Track every outstanding receivable by aging bucket, monitor collection efficiency, and catch overdue accounts before they become write-offs.
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.
Finance teams managing collections
They need a single view of receivables by aging bucket, current, 30 days, 60 days, 90 plus, without exporting data and building pivot tables by hand. The collections team knows exactly which invoices need attention today, sorted by age and amount, without building the report from scratch.
Controllers and AR managers
They're tracking overdue percentages to catch deteriorating collection patterns before those turn into bad debt. Healthy businesses keep overdue AR under 10 to 15 percent, and when it creeps higher, this flags it immediately so they can investigate which accounts are driving the increase.
CFOs
They're watching whether revenue growth and AR growth are actually moving together, meaning the business is collecting what it sells, not just booking it. Total AR, total income, MRR, ARR, and operating cash flow sit side by side, so if revenue is growing but cash collections aren't keeping pace, the gap is visible immediately instead of buried until close.
Operations and sales leaders
They need to know which customer accounts are carrying overdue balances before their next conversation or renewal discussion, not find out after the fact from finance.
Auditors and compliance teams
They need a traceable, current view of receivables aging for reporting and audit prep. Every metric ties back to source transactions, so when someone asks how a number was calculated, there's a real answer instead of a formula in a spreadsheet.
Syncs directly with your accounting system, updated every night
Run anomaly and outlier checks to catch issues before they become problems
Ask questions about your data in plain English and get specific, data-backed answers
See where your metrics are heading, not just where they are today
Every number traces back to its source transaction for complete auditability
Combine data from QuickBooks, Xero, SAP, Google Sheets, and 290+ sources in one view
Control who sees what with organization-scoped permissions and tenant isolation
Start from proven templates and customize to your business instead of building from scratch
Generate boardroom-ready reports from any dashboard in one click