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Data & dashboardsAutomation
Invoice report
Core Climate · Heating and cooling, Central Pennsylvania
A daily accounts receivable report that builds itself and says what changed since yesterday.
Accounts receivable report, automated daily.
Every client name in these screens is invented. The real report shows third parties who never agreed to have their balance published.
01/Problem
- Billing was exported by hand, one file at a time.
- Sorting and aging were calculated manually, invoice by invoice.
- No alerts, and no comparison against the previous run.
02/Source data
- Billing exports (CSV) from the invoicing system.
03/Solution
- Collected, outstanding and at-risk totals at a glance.
- Collection rate as the single measure of billing health.
- A diff against the last run, so you see what moved.
- Connected with Tech Core PO and Financial OS, so the three systems work from the same numbers.
04/Impact
- Billing and collections are clear every morning, without anyone running a report.