The Scenario
Your Friday AR meeting is in three hours and you just got a message from the VP of Finance: she wants to know which invoices are overdue before she gets on the call. You have 45 open invoices in Mercury. You've exported the invoice list before — it comes out as a CSV with inconsistent date formats, no overdue flag, and a status column that says "outstanding" instead of "unpaid" depending on which browser you used to export it.
The bad version:
- Export the Mercury invoice list as a CSV
- Open it, find the due date column, manually compare each date against today's date
- Add an OVERDUE column by hand, mark the ones where due date is before today and status is not paid, then sort
You're not an accountant. Manually flagging overdue invoices by eyeballing dates is the kind of work that produces errors at exactly the moment it matters — right before a meeting with the CFO.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Mercury and pulls your full invoice list — customer names, amounts, due dates, statuses — with whatever logic you need applied inline.
List all Mercury invoices and write customer name, invoice amount, due date, and status into columns A through D, then in column E write 'OVERDUE' if the due date is before today and status is not 'paid'
What You Get
- Column A: customer name from the Mercury invoice
- Column B: invoice amount as a number
- Column C: due date formatted as a date value
- Column D: current status (paid, outstanding, etc.)
- Column E: 'OVERDUE' for any invoice where due date is before today and status is unpaid — blank otherwise
What If the Data Is Not Quite Ready
I need invoices grouped by status in separate tabs
Pull all Mercury invoices and group them by status in separate tabs of this workbook — one tab for paid, one for unpaid, one for overdue — each showing customer name, amount, and due date
I want to calculate how many days overdue each invoice is
Fetch all Mercury invoices, write customer name, amount, due date, and status into columns A through D, then in column E calculate the number of days overdue as today's date minus the due date — show 0 for invoices that are not yet due
Cross-reference Mercury invoices against my internal client list
List all Mercury invoices and write customer name and invoice amount into columns A and B, then check each customer name in column A against the client names in column D of this sheet and write 'matched' or 'no match' in column C
Pull all invoices, flag overdue ones, and calculate total outstanding in one pass
List all Mercury invoices, write customer name, amount, due date, and status into columns A through D, flag overdue ones in column E, then in cell G1 write the total unpaid amount and in G2 write the total overdue amount separately
Combining the data pull, the conditional flag, and the summary calculations into one prompt means the sheet is ready for the meeting rather than ready for more work.
Try It
Get the 7-day free trial of SheetXAI and open your accounts receivable Google Sheet, then ask it to pull and flag your Mercury invoices before your next AR meeting. To also pull account balances into the same workbook, see the treasury dashboard spoke.