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CEO Weekly Action Briefing AI Audit

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250.00 250.0 USD 250.00

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AI Accounts Receivable DataXcel Executive

Terms and Conditions
30-day money-back guarantee
Shipping: 2-3 Business Days

What’s included

  • System-wide AR analysis covering both construction/job AR and service AR in a single unified briefing
  • AI-generated action items with specific next steps per client (demand letters, call schedules, lien notices, payment plans)
  • Aging breakdown by bucket (current, 1–30, 31–60, 61–90, 91+ days) with construction vs service split
  • Week-over-week collection and billing deltas so you can see momentum at a glance
  • Critical account escalation table prioritized by balance and days past due
  • Automatic Monday delivery — updated every week with live Sage 100 Contractor data

Who it’s for

  • Construction CEOs and company principals
  • Finance controllers and AR managers
  • Operations managers tracking cash flow

🤖 Requires DataXcel AI Services Add-on — $50/mo. This dashboard uses AI-powered analysis delivered weekly. Each AI Services subscription includes one AI-connected dashboard. View AI Services Add-on →

⚠️ Requires a DataXcel Core Subscription — $799/mo. You must be an active DataXcel subscriber to add this dashboard to your plan. View Core Subscription →

📊 Try it live — no login required

Explore a live demo of this dashboard using real sample data. Filters, charts, and drilldowns all work — no account needed.

🔗 Open Live Demo →