Insights & Reporting
An executive read on DSO and its trend, cash collected, and what’s forecast to come — assembled from the same live book collectors already work from, available anytime from the homepage.
Book a demoFinance leaders piece the picture together from ERP exports and a spreadsheet — DSO, what came in, what’s coming — and it’s stale the moment it’s finished. Collectors work from a different list entirely. Everyone’s pulling the same numbers by hand, in different shapes, always a step behind the live book.
Why agents, not rulesBecause the agents applying cash and working collections keep the underlying AR data current, this is a view of that live book — not a monthly export project.
Applied cash. Worked collections. The book updates itself.
One live book
The agents applying cash and working collections keep the underlying AR data current, so DSO and cash figures reflect where things actually stand today (not a snapshot someone pulled last week).
The AR numbers, without the spreadsheet
One live book, two views:
The finance-leader read
DSO and its trend, the customers contributing the most to AR risk, cash collected, and a forward cash forecast — the executive view of AR without exporting and rebuilding it by hand. An opt-in Analytics view from the homepage toggle.
The collector’s worklist
The accounts to work and the aging detail behind them — the operational list, drawn from the same live data the leadership view uses, so the two never disagree.
Built on how you define AR
Whether an invoice needs to be issued or sent to count as open — and which statuses count at all — is something your team sets, not a definition we impose. That setting feeds both the DSO and cash forecast figures.
Always current
Because it sits on the AR the agents are actively working, the picture is live — not a number that was true the morning someone pulled the export.
The value isn’t a prettier chart — it’s that the DSO number, the trend, and the forecast are the same live data your team is already acting on, so nobody’s making decisions from a stale export.
See customer storiesOne live book
Every role’s view
Collector worklist and finance-leader read drawn from the same current data — no reconciling two versions of the truth.
Works with what you already run
Insights & reporting sit on the same live AR data the platform already maintains from your ERP, bank, and the agents’ work — NetSuite, Sage Intacct, Microsoft Dynamics 365, QuickBooks — so there’s no separate BI tool to wire up or data warehouse to feed.
View integrations
See your numbers take shape
Bring your ERP data and your edge cases — we’ll show you exactly how they become the executive view and collector worklist: DSO, its trend, and what’s forecast to come.