The Scenario
The account manager at a mid-size agency gets the same request around the 28th of every month: all the unbilled hours for Acme Corp, ready for the invoice. It is always the same client. The same date range. The same columns.
She opens MOCO, filters by client and date, exports a CSV, opens it in Excel, reformats the columns to match the invoice template, and passes it to finance.
The bad version:
- Export unbilled entries from MOCO as CSV, open in Excel, and reformat column headers to match the invoice template.
- Notice the CSV includes entries from last month's already-invoiced batch — remove them row by row.
- Rebuild the grouping by project because finance wants it that way, which the export doesn't provide.
She is an account manager. This is not her job — it just lands in her queue every month because nobody else does it.
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 unbilled activity records directly — no CSV export needed.
Pull all unbilled MOCO activities for company Acme Corp from the last 30 days and list them in the Invoice Prep worksheet with employee, project, task, hours, and date columns
What You Get
- Every unbilled MOCO activity for that client lands in the Invoice Prep worksheet.
- Columns populate for employee name, project name, task name, hours, and date — in that order, ready for the invoice template.
- Only entries flagged as not invoiced in MOCO are included; already-invoiced records are excluded automatically.
- Row count appears at the bottom so you can spot-check the total before sending to finance.
What If the Data Is Not Quite Ready
I need it grouped by project, not flat
Pull all unbilled MOCO activities for Acme Corp from the last 30 days, group results by project name, and write to the Invoice Prep worksheet with a subtotal row per project
The date range needs to be a full calendar month, not rolling 30 days
Pull all unbilled MOCO activities for Acme Corp where the activity date falls between 2026-04-01 and 2026-04-30, and write employee, project, task, hours, and date to the Invoice Prep worksheet
I need to compare this month's unbilled hours against last month's invoiced total
Pull all unbilled MOCO activities for Acme Corp from 2026-04-01 to 2026-04-30 into columns A through E. Then pull all invoiced activities for the same client from 2026-03-01 to 2026-03-31 into columns G through K for a month-over-month comparison.
Get the data, flag anything over budget, and prep the invoice layout in one shot
Pull all unbilled MOCO activities for Acme Corp from the last 30 days, group by project, add a column flagging any project where billable hours exceed the project budget, and format the output so it matches the Invoice Prep worksheet headers exactly
Finance gets a clean workbook. The comparison takes seconds.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for invoice prep, then ask it to pull the unbilled MOCO entries for your next client. Also worth reading: the spoke on exporting open invoices for AR follow-up.