The Scenario
You're a SaaS founder who uses MoonClerk for billing. Someone on the team built a spreadsheet last year that was supposed to track MRR. It has a tab called 'Subscriptions' with some data from Q3. It's now Q2 of the following year. Nobody knows how many active subscriptions there are, which payment form drives the most revenue, or whether the monthly and annual plans are breaking down the way you think they are.
You need the real numbers before a board call Friday.
The bad version:
- Export the subscriber list from MoonClerk as CSV, open it in a new tab, and start looking for a 'billing frequency' column — only to find it's labeled differently in the export than it is in the UI
- Build a formula that converts annual amounts to monthly equivalents, discover that some subscriptions are weekly, and have to go back and update the formula
- Manually group the rows by payment form name using a pivot table, realize two forms have the same name with a trailing space, deduplicate, and then notice the totals still don't match the MoonClerk dashboard
The board call is in 48 hours. This kind of cleanup is exactly what it sounds like.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you're working with, and through its built-in MoonClerk integration can pull your active subscription data and do the frequency normalization for you — so you get MRR-ready numbers without the spreadsheet gymnastics.
Fetch all active MoonClerk subscriptions and write customer name, plan amount, billing frequency, and form name into my sheet — then add a column converting all amounts to monthly equivalents
What You Get
- One row per active subscription written to the sheet
- Columns: customer name, plan amount, billing frequency (Monthly, Annual, Weekly — as MoonClerk stores them), form name, and a calculated Monthly Equivalent column
- Annual amounts divided by 12, weekly amounts multiplied by ~4.33 — the normalization happens inline
- Rows sorted by form name by default so grouping is easy
What If the Data Is Not Quite Ready
I need a summary of MRR per form, not just the raw rows
Fetch all active MoonClerk subscriptions and group them by payment form name in the 'MRR by Form' tab — show the count of active subscriptions and total MRR for each form, with all amounts normalized to monthly equivalents
Some customers have multiple active subscriptions and I want to deduplicate by customer
Pull all active MoonClerk subscriptions into the 'Subscriptions' tab with customer name, email, plan amount, billing frequency, and form name — flag any email address that appears more than once in a new column called 'Duplicate Customer'
I want to cross-reference against last quarter's list to see net adds and churns
Fetch all active MoonClerk subscriptions and write them into the 'Current Subs' tab, then compare the customer emails against the 'Q3 Subs' tab — add a column called 'Status' and label each row as 'Retained', 'New', or 'Churned' based on whether the email was present last quarter
Full MRR report with cleanup and summary in one shot
Fetch all active MoonClerk subscriptions, write them into 'Subscriptions Raw' with customer name, email, plan amount, billing frequency, form name, and monthly equivalent, deduplicate by email keeping the highest-value subscription, then create a summary in 'MRR Summary' grouped by form name with count and total MRR — flag any form where the name has a trailing space
The faster path: skip the multi-step pivot workflow and ask for the grouped summary and the deduplication logic in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you track your billing or subscriber data — ask it to pull your active MoonClerk subscriptions with monthly equivalents already calculated. See also: exporting payments for reconciliation and the full MoonClerk overview.