Late payments cost more than the invoice amount. They tie up working capital, distort your cash forecast, and quietly erode the financial health of your business. This dashboard gives your finance team complete visibility into accounts receivable aging, collection effectiveness, and cash impact so nothing slips past 90 days without someone knowing about it. Every metric is calculated automatically from your live accounting data, updated with every invoice and payment, and traceable back to the source. When something looks off, you can run HeronAI's anomaly detection and outlier detection to pinpoint exactly what changed and why. Need context fast? Ask Aimee which customers are past due or why DSO spiked this month and get a data-backed answer in seconds.

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Who this is for

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Finance teams managing collections who need a single view of receivables by aging bucket without exporting data and building pivot tables manually.

Controllers and AR managers tracking overdue percentages who want to catch deteriorating collection patterns before they turn into bad debt.

CFOs monitoring the relationship between revenue growth and AR growth to ensure the business is actually collecting what it sells.

Operations and sales leaders who need to know which customer accounts have overdue balances before their next conversation or renewal discussion.

Auditors and compliance teams who need a traceable, current view of receivables aging for reporting and audit preparation.

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Best use cases

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Daily collections prioritization: See every receivable broken down by aging bucket: current, 30 days, 60 days, and 90 plus. Your collections team knows exactly which invoices need attention today, sorted by age and amount, without building a report from scratch.

DSO monitoring and benchmarking: Days Sales Outstanding tells you how long it takes to convert a sale into cash. Track DSO over time to see whether your collection process is improving or deteriorating. When DSO rises, you catch it early enough to adjust before it impacts cash flow.

Overdue percentage tracking: The overdue receivables metric shows what percentage of your total AR is past due. Healthy businesses keep this under 10 to 15 percent. When it creeps higher, this dashboard flags it immediately so you can investigate which accounts are driving the increase.

Bad debt prevention: Receivables that sit in the 90 plus day bucket are the ones most likely to become write-offs. This dashboard surfaces them early and tracks bad debt expense alongside total AR so you can see the relationship between aging and actual losses.

Cash flow and revenue alignment: Total AR, total income, MRR, ARR, and operating cash flow sit side by side. When revenue is growing but cash collections are not keeping pace, the gap becomes visible immediately. Your team can investigate whether the issue is timing, customer behavior, or billing process.

Board and investor reporting: Pull up live AR metrics before a board meeting. Total receivables, DSO, overdue percentage, and collection trends are always current and always traceable. No slide deck to rebuild, no numbers to manually reconcile.

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Getting started

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Step 1: Connect your accounting system: Link QuickBooks, Xero, SAP, or any supported source to HeronAI. The connection takes about two minutes and your data starts flowing immediately.

Step 2: Your dashboard is ready: HeronAI automatically calculates AR aging buckets, DSO, overdue percentages, collection effectiveness, and cash flow impact from your live data. No configuration needed.

Step 3: Start using it: Bookmark the dashboard, share it with your collections team, or review it every morning before your first call. The numbers are always current, always traceable, and always accurate.

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