Aging Reports and ARR Dashboards,
Live — Not Month-End.
LedgerUp gives finance real-time AR aging, ARR tracking, and collection forecasts pulled from live billing data — board-ready numbers without the spreadsheet ritual.
Month-end snapshots vs live visibility
If your aging report is an export someone formats every Friday, every decision made from it is already days old.
Without automation
- Aging report exported, formatted, and emailed — stale on arrival
- ARR tracked in a spreadsheet reconciled monthly, if it reconciles
- Board asks for current numbers; finance asks for three days
- Unapplied payments make aging look worse than it is
- No forecast of what’s actually collectible this month
With LedgerUp
- Aging buckets live, by customer, segment, and entity
- ARR movement tracked from actual contracts and invoices — not a parallel spreadsheet
- Board-ready DSO, aging, and forecast numbers on demand
- Same-day cash application keeps aging honest
- Collection forecasts from payment behavior, not hope
How real-time AR reporting works
From scattered billing data to one live picture of receivables and revenue.
Live data from your billing stack
LedgerUp reads invoice, payment, and subscription state continuously from Stripe, QuickBooks, NetSuite, Sage Intacct, or Xero. Reporting is built on the same live data Ari uses to run collections — not a separate export.
Aging that reflects reality
Because payments are applied same-day and disputes are tracked as exceptions, aging buckets show what’s genuinely outstanding — not payments waiting for application or disputed lines mixed in with delinquency.
ARR from contracts, not spreadsheets
ARR, expansion, and contraction are computed from actual signed contracts and invoice history — the same contract data Ari extracts at signature — so revenue metrics reconcile with billing by construction.
Alerts on movement, not just dashboards
Aging deterioration, a large account slipping buckets, a forecast shortfall — Ari pushes what changed to Slack, so finance acts on movement instead of discovering it at month-end.
Works with your existing stack
LedgerUp connects to the tools you already use — no migration required.
Reporting use cases
Who uses live AR visibility, and for what.
Board Reporting Without the Fire Drill
ARR, DSO, aging distribution, and collection forecasts — current as of today, exportable when the board deck is due. No quarter-end scramble to reconcile three spreadsheets.
A CFO pulls current ARR and a 30-day collection forecast the morning of the board meeting instead of assigning the ask three days in advance.
Deferred Revenue and Cash Receipt Forecasting
Live invoice schedules plus per-customer payment behavior produce a forward view of cash receipts — what’s billed, what’s due, and what history says will actually land.
Finance sees $410K due in the next 30 days with $362K forecast to collect, based on each account’s historical payment timing.
Aging Inside the CRM
AR status syncs to HubSpot and Salesforce, so account owners see open balances and aging on the account record — and collections context travels with the relationship.
A CSM preparing a QBR sees the account’s two open invoices and payment history without asking finance.
Good numbers come from good plumbing
Real-time reporting is a byproduct of automating the underlying workflow.
Cash application
Same-day payment matching is what keeps aging reports honest.
See cash applicationAR aging report guide
How to read, build, and act on aging reports — the complete guide.
Read the guideAR reporting FAQ
Common questions about real-time aging and ARR reporting with LedgerUp.
Where does the reporting data come from?
Directly from your billing and accounting systems — Stripe, QuickBooks, NetSuite, Sage Intacct, Xero — plus contract terms Ari extracted at signature and CRM context from HubSpot or Salesforce. There is no parallel data store to reconcile.
How is this more accurate than our ERP’s aging report?
The ERP report is only as current as your cash application. Because Ari applies payments same-day and isolates disputed amounts as exceptions, LedgerUp’s aging reflects genuinely outstanding balances — most manual processes overstate aging with unapplied cash.
Can ARR be tracked for hybrid subscription + usage models?
Yes. Committed subscription revenue comes from contract terms; usage-based revenue comes from metered invoice history, tracked as run-rate alongside committed ARR. Expansion and contraction are computed per account from actual billing.
What alerts can finance set?
Aging-bucket movement (an account slipping from 30 to 60), threshold breaches (over $50K total in 60+), DSO trend changes, and forecast shortfalls. Alerts land in Slack with the underlying accounts attached.
Does it handle multiple entities?
Yes — aging and ARR roll up across entities with per-entity drill-down, which matters once you’re billing from more than one subsidiary. See the multi-entity billing page for the billing side.
Can we export for board decks and auditors?
Yes. Any view exports with its underlying detail, and because metrics are computed from live billing data, the numbers tie back to your ledger — which shortens the auditor conversation considerably.