The Scenario
It's Wednesday afternoon. The small business owner needs every unpaid invoice from sevdesk dropped into the Excel cash-flow model before tomorrow's bank meeting. The model has a tab called Outstanding that needs: invoice number, customer name, amount, and due date — one row per unpaid invoice.
The default process has been to open sevdesk, set the status filter to open, scroll through the list, and type the values into the workbook. Last time this took 90 minutes for 60 invoices. Today there might be more.
The bad version:
- Open sevdesk, filter invoices to CONFIRMED status, scroll to the first one, read off the invoice number, open it to get the contact name and gross amount, note the due date, switch to Excel, type all four values, go back to sevdesk.
- Sevdesk's invoice list doesn't show all four fields in one view — you have to open each invoice to see the contact name and due date alongside the amount.
- By invoice 30, you've been at this for 45 minutes and the tab is still only half-full. The bank meeting is 9 AM tomorrow.
The bank doesn't want to hear about your data extraction process. They want to see your cash-flow numbers, and they want them accurate.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads the workbook context and pulls directly from sevdesk. The data arrives structured in the shape you need.
Pull every unpaid sevdesk invoice into the Aging sheet and color rows red where the due date has passed
What You Get
- Every unpaid (CONFIRMED) invoice from sevdesk written into the Aging worksheet — one row per invoice.
- Invoice number, customer name, gross amount, and due date populated for each row.
- Any row where the due date has already passed highlighted in red — visible overdue exposure at a glance.
- The workbook reflects sevdesk's current state at the moment you ran the prompt.
What If the Data Is Not Quite Ready
You need an aging bucket column — 0-30, 31-60, over 60 days
Pull every unpaid sevdesk invoice into the Aging sheet with invoice number, customer name, gross amount, and due date — add a column E that labels each row as CURRENT (not yet due), 1-30, 31-60, or OVER 60 based on how many days past due it is
The model already has last month's data — you only want invoices issued after a certain date added
Fetch all sevdesk CONFIRMED invoices created after 2026-04-01 and append any invoice numbers not already in column A of my Outstanding worksheet — add invoice number, customer name, gross amount, and due date for each new row
You need data for a single client only — checking one account's exposure before the meeting
Fetch all sevdesk CONFIRMED invoices for the contact named Richter Handels GmbH and write invoice number, gross amount, and due date into my Outstanding worksheet starting at A2 — write the total amount owed in cell B1
Full receivables snapshot: pull, sort by overdue days, flag, and total
Pull all sevdesk CONFIRMED invoices into my Outstanding worksheet with invoice number, customer name, gross amount, and due date — add a column E with days overdue (positive = past due, negative = not yet due) — sort rows by column E descending — highlight rows where column E exceeds 60 in red — write total gross outstanding into cell A1
The sort, flagging, and total in one prompt means the sheet arrives ready for the meeting, not as raw data you still have to process.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track receivables, then ask it to pull all open sevdesk invoices with whatever aging logic you need. When the snapshot is ready, you can also book incoming payments against the invoices that have cleared.