The Scenario
The account manager at a mid-size agency gets the same Slack message around the 28th of every month: "Can you get me the unbilled hours for Acme Corp?" It's always the same client, always the same request, always the same process.
She opens MOCO. Filters by client. Sets the date range. Scrolls through, checking which entries are flagged as not invoiced. Exports a CSV. Opens it in Excel. Reformats the columns to match the invoice template. Pastes it into the Sheet she sends to finance.
The bad version:
- Export unbilled entries from MOCO as a CSV, then reformat columns to match the invoice template by hand.
- Notice the CSV has 90 rows across four projects and the date range includes a few entries from last month's already-invoiced batch — manually remove them.
- Rebuild the grouping by project because finance wants it that way, and the export doesn't come out grouped.
She is not a bookkeeper. She is an account manager. This is not her job — it's just something nobody else does.
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 unbilled activity records directly, no CSV export required.
Pull all unbilled MOCO activities for company Acme Corp from the last 30 days and list them in the Invoice Prep tab with employee, project, task, hours, and date columns
What You Get
- Every unbilled MOCO activity for that client lands in the Invoice Prep tab.
- Columns populate for employee name, project name, task name, hours, and date — in that order, ready for the invoice template.
- Only entries flagged as not invoiced in MOCO are included; already-invoiced records are excluded automatically.
- Row count appears at the bottom so you can spot-check the total before sending to finance.
What If the Data Is Not Quite Ready
I need it grouped by project, not flat
Pull all unbilled MOCO activities for Acme Corp from the last 30 days, group the results by project name, and write them to the Invoice Prep tab with a subtotal row per project
The date range needs to be a full calendar month, not rolling 30 days
Pull all unbilled MOCO activities for Acme Corp where the activity date falls between 2026-04-01 and 2026-04-30, and write employee, project, task, hours, and date to the Invoice Prep tab
I need to compare this month's unbilled hours against last month's invoiced total
Pull all unbilled MOCO activities for Acme Corp from 2026-04-01 to 2026-04-30 into column A through E. Then pull all invoiced activities for the same client from 2026-03-01 to 2026-03-31 into columns G through K so I can compare month over month.
Get the data, flag anything over budget, and prep the invoice layout in one shot
Pull all unbilled MOCO activities for Acme Corp from the last 30 days, group by project, add a column flagging any project where billable hours exceed the project budget, and format the output so it matches the Invoice Prep tab headers exactly
Finance gets a clean sheet. The comparison takes seconds, not the better part of an afternoon.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you use for invoice prep, then ask it to pull the unbilled MOCO entries for your next client. Also worth reading: the spoke on exporting open invoices for AR follow-up.