What reports does Settle provide?

Settle delivers real-time DSO, AR aging, payment performance, dispute aging, cash forecast, and team accountability — built continuously from source data.

Are the reports real-time?

Yes. Settle's reports reflect current invoice state, not a weekly spreadsheet snapshot, so you're acting on today's reality.

Can I see which account manager has the cleanest collections?

Yes. Settle's team accountability reporting shows per-owner performance without manual analysis.

Settle

Reports

Real-time AR reporting you can take to the board.

DSO, AR aging, payment performance, dispute aging, cash forecast, team accountability — real-time, drill-down-able. The reports your team builds Monday morning from a spreadsheet are built by Settle constantly, from the source data.

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The numbers that are always a week behind.

Our AR aging report is built from memory by an analyst, then redone every Monday.

DSO trend lives in a separate spreadsheet that's a quarter behind reality.

I can't tell which account manager has the cleanest collections without manual analysis.

Cash forecast is a guess because invoice state is scattered across people and tools.

Numbers that are simply current.

Open the aging report and see today.

Settle shows today's actual aging, not last Monday's snapshot or the analyst's reconstruction. Today's actual aging, current to the latest invoice state change.

Show the board a DSO trend you can defend.

Settle tracks real-time DSO, drillable to the invoice. The trend line is the truth — and you can show what drove every move.

Run 1:1s with data, not opinions.

Settle measures per-person collection performance — days-to-pay, resolved disputes, escalations handled. The conversation with your AR analyst has numbers behind it.

Forecast cash from what's actually happening.

Settle forecasts what's coming, what's stuck, and what's at risk from live workflow state. Treasury can plan against it. The forecast holds.

DSO, aging, and forecast in real time.

See AR aging that's current, not stale

Configurable buckets. Drill to the invoice. Filter by customer, AM, status, dispute. Always reflects today.

Watch DSO move week over week

Trend lines you can show the board without preface. Drill into what drove the change. Daily, weekly, monthly views.

Compare payment performance by customer or AM

Days-to-pay, on-time rate, escalation rate — per customer, per AM, per segment. The relationship has data behind it.

Track which dispute types age the worst

Open disputes, days open, by reason, by who needs to act next. The queue you can actually act on.

Forecast cash from real workflow state

Not a guess. Real invoice state, real commitments, real disputes — projected into the cash that lands when.

Show each person their collection performance

Per-person metrics for AR analysts, AMs, owners. The 1:1 starts with numbers, not opinions.

Questions, answered

Always know where your cash is, in real time.

Start free in minutes, no credit card. Or grab 15 minutes and we'll run it on your own invoices.

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