The Scenario
You are a finance director who got a question in a board meeting last Tuesday: how many of the company's recurring billing profiles are still active from contracts signed more than two years ago? Nobody in the room knew. Nobody had a workbook. The data was in Zoho Invoice and nobody had looked at it systematically.
You have 30 active recurring invoice profiles. Some are from current clients. Some are almost certainly from clients who churned but whose recurring invoices were never turned off.
The bad version:
- You go into Zoho Invoice, navigate to Recurring Invoices, and start reading through the list manually.
- The list view shows customer name and frequency but not the start date or the contract context.
- You open each profile individually to check the details, copy the relevant fields into a workbook by hand, and do this for all 30.
You need a reliable audit workbook, not a list you assembled by reading a UI and typing. An audit that took two hours to build manually is an audit that will not get updated next quarter.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls recurring invoice data directly from Zoho Invoice into a structured layout.
List all active recurring invoices in Zoho Invoice and write recurring invoice name into column A, customer name into column B, frequency into column C, next send date into column D, and amount into column E
What You Get
- All 30 active recurring profiles written into the workbook in one operation.
- Name, customer, frequency, next send date, and amount in clean columns.
- A baseline audit workbook you can share, filter, and refresh next quarter.
What If the Data Is Not Quite Ready
You want to flag profiles that have not been updated in over a year
List all Zoho Invoice recurring invoices with status active, write name into column A, customer into column B, frequency into column C, next send date into column D, amount into column E, and last modified date into column F; in column G write REVIEW if column F is more than 365 days ago
You want both active and stopped profiles for a complete audit
List all Zoho Invoice recurring invoices regardless of status, write name into column A, customer into column B, frequency into column C, amount into column D, status into column E, and next send date into column F; sort by column E and then by column B
You want monthly recurring revenue normalised from different frequencies
List all Zoho Invoice active recurring invoices, write name into column A, customer into column B, frequency into column C, amount into column D; in column E calculate the monthly equivalent — divide column D by 12 if frequency is annual, by 3 if quarterly, use as-is if monthly; sum column E into cell G1 as total MRR
The full subscription audit: pull, normalise, flag, and total
List all Zoho Invoice recurring invoices, write name into column A, customer into column B, frequency into column C, amount into column D, status into column E, last modified into column F; flag STALE in column G if column F is over 365 days ago and column E is active; write monthly equivalent into column H; sum column H for active profiles into cell J1
The pattern: pull the raw data and apply the audit logic in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull your Zoho Invoice recurring invoice profiles for a proper billing audit. See also export outstanding invoices and the Zoho Invoice hub.