Live AR aging and revenue dashboards
from NetSuite.
Pre-built Power BI templates for AR aging, revenue recognition, pipeline visibility, and executive KPIs. Updated automatically.
Your AR aging was correct when it was exported. That was Tuesday.
The visibility gap
AR aging delays
Collections team works from yesterday's data. By the time the aging report is pulled, the situation has already changed.
No pipeline visibility in BI
Sales data lives in CRM, financials in NetSuite. Getting a unified pipeline-to-revenue view requires manual stitching.
Revenue recognition complexity
ASC 606 compliance requires matching deferred revenue schedules with actuals. Spreadsheet-based tracking is error-prone.
Executive KPI lag
MRR, ARR, churn, and LTV calculations are done monthly in Excel. Leadership needs weekly or daily views to make decisions.
This morning's aging, not last week's. Invoices, credit memos and payments are joined in the warehouse, so the buckets move as cash does.
From ledger to revenue picture
Connect NetSuite once
Token-based authentication over native REST APIs. Invoices, payments, credit memos and revenue schedules are all reachable tables.
Billing data lands on a schedule
Incremental sync keeps AR, revenue and customer tables current through the day, in the same warehouse your CRM extract can join against.
Open dashboards that are already right
Pre-built Power BI templates for aging, revenue recognition and executive KPIs, with 100+ DAX measures calculated from live NetSuite data.
Live AR Aging Dashboard
Aging buckets (current, 30, 60, 90+ days) updated automatically from NetSuite, with the largest overdue accounts on top.
Executive KPI Dashboards
MRR, ARR, revenue by segment, customer concentration and growth metrics, all calculated from live NetSuite data.
Multi-Destination Sync
The same NetSuite data flowing to Power BI for dashboards, Snowflake for analytics, and SQL Server for operational reporting.
75% faster reporting. AR aging visible in real-time instead of weekly snapshots. Executive dashboards refreshed automatically, not manually.