Combine invoices, payments and customers. Connect QuickBooks or Xero for invoices, Stripe for payments and HubSpot for account owners, so every open balance has the context needed to follow up.
Group balances by age. Open invoices are sorted into standard aging buckets such as current, 1 to 30, 31 to 60, 61 to 90 and over 90 days, using the same rules every time.
Know where to focus. Sort by balance, age or customer, and get alerted when an account moves into a later aging bucket.
What you can track
- Accounts receivable (AR) aging by bucket
- Days sales outstanding (DSO)
- Overdue balance by customer
- Collection rate by month
- Average days to pay by customer
- Disputed or partially paid invoices
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