The Scenario
The finance controller got an email from the collections agency on Thursday asking for an updated list of outstanding invoices before end of week. The controller opens Moneybird and can see the overdue invoices — they are right there. But what the agency needs is a workbook sorted by invoice age, with days overdue calculated, so they can prioritise their outreach. There is no export button for that specific view. The closest thing is exporting everything and filtering in Excel.
The bad version:
- Export the full Moneybird invoice list as a CSV — several hundred invoices, all statuses — open it in Excel
- Filter to open and late statuses, delete the irrelevant columns
- Manually add a Days Overdue column using a formula referencing today's date, discover the due date column came out as text and the formula returns an error, spend time converting the column
End of week means Friday at 5 PM is the hard stop. This sequence is eating Thursday afternoon when the actual deliverable is a filtered, sorted, formatted workbook that should take five minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Moneybird through its built-in integration, filters the invoice list server-side, calculates days overdue, and writes the result where you point it.
The prompt:
Fetch all Moneybird invoices and filter for unpaid ones in my Excel Collections sheet — add a column showing how many days overdue each invoice is based on today's date
What You Get
- Only invoices with open or late status land in the worksheet — no filtering required after the fact
- Contact name, invoice number, due date, and total amount appear in clean columns
- The Days Overdue column is calculated from today's date for each invoice
- If an invoice's due date is in the future despite an open status, the Days Overdue value will be negative — you can see those edge cases immediately
What If the Data Is Not Quite Ready
I need the list sorted by days overdue descending, most urgent first
Fetch all Moneybird invoices with status open or late and write them to the Collections worksheet with contact name, invoice number, due date, amount, and days overdue calculated from today — sort the output by days overdue descending before writing
Some invoices have a blank due date — I want those flagged separately
Fetch all Moneybird invoices with status open or late and write them to the Collections worksheet — for invoices with a due date, include days overdue calculated from today — for invoices with no due date, write NO DUE DATE in the Days Overdue column
I also need the contact's email address in a separate column for the collections contact list
Fetch all Moneybird invoices with status open or late and write them to the Collections worksheet — include contact name, contact email, invoice number, due date, amount, and days overdue calculated from today
Filter invoices, include contact email, flag missing due dates, sort by urgency, and add a summary row at the bottom
Fetch all Moneybird invoices with status open or late — write them to the Collections worksheet with contact name, contact email, invoice number, due date, amount, and days overdue calculated from today (write NO DUE DATE if missing) — sort by days overdue descending — add a summary row at the bottom showing total overdue amount and count of invoices
One prompt builds the complete collections report.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your overdue Moneybird invoices and calculate the days outstanding. When the collections list is done, see how to pull all invoices and build a full monthly revenue summary.