The Scenario
Pricing changed last week — rates went up 8% across the board. The finance manager went into Moneybird and found 15 invoices in draft status that were created before the change. The corrected line item descriptions and new amounts are staged in an Excel workbook: invoice IDs in column A, new descriptions in column B, new amounts in column C. Opening each draft invoice in Moneybird and editing it by hand is the obvious move. It is also an obvious waste of the next hour.
The bad version:
- Open Moneybird, search for invoice ID from row 1 of the workbook, click Edit, update the line item description, update the amount, save
- Switch back to the workbook, find row 2, copy the invoice ID, search Moneybird again
- Around invoice 9, accidentally save with the old amount because you were looking at the wrong column
Fifteen invoices is not a large number. But it is large enough that the manual process introduces real error risk — especially when you are copying numbers between two windows under time pressure.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the correction table, connects to Moneybird through its built-in integration, and updates every invoice's line item in sequence.
The prompt:
Read the Draft Invoice Updates Excel table and update each Moneybird invoice ID in column A — set the line item description to column B and the revised total amount to column C
What You Get
- SheetXAI sends a targeted update request to Moneybird for each invoice ID in the table
- Only the line item description and amount are changed — other invoice fields stay as they were
- If an invoice ID is not found or is in a state that cannot be edited, the row shows the error so you know which ones to handle manually
- All 15 invoices are updated in the time it takes to write the prompt
What If the Data Is Not Quite Ready
The amounts in column C have a percentage sign — they are the old amount plus 8%, formatted as text
For each row in the Draft Invoice Updates table, update the Moneybird invoice with the ID in column A — strip any non-numeric characters from column C and use the result as the numeric amount — set the line item description to column B
Some rows have blank amounts because only the description changed — skip the amount update for those
For each row in the Draft Invoice Updates table, update the Moneybird invoice with the ID in column A — set the line item description to column B — only update the amount if column C is not blank
I need to skip any rows where the invoice is already in sent or paid status
For each row in the Draft Invoice Updates table, update the Moneybird invoice with the ID in column A only if its current status is draft — set the line item description to column B and amount to column C — for any invoice not in draft status, write SKIPPED to column D
Strip amount formatting, skip sent/paid invoices, update the rest, and log all outcomes in column D
For each row in the Draft Invoice Updates table, check the Moneybird invoice status for the ID in column A — if the status is draft, strip non-numeric characters from column C and update the line item description to column B and amount to the cleaned number — if the status is not draft, write the current status to column D — write UPDATED to column D for successful updates
One prompt, one pass — the formatting, the status check, the update, and the log.
Try It
Get the 7-day free trial of SheetXAI and open your invoice correction workbook, then ask it to push all the line item changes to Moneybird. When you are done, see how to pull those invoices back out and verify the updated amounts in a summary worksheet.