Before we look at your numbers, tell us how things feel.
Your honest answers help us calibrate what your data actually means for your business — not just what the numbers say in isolation.
How confident are you in your current collections process?
How often do customers pay you late?
When did you last formally review your credit terms with customers?
Step 2 of 5 — Your Industry
Your numbers only matter relative to your peers.
Select the category that best describes your business. This sets the benchmark your AR position will be measured against — so choose what fits, not what sounds best.
💡 Not sure of your SIC code? Select your industry above and we will automatically apply the right benchmark data. SIC codes are used by the IRS and D&B to classify businesses — yours may be on your business license or bank statements.
Step 3 of 5 — Your Data
Upload your AR aging report or enter it manually.
Export your aging report from QuickBooks, Xero, SAP, or any accounting system. We will guide you through mapping it to the right buckets — you stay in control of every field.
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Drop your aging report here
Supports exports from QuickBooks, Xero, SAP, NetSuite, and more
CSVXLSXXLS
✅File loaded
📋 Where to export: QuickBooks → Reports → Accounts Receivable Aging Detail → Export. Xero → Accounting → Reports → Aged Receivables. SAP → Transaction FBL5N → Export to spreadsheet.
Aging Bucket
Balance ($)
No. of Accounts
Current (0–30 days)
31–60 days
61–90 days
91–120 days
120+ days
Step 4 of 5 — Your Profile
Tell us how your business tracks receivables.
Match each aging bucket to the column in your export. We have made our best guess — confirm or correct each one. This is how we make the analysis yours.
Column Mapping
0 of 5 confirmed
📊 Each time you confirm a bucket mapping, we surface a quick insight about what that bucket typically means for businesses in your industry.
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Building Your AR Profile
Analyzing your portfolio against industry peers...
○ Reading your aging data
○ Calculating DSO and collection metrics
○ Benchmarking against your industry peers
○ Scoring your AR risk position
○ Generating your recommendations
Step 5 of 5 — Your Results
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Your AR Risk Assessment
Complete the steps to see your full analysis.
Your Aging Distribution
How your AR is spread across time buckets
Your Position vs. Peers
Industry benchmark comparison
Your Action Plan
One last question — from you.
Based on what you just saw, how equipped do you feel to address your AR position on your own?