Invoice intelligence dashboard
Replacing aged-receivables spreadsheets with a single dashboard that flags risk before the invoice goes overdue.
The problem
Owners were reading aged-receivables out of QuickBooks and three Excel sheets. Nobody could see which customers were quietly drifting, returning more product than usual, or about to churn — until the cash flow already hurt.
What we built
A web dashboard that pulls QuickBooks and their CRM nightly, layered with an AI risk model that watches return rate, payment cadence, and order volume per customer.
- Customer-level return % with 12-week trend lines
- Predicted late-payer flags before the due date
- Friday email brief: "the three things to act on this week"
- One-click export of risk accounts for the sales team