Dashboards / Accounts receivable

Describe your dashboard. SluiceData builds it.

Tell the AI analyst what you need to understand. It connects your sources, defines the metrics, builds the dashboard — and proves every number back to source. One conversation, not a project.

You

I need one view of receivables: AR balance, DSO, the aging breakdown, and how collections are trending — all traced back to billing and the ledger.

SluiceData

Here's your accounts-receivable dashboard, built on your QuickBooks, Stripe and Xero data — in your own cloud. Here's what's in it, and how each number is proven ↓

finance_ar · your cloud Illustrative data

AR balance

$671K ▲ 4.7%

invoices − payments

Days sales outstanding

17 days ▼ 9.1%

AR ÷ net revenue × 30

Net revenue

$1.19M ▲ 15.2%

invoices − credits

Collections rate

92.4% ▲ 2.1%

payments ⋈ invoices

AR balance over time

monthly · Jan–Dec

AR by aging bucket

outstanding

0–30 days

31–60 days

61+ days

Receivables health · top accounts

Account	AR balance	DSO	Overdue	Status
Northwind Ltd	$142K	14 days	$0	current
Contoso Corp	$98K	22 days	$12K	watch
Globex Inc	$76K	31 days	$28K	watch

Here's what's in it — and how it's proven

Every number traces back to its source.

Other tools give you a reconciliation map. SluiceData goes further: click any KPI and see its formula → the exact compiled SQL → the source tables, and proof it reconciles. The AI planned it; deterministic code computed it.

metricDays sales outstanding = 17 days

formula(accounts_receivable ÷ net_revenue) × 30

compiled SQLSELECT (SUM(ar.balance) / SUM(r.net)) * 30 FROM ar_ledger ar JOIN revenue r ON …

sourcesquickbooks.invoices ⋈ stripe.payments ⋈ xero.ledger

reconciled✓ AR balance ties to the ledger to the cent

Anatomy

What belongs on an AR dashboard.

Who uses it

CFOs and controllers — the people who need cash-position and collections visibility, defensible in an audit.

Refresh

Daily or weekly, as invoices and payments land. Aging shifts and overdue spikes surface automatically.

How it's built

Describe it → the AI plans the metrics & joins → deterministic SQL compiles → it runs in your cloud → every number provable.

Describe the dashboard you need. Get it this week.

Connect a source and SluiceData builds your first governed, provable dashboard — in your own cloud.

Book a demo