The Scenario
You are a freelance developer. You log all hours in FreeAgent as timeslips. It is October 31st and you need to verify your hours before sending invoices tomorrow.
You have logged timeslips across six projects in October. You need a billing summary — project name, task, date, hours — for every timeslip this month so you can check the totals against what you planned to invoice.
The slow version:
- Open FreeAgent, navigate to My Money, go to Timeslips
- Filter by October date range
- Export to CSV — which does not include project totals, just individual timeslip rows
- Open the CSV, import into a Google Sheet
- Write a SUMIF formula to calculate hours per project
- Realize the project name column uses FreeAgent's internal project ID format, not the name you want
- Twenty minutes in and the summary is still not right.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that pulls FreeAgent timeslips and can build the grouped summary in the same pass.
Open the SheetXAI sidebar and type:
List all FreeAgent timeslips from 2025-10-01 to 2025-10-31 and write project name, task, date, and hours to columns A through D. After the last row, add a blank row and then a summary section showing total hours per project grouped by the project name in column A.
SheetXAI calls FreeAgent, pulls every October timeslip, writes the detail rows, and builds the per-project summary at the bottom. You have a billing verification sheet in under a minute.
What You Get
A timeslip sheet with:
- Columns A–D — project name, task, date, hours for each individual timeslip
- Summary section below — total hours per project, derived from the raw rows
- Project names as they appear in FreeAgent — no internal IDs
You can cross-check the summary totals against your intended invoice amounts before creating a single invoice. If a project total looks wrong, you can scroll up to the individual rows and find the discrepancy.
What If the Data Is Not Quite Ready
Timeslip exports are straightforward in structure but messy in practice.
When some timeslips are unbillable and should not be in the summary
FreeAgent lets you mark timeslips as unbillable. You want to exclude those from the billing verification.
List all FreeAgent timeslips from 2025-10-01 to 2025-10-31 where the timeslip is marked billable. Write project name, task, date, and hours into columns A through D. Add a per-project hours total below the data.
When you want to see average hourly rate alongside hours
You have different rates for different projects and want to verify that the hours × rate equals the invoice total.
Pull all billable FreeAgent timeslips for October 2025 and write project name, task, date, hours, and hourly rate into columns A through E. In column F, calculate the line total (hours × rate). After the data, add a project summary section showing total hours, total amount, and effective hourly rate per project.
When timeslips span multiple months and you need to filter to a specific billing window
You billed some October work in September and want to catch it.
List all FreeAgent timeslips where the date is between 2025-10-01 and 2025-10-31, regardless of when they were created. Write project name, task, date, hours, and billable status to columns A through E. Highlight any row in column F where the timeslip was created before October 1st with 'LATE LOG' so I can review those separately.
When you want the full pre-invoice package: pull timeslips, calculate totals, fetch project budgets, and flag overruns
Before invoicing, you want to know which projects went over budget in hours.
Pull all FreeAgent timeslips for October 2025 and write project name, task, date, and hours to columns A through D. After the raw data, add a summary section showing total hours per project. For each project, also fetch the project budget in hours from FreeAgent and write it to a budget column. In the next column, calculate budget minus actual hours and write 'OVER BUDGET' if negative or 'UNDER BUDGET' if positive.
The pattern: instead of exporting timeslips, calculating totals separately, and then checking budgets in FreeAgent, you describe the full picture in one prompt and get a pre-invoice verification sheet in one pass.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet, then ask it to pull your October FreeAgent timeslips with per-project totals. The FreeAgent integration is included in every SheetXAI plan. See also how to export FreeAgent projects for margin analysis or the FreeAgent in Google Sheets overview.