The Scenario
You're a SaaS founder who uses MoonClerk for billing. Someone on the team built an Excel workbook last year that was supposed to track MRR. It has a worksheet called 'Subscriptions' with some data from Q3. It's now Q2 of the following year. Nobody knows how many active subscriptions there are, which payment form drives the most revenue, or whether the monthly and annual plans are breaking down the way you think they are.
You need the real numbers before a board call Friday.
The bad version:
- Export the subscriber list from MoonClerk as CSV, open it in a new Excel window, and start looking for a 'billing frequency' column — only to find it's labeled differently in the export than it is in the UI
- Build a formula that converts annual amounts to monthly equivalents, discover that some subscriptions are weekly, and have to go back and update the formula
- Manually group the rows by payment form name using a pivot table, realize two forms have the same name with a trailing space, deduplicate, and then notice the totals still don't match the MoonClerk dashboard
The board call is in 48 hours. This kind of cleanup is exactly what it sounds like.
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 active subscription data and handle the frequency normalization — so you get MRR-ready numbers without the spreadsheet gymnastics.
Pull all MoonClerk subscriptions and group them by payment form name in my Excel sheet, showing the count and total MRR for each form
What You Get
- One summary row per payment form written to the specified worksheet
- Columns: form name, active subscription count, and total MRR (with all amounts normalized to monthly equivalents)
- Annual amounts divided by 12, weekly amounts multiplied by approximately 4.33 — the normalization happens before the grouping
- Forms sorted by MRR descending by default so the highest-revenue tiers appear first
What If the Data Is Not Quite Ready
I want the raw subscription rows before I build the summary
Fetch all active MoonClerk subscriptions and write customer name, plan amount, billing frequency, and form name into my Excel 'Subscriptions' worksheet — then add a column converting all amounts to monthly equivalents
Some customers have multiple active subscriptions and I want to deduplicate by customer
Pull all active MoonClerk subscriptions into the 'Subscriptions' worksheet with customer name, email, plan amount, billing frequency, and form name — flag any email address that appears more than once in a new column called 'Duplicate Customer'
I want to compare current MRR against last quarter's data in another worksheet
Fetch all active MoonClerk subscriptions and write them into 'Current Subs' with customer name, email, plan amount, billing frequency, form name, and monthly equivalent — then compare the customer emails against the 'Q3 Subs' worksheet and add a 'Status' column labeled 'Retained', 'New', or 'Churned'
Full MRR report with summary and deduplication in one shot
Fetch all active MoonClerk subscriptions, write them into 'Subscriptions Raw' with customer name, email, plan amount, billing frequency, form name, and monthly equivalent, deduplicate by email keeping the highest-value subscription, then create a grouped summary in a 'MRR Summary' worksheet with form name, count, and total MRR — flag any form where the name has a trailing space
One prompt from raw data to board-ready summary — without building pivot tables or writing frequency conversion formulas manually.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track billing or subscriber data — ask it to pull your active MoonClerk subscriptions with MRR already calculated per form. See also: exporting payments for reconciliation and the full MoonClerk overview.