The Scenario
You are a finance analyst. Q1 just closed and you need to reconcile Rocketlane invoices against the accounting system before the quarterly close is finalized. You have sixty invoices in Rocketlane — some paid, some outstanding, some in draft — and you need all of them in a sheet with invoice number, customer name, project, amount, currency, status, and invoice date.
Your accounting system is the source of truth. Rocketlane is the operational record. Your job is to find the gaps before the CFO asks.
The slow version:
- Open Rocketlane's invoicing section
- Export a CSV, open it in Sheets
- Fix column names, remove unnecessary fields, reformat dates
- Paste into the reconciliation template
- Realize the export does not include the project name, only the project ID
- Go back into Rocketlane to look up project names for the sixty rows
- You spend two hours on data prep before you have done any actual reconciliation.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI pulls the invoices from Rocketlane and writes them to the sheet in the shape you need.
Open the SheetXAI sidebar and type:
Search Rocketlane invoices and write invoice number, customer name, project name, amount, currency, status, and invoice date into the 'Invoice Export' sheet.
SheetXAI queries Rocketlane's invoice data, resolves project names from project IDs, and writes every field to the Invoice Export sheet. No post-processing, no lookup columns.
What You Get
Every Rocketlane invoice, one row per invoice:
- Invoice number — for the accounting system lookup
- Customer name — for the customer-level reconciliation
- Project name — for the project-level reconciliation
- Amount and currency — for the revenue totals
- Status — paid, outstanding, draft, overdue
- Invoice date — for the period bucketing
The sheet is reconciliation-ready. Add a VLOOKUP against your accounting export and you have the gap analysis.
What If the Data Is Not Quite Ready
Invoice reconciliation is rarely one pass.
When you need to filter to Q1 only and exclude drafts
The full export has invoices from all periods and includes drafts that are not yet sent.
Export all Rocketlane invoices from Q1 2026 (January 1 to March 31) where status is not "Draft." Write invoice number, customer name, project name, amount, currency, status, and invoice date to the 'Q1 Invoice Export' sheet.
When you need to flag overdue invoices for follow-up
Some invoices have been outstanding for more than thirty days. You need to identify them before the CFO asks.
Export all Rocketlane invoices with status "Outstanding." Write them to the 'Overdue Review' sheet. In column H, calculate how many days since the invoice date. Write "OVERDUE" for any invoice where column H is more than 30 days and "OK" for the rest.
When you need to reconcile by customer, not by invoice
Your accounting system reconciles at the customer level. You need total billed and total paid per customer, not per invoice.
Export all Rocketlane invoices from Q1 2026. Group by customer name. Write a summary to the 'Customer Reconciliation' sheet with customer in column A, total invoiced in column B, total paid in column C, and outstanding balance (B minus C) in column D.
When you need to match Rocketlane invoices to accounting system entries
Your accounting export is in the 'Accounting' sheet. You want to find invoices that exist in Rocketlane but are missing from the accounting system.
Export all Rocketlane invoices from Q1 2026 to the 'Rocketlane Invoices' sheet. Then compare invoice numbers against column A of the 'Accounting' sheet. In column I of 'Rocketlane Invoices,' write "MATCHED" if the invoice number appears in the accounting export and "MISSING" if it does not.
The pattern: instead of exporting, cleaning, and cross-referencing manually, you describe the reconciliation logic and SheetXAI handles the data work.
Try It
Get the 7-day free trial of SheetXAI and open a blank or existing reconciliation sheet, then ask it to pull all Rocketlane invoices for the period you need. The Rocketlane integration is included in every plan. For related workflows, see how to export billable time entries for invoicing or the Rocketlane in Google Sheets overview.