The Scenario
The accountant who handles year-end for the agency has a standing request: every purchase from the fiscal year, exported to a spreadsheet, before the first week of January. Supplier, invoice date, net amount, VAT code, payment status. In a format that maps to the accounting software.
It is December 29. The request came in on December 27. The agency owner sent it on to the ops team.
The bad version:
- Log into MOCO, navigate to Purchases, set the date range to January 1 through December 31, export to CSV.
- Open the CSV — realize the column names don't match what the accounting software expects.
- Rename the columns, reformat the date column from DD.MM.YYYY to YYYY-MM-DD, remove the rows that are draft or cancelled purchases that shouldn't be in the handoff.
- Pass it to the accountant, get a reply asking why the VAT breakdown isn't split into separate columns.
The actual data is all in MOCO. Getting it into the exact shape the accountant needs is where the time goes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and uses its built-in MOCO integration to pull the purchases data directly, formatted to your specification.
List all MOCO purchases from 2025 and write supplier name, invoice date, net amount, category, and status into my Purchases tab
What You Get
- One row per MOCO purchase record for the year.
- Columns: supplier name, invoice date (ISO format), net amount, category, and payment status.
- Draft and cancelled purchases are flagged in the status column — you decide whether to filter them.
- The Purchases tab reflects MOCO's data at the time of the pull.
What If the Data Is Not Quite Ready
I need VAT broken out into a separate column
List all MOCO purchases from 2025 and write supplier name, invoice date, net amount, VAT amount, gross amount, VAT code, and payment status to my Purchases tab
I need to exclude draft and cancelled purchases
List all MOCO purchases from 2025 where status is Paid or Pending and write supplier name, invoice date, net amount, and VAT code to my Purchases tab
I need to match these against expenses already in my accounting software to find gaps
Pull all MOCO purchases from 2025 into columns A through E of my Purchases tab. Then compare each entry against my Accounting Export tab (matched on supplier name and invoice date). Write a Matched column to column F showing Yes for entries found in both and No for gaps.
Pull all purchases, exclude drafts, split VAT, reconcile against the accounting export, and flag gaps in one shot
Pull all MOCO purchases from fiscal year 2025. Exclude draft and cancelled status. Split amounts into net, VAT, and gross columns. Match each against my Accounting Export tab by supplier and date. Flag unmatched entries. Write everything to my Purchases tab and add a Summary tab showing total matched value, total unmatched value, and a count of gaps by month.
The accountant has the file before New Year's Eve. The ops team sent one prompt.
Try It
Get the 7-day free trial of SheetXAI and open your bookkeeping spreadsheet, then ask it to pull all MOCO purchases for the fiscal year. See also the cashflow export spoke for the income side of the same reconciliation.