The Scenario
You are an agency operations manager. Every quarter you audit your Meta Business Manager: which client ad accounts are active, which are paused, which client pages are still associated. The audit feeds billing reconciliation — you charge clients based on active accounts.
The Q2 audit is due Friday. It is Wednesday morning and you have 20+ client ad accounts and an unknown number of associated pages.
The bad version of Wednesday:
- Log into Meta Business Manager, click through Business Settings to find the client accounts list
- Manually copy account names, IDs, and statuses into an Excel workbook row by row
- Navigate to Pages, do the same
- Realize some accounts have sub-accounts you did not know about
- Spend Thursday reconciling the workbook against the billing system
- The audit is done but you are not confident it is complete.
One prompt pulls the complete account inventory into the workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can query Meta Business Manager through the API, so you get a complete client account and page inventory without clicking through Business Settings.
Open the SheetXAI sidebar and type:
List all client ad accounts under our Meta Business Manager and write client business name, ad account name, ad account ID, and account status into columns A through D of this workbook. Sort by account status so ACTIVE accounts appear first.
SheetXAI queries the Business Manager API, retrieves every client ad account with its metadata, and writes them sorted by status. The billing team has a complete active account list before the end of Wednesday.
What You Get
A complete client ad account inventory:
- Column A — client business name
- Column B — ad account name
- Column C — ad account ID
- Column D — account status (ACTIVE, DISABLED, etc.)
- Sorted by status — active accounts at the top for billing reconciliation
The account IDs in column C are what billing needs. IDs do not change when clients rename their accounts. This workbook is the source of truth.
What If the Data Is Not Quite Ready
Business Manager inventories have layers.
When you also need the associated client pages in a second tab
The audit covers both ad accounts and pages.
Fetch all client ad accounts under our Meta Business Manager and write business name, ad account name, ad account ID, and status into the 'Ad Accounts' tab. Fetch all client pages and write page name, page ID, and category into the 'Pages' tab. Create both tabs if they do not exist.
When you want to flag accounts with no recent spend
Some accounts are technically ACTIVE but have had no spend in months.
List all client ad accounts under our Meta Business Manager with business name, ad account name, account ID, and status in columns A through D. For each ACTIVE account, fetch total spend for the last 90 days and write it into column E. In column F, write 'no recent spend' if column E is zero.
When the audit needs to separate owned pages from client pages
The agency has its own pages alongside client pages.
Fetch all pages associated with our Meta Business Manager. Write page name in column A, page ID in column B, category in column C, and in column D write 'owned' if the agency owns it or 'client' if it belongs to a client. Sort by column D so owned pages appear first.
When the full audit combines accounts, pages, spend data, and billing flags in one workbook
The complete quarterly audit in one prompt.
List all client ad accounts under our Meta Business Manager with business name, ad account name, account ID, and status in columns A through D. For each account, fetch total spend for the last 90 days and write it in column E. In column F, write 'BILL' if status is ACTIVE and spend is above zero, 'REVIEW' if status is ACTIVE but spend is zero, and 'INACTIVE' if status is not ACTIVE. Sort by column F so BILL accounts appear first.
The pattern: the quarterly audit that used to take two days happens in one prompt on Wednesday morning.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your Meta Business Manager account inventory into any Excel workbook you have open. The Meta Ads integration is included in every SheetXAI plan. For related work, see how to compare performance across all your ad accounts in Excel or the Meta Ads in Excel overview.