Reporting & insight
AR ageing, saved bookmarks, scheduled CSV exports, and calendar due views.
Tenant-scoped summaries, AR ageing buckets, bookmarked exports, and email schedules keep leadership and finance aligned.
AR ageing and KPIs
See current vs overdue buckets and paid totals by currency.
Scheduled exports
Email CSV packs on daily or weekly cadence via workspace SMTP.
Due-date calendar
Month view of invoice due dates for collections planning.