The Scenario
The accountant meeting is in two days. You have been invoicing steadily through Moneybird all year, but you have never actually sat down and looked at the revenue pattern month by month. Your accountant is going to ask. You open a blank Excel workbook and stare at it.
The bad version:
- Export Moneybird's invoice list as a CSV, open it in Excel, find the date column is formatted as text and every euro amount has a symbol attached
- Manually group the invoices by month using COUNTIFS and SUMIF across a reformatted table you are rebuilding from scratch
- Realise halfway through that two invoices from March were marked paid in April, and now the monthly buckets are wrong
That is an afternoon. Your accountant appointment is a Tuesday morning thing, and this is a Sunday evening problem that is expanding.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data already there, connects to Moneybird through its built-in integration, and does the fetch and the summarisation in one shot.
The prompt:
Fetch all sales invoices from my Moneybird administration and paste them into the Invoice Export sheet with columns: invoice number, contact name, invoice date, total amount, and payment status — then in the Summary sheet, add a row per month showing total billed and total paid
What You Get
- Every invoice from your Moneybird administration lands in the Invoice Export worksheet with five clean columns
- The Summary worksheet fills in automatically — one row per calendar month, with total billed and total paid calculated from the invoice data
- Invoices that were billed in one month but paid in another are handled by the prompt logic you specified
- If any invoice is missing a contact name, it appears in the worksheet with a blank in that column so you can spot it
What If the Data Is Not Quite Ready
The invoice date column is pulling as text, not a date value
Fetch all sales invoices from Moneybird and write them to the Invoice Export sheet — convert the invoice date column to a proper date format (DD/MM/YYYY) before writing, and write the total amount as a plain number without currency symbols
Some invoices are missing contact names because they were created without linking a contact
Fetch all Moneybird sales invoices and write them to the Invoice Export sheet — for any invoice where the contact name is blank, write UNLINKED in that column so I can find and fix them after
I need to join the invoice data to a second worksheet that has account manager assignments by contact name
Fetch all Moneybird sales invoices and write them to the Invoice Export sheet — then look up each contact name in the Account Managers worksheet (column A = contact name, column B = account manager) and write the matched account manager name to column F
Pull all invoices, fix the date format, join to account managers, and generate the monthly summary in one pass
Fetch all Moneybird sales invoices, write them to the Invoice Export sheet with invoice date formatted as DD/MM/YYYY and amounts as plain numbers — then look up each contact name in the Account Managers worksheet and write the account manager to column F — then generate a Summary worksheet with one row per month showing total billed, total paid, and a breakdown by account manager
One prompt. The data arrives clean, joined, and summarised.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your Moneybird invoices and build the monthly summary. When you're done with invoices, see how to bulk-import contacts or export overdue invoices for collections.