, write 'LATE LOG' for any timeslip created after October 31st.
When you want the full pre-invoice package: timeslips, totals, budgets, and overrun flags
Before invoicing, you want to know which projects went over budget in hours.
Pull all FreeAgent timeslips for October 2025 and write project name, task, date, and hours to columns A through D. After the raw data, add a summary section with total hours per project. For each project, fetch the project budget in hours from FreeAgent and write it to a budget column. Calculate budget minus actual hours and write 'OVER BUDGET' if negative or 'UNDER BUDGET' if positive.
The pattern: instead of exporting timeslips and checking budgets in FreeAgent separately, you describe the full picture in one prompt and get a pre-invoice verification workbook in one pass.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull your October FreeAgent timeslips with per-project totals. The FreeAgent integration is included in every SheetXAI plan. See also how to export FreeAgent projects for margin analysis or the FreeAgent in Excel overview.