The Scenario
Your Excel cash-flow model has a tab called Outstanding Receivables that you update manually every week. The source is always the same: you open sevdesk, filter invoices by status, scroll through the list, and start typing invoice numbers, client names, amounts, and due dates into the spreadsheet one by one.
It's Thursday. You have a 9 AM call with the founders tomorrow and they want the aging snapshot updated before then.
The bad version:
- Log into sevdesk, filter to Confirmed invoices, export to PDF — which doesn't paste cleanly into a spreadsheet.
- Switch to the API docs, realize there's no one-click spreadsheet export, and start manually transcribing the list.
- Midway through, you get interrupted. When you come back, you're not sure which row you were on. You finish the list and later discover you skipped three invoices because the sevdesk pagination reset when your session timed out.
The founders want a clean picture of what's outstanding. They're not asking about your process — they're asking for a number. What you're doing to produce it is invisible until something goes wrong.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Google Sheets that reads the sheet context and pulls from sevdesk directly. Ask it for the data in the shape you need, and it lands structured.
Fetch all sevdesk invoices with status CONFIRMED, write invoice number, contact name, gross amount, and due date into my Open Invoices sheet starting at A2, then add a formula in column E calculating days overdue from today
What You Get
- Every confirmed (unpaid) invoice from sevdesk written into your sheet, one row per invoice.
- Columns populated: invoice number, contact name, gross amount, due date.
- A formula in column E that calculates how many days overdue each invoice is — positive values are past due, negative means it's not due yet.
- The sheet reflects the current state of sevdesk at the moment you ran the prompt — a true point-in-time snapshot.
What If the Data Is Not Quite Ready
You also want invoices flagged by aging bucket — 0-30, 31-60, 60+ days
Fetch all sevdesk CONFIRMED invoices and write invoice number, contact name, gross amount, and due date into my Aging sheet at A2 — then add a column F that labels each row: CURRENT if not yet due, 1-30 if 1 to 30 days overdue, 31-60 if 31 to 60 days, OVER 60 if more than 60 days past due
The sheet already has last week's data and you only want new invoices added
Fetch all sevdesk CONFIRMED invoices created after 2026-05-01 and append any invoice numbers not already in column A of my Open Invoices sheet — add invoice number, contact name, gross amount, and due date for each new row
You want the data for a specific client only — checking one account's exposure
Fetch all sevdesk CONFIRMED invoices for the contact named Meyers GmbH and write invoice number, gross amount, and due date into my Client Aging sheet starting at A2 — add a SUM of gross amount in cell B1
Full cleanup and analysis in one prompt: filter, sort, flag, and total
Fetch all sevdesk CONFIRMED invoices, write invoice number, contact name, gross amount, and due date into my Open Invoices sheet at A2, add a column E with days overdue, sort the rows by column E descending, highlight any row where days overdue exceeds 60 in red, and write the total gross amount outstanding into cell A1
The single-prompt approach means you get a fully formatted, sorted, highlighted sheet in one run — rather than pulling the data, then going back in to sort it, then going back in again to add the conditional formatting.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you track receivables, then ask it to pull all open sevdesk invoices with aging calculations. When you're ready to take the next step, see how to book incoming payments against those invoices once they clear.