The Scenario
You are a finance analyst. Q1 just closed and you need to reconcile Rocketlane invoices against the accounting system before the quarterly close. You have sixty invoices in Rocketlane — some paid, some outstanding, some in draft — and you need all of them in a workbook tab with invoice number, customer name, project, amount, currency, status, and invoice date.
The slow version:
- Open Rocketlane's invoicing section
- Export a CSV, open it in Excel, fix column names, reformat dates
- Paste into the reconciliation template
- Realize the export does not include project names, only project IDs
- Look up project names manually for sixty rows
- Two hours of data prep before you have done any actual reconciliation.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the invoices from Rocketlane and writes them to the workbook in the shape you need.
Open the SheetXAI sidebar and type:
Export all Rocketlane invoices from Q1 2025 into the Billing Reconciliation tab — one row per invoice with number, customer, amount, and paid/unpaid status.
SheetXAI queries Rocketlane's invoice data, resolves project names from project IDs, and writes every field to the Billing Reconciliation tab. No post-processing, no lookup columns.
What You Get
Every Rocketlane invoice from Q1, one row per invoice in the Billing Reconciliation tab:
- Invoice number — for the accounting system lookup
- Customer name — for the customer-level reconciliation
- Amount — for the revenue totals
- Status — paid, outstanding, draft, overdue
The tab is reconciliation-ready. Add a VLOOKUP against your accounting export and you have the gap analysis.
What If the Data Is Not Quite Ready
Invoice reconciliation is rarely one pass.
When you need to filter to Q1 and exclude drafts
Export all Rocketlane invoices from Q1 2026 (January 1 to March 31) where status is not "Draft." Write invoice number, customer name, project name, amount, currency, status, and invoice date to the Q1 Invoice Export tab.
When you need to flag overdue invoices
Some invoices have been outstanding for more than thirty days.
Export all Rocketlane invoices with status "Outstanding." Write them to the Overdue Review tab. In column H, calculate days since invoice date. Write "OVERDUE" for any invoice more than 30 days old and "OK" for the rest.
When you need to reconcile by customer, not by invoice
Your accounting system reconciles at the customer level.
Export all Rocketlane invoices from Q1 2026. Group by customer name. Write a summary to the Customer Reconciliation tab with customer in column A, total invoiced in column B, total paid in column C, and outstanding balance (B minus C) in column D.
When you need to match Rocketlane invoices to accounting system entries
Your accounting export is in the Accounting tab. You want to find invoices that exist in Rocketlane but are missing from the accounting system.
Export all Rocketlane invoices from Q1 2026 to the Rocketlane Invoices tab. Compare invoice numbers against column A of the Accounting tab. In column I of Rocketlane Invoices, write "MATCHED" if the invoice number appears in the accounting export and "MISSING" if it does not.
Try It
Get the 7-day free trial of SheetXAI and open a blank or existing reconciliation workbook, then ask it to pull all Rocketlane invoices for the period you need. The Rocketlane integration is included in every plan. For related workflows, see how to export billable time entries for invoicing or the Rocketlane in Excel overview.