The Scenario
The pricing team just handed you a spreadsheet with the new pricing tiers. Your job: cross-reference every existing MoonClerk payment form against the new structure and flag any form that needs to be updated before the go-live date in three weeks.
You know there are around 30 forms in MoonClerk — some recurring, some one-time, some both. You have no idea what all of them are named, what they charge, or which ones are still active. Nobody does. The person who built half of them is no longer with the company.
The bad version:
- Go to the Forms section in MoonClerk and start clicking through each one individually, copying the name, type, amount, and frequency into the workbook — one form at a time
- Realize some forms have the same name with a slight variation (a space, a different capitalization) and you're not sure if they're different forms or duplicates from a migration
- Get to form 18 and lose track of which ones you've already checked, start over, and lose another 20 minutes
This is the kind of audit that could take a morning and still leave you uncertain you caught everything.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and through its built-in MoonClerk integration can pull your full payment form catalog into a worksheet in one step — so the audit starts with a complete picture rather than a partial one.
Fetch all MoonClerk forms and write each form's name and configuration into my Excel sheet so I can identify which forms need to be updated with new pricing
What You Get
- One row per payment form written to the specified worksheet
- Columns: form name, payment type, amount, billing frequency, and a recurring/one-time flag — all from MoonClerk's stored configuration
- All forms pulled including inactive ones — so nothing gets missed if an old form is still in use somewhere
- Amounts appear as numbers, not formatted strings, so comparisons against the new pricing tier worksheet are straightforward
What If the Data Is Not Quite Ready
I want to flag forms whose pricing doesn't match the new tiers
List all MoonClerk payment forms and write form name, amount, and billing frequency into the 'Forms Audit' worksheet, then look up each amount in the 'New Pricing' worksheet and add a column called 'Pricing Match' — set it to 'Match', 'Mismatch', or 'Not Found'
Some form names look like duplicates — I want to surface them
Fetch all MoonClerk payment forms and write form name, amount, and billing frequency into the 'Forms Audit' worksheet — add a column called 'Duplicate Flag' and mark any row where the trimmed, lowercase form name matches another row
I only need to review recurring forms for the subscription pricing update
List all MoonClerk payment forms and write them into the 'Recurring Forms' worksheet — include only forms where the payment type is recurring, showing form name, amount, and billing frequency
Full audit with mismatch flags and duplicate detection in one shot
Fetch all MoonClerk payment forms and write form name, amount, billing frequency, and payment type into the 'Forms Audit' worksheet — look up each amount in the 'New Pricing' worksheet and flag mismatches in a 'Pricing Match' column, detect duplicate form names (case-insensitive, trimmed) and mark them in a 'Duplicate' column, and sort the results by billing frequency
One prompt, and the audit worksheet is ready for review — no clicking through individual forms, no manual comparison against the new tier list.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're using for your pricing audit — ask it to pull your full MoonClerk form catalog with the configuration details you need to review. See also: pulling active subscriptions and MRR by plan and the full MoonClerk overview.