The Scenario
The accountant who handles year-end has a standing request: all purchases from the fiscal year, in an Excel workbook, before the first week of January. Supplier, invoice date, net amount, VAT code, payment status. In a layout that maps to the accounting software.
It is December 29. The request arrived December 27. The agency owner passed it to the ops team.
The bad version:
- Log into MOCO, navigate to Purchases, set the date range for the full year, export to CSV.
- Open in Excel — the column names don't match the accounting software's expected headers.
- Rename columns, reformat dates from DD.MM.YYYY to YYYY-MM-DD, remove draft and cancelled purchases that shouldn't be in the handoff.
- Send it to the accountant, get a reply asking why VAT isn't broken into separate columns.
The data is all in MOCO. Getting it into exactly the shape the accountant needs is where the time disappears.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and uses its built-in MOCO integration to pull purchase records directly, formatted to your specification.
List all MOCO purchases from 2025 and write supplier name, invoice date, net amount, category, and status into my Purchases worksheet
What You Get
- One row per MOCO purchase record for the year.
- Columns: supplier name, invoice date (ISO format), net amount, category, and payment status.
- Draft and cancelled purchases are flagged in the status column.
- The Purchases worksheet reflects MOCO's data at the time of the pull.
What If the Data Is Not Quite Ready
I need VAT broken into a separate column
List all MOCO purchases from 2025 and write supplier name, invoice date, net amount, VAT amount, gross amount, VAT code, and payment status to my Purchases worksheet
I need to exclude draft and cancelled records
List all MOCO purchases from 2025 where status is Paid or Pending and write supplier name, invoice date, net amount, and VAT code to my Purchases worksheet
I need to match against records already in the accounting software
Pull all MOCO purchases from 2025 into columns A through E of my Purchases worksheet. Then compare each entry against my Accounting Export worksheet (matched on supplier name and invoice date). Write a Matched column to column F.
Pull all purchases, exclude drafts, split VAT, reconcile, and flag gaps in one shot
Pull all MOCO purchases from fiscal year 2025. Exclude draft and cancelled status. Split amounts into net, VAT, and gross columns. Match each against my Accounting Export worksheet by supplier and date. Flag unmatched entries. Add a Summary worksheet showing total matched value, total unmatched value, and a count of gaps by month.
The accountant has the file before New Year's Eve.
Try It
Get the 7-day free trial of SheetXAI and open your bookkeeping workbook, then ask it to pull all MOCO purchases for the fiscal year. See also the cashflow export spoke for the income side of the same reconciliation.