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Your Xero accounts receivable dashboard, every invoice traced to collection.

AR balance, days sales outstanding, and aging breakdown modeled from your Xero invoices, journal entries, and cash movements, with Stripe payment data for the full collection picture.

See how to build one in Definite
What’s in a xero accounts receivable dashboard?

What’s in a xero accounts receivable dashboard?

An accounts receivable dashboard built on Xero models what customers owe from the objects Xero already tracks: invoices, cash movements, journal entries, and contacts. AR balance comes from open invoices against the receivables account, DSO from the gap between invoice date and payment clearing, and aging from how long each invoice has been outstanding. The version worth managing cash on ties every metric back to the Xero object that produced it.

Xero's aged receivables report gives you a snapshot but not the trend — no DSO over time, no way to see which invoices are driving the 90-day bucket, no reconciliation against actual payment collection. When AR balance, DSO, and aging come from governed definitions over your Xero data, you catch the collection slowdown before it becomes a cash flow problem.

Who it’s forCFOs, controllers, and AR managers who use Xero for accounting.

CadenceRefreshed daily; reviewed weekly and at monthly close.

Built fromXero, Stripe

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You
Show me receivables from our Xero ledger: AR balance, DSO, aging breakdown, and collection trends, all traced back to invoices and journal entries in Xero.
✦ Fi
Here's your xero accounts receivable dashboard, on your Xero and Stripe data.
Here’s what’s in it

The top row leads with the 4 numbers that matter most: AR balance, Days sales outstanding, Net revenue, Gross revenue. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (AR balance over time, DSO trend) show how the headline numbers have moved over time. A breakdown (AR by aging bucket) splits the metric by dimension so you can see what's driving the total. A detail table (Receivables health) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

AR balance

$637K▲ 6.7%
Data ▾
PeriodAccounts Receivable
Jan$464K
Feb$492K
Mar$541K
Apr$543K
May$584K
Jun$582K
Jul$607K
Aug$605K
Sep$582K
Oct$550K
Nov$597K
Dec$637K

Days sales outstanding

16 days▲ 8.9%
Data ▾
PeriodDays Sales Outstanding
Jan23
Feb23
Mar27
Apr24
May23
Jun21
Jul22
Aug19
Sep17
Oct15
Nov15
Dec16

Net revenue

$1.19M▼ 2.1%
Data ▾
PeriodNet Revenue
Jan$611K
Feb$651K
Mar$590K
Apr$675K
May$746K
Jun$815K
Jul$829K
Aug$940K
Sep$1.03M
Oct$1.09M
Nov$1.22M
Dec$1.19M

Gross revenue

$1.20M▼ 2.0%
Data ▾
PeriodGross Revenue
Jan$622K
Feb$660K
Mar$599K
Apr$688K
May$756K
Jun$826K
Jul$840K
Aug$952K
Sep$1.04M
Oct$1.10M
Nov$1.23M
Dec$1.20M

AR balance over time

450,000 480,000 510,000 540,000 570,000 600,000 630,000 660,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodAccounts Receivable
Jan$464K
Feb$492K
Mar$541K
Apr$543K
May$584K
Jun$582K
Jul$607K
Aug$605K
Sep$582K
Oct$550K
Nov$597K
Dec$637K

AR by aging bucket

aging A aging B aging C 50,000 100,000 150,000 200,000 250,000 300,000
Data ▾
AgingAccounts Receivable
aging A$133K
aging B$199K
aging C$305K

DSO trend

14 16 18 20 22 24 26 28 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodDays Sales Outstanding
Jan23
Feb23
Mar27
Apr24
May23
Jun21
Jul22
Aug19
Sep17
Oct15
Nov15
Dec16

Receivables health

Accounts Receivable$637K▲ 6.7%
Days Sales Outstanding16▲ 8.9%
Net Revenue$1.19M▼ 2.1%
✦ Fi
Anything else I can do for you?
You
Why did DSO increase last month based on our Xero payment clearing dates?Which Xero contacts have the most overdue invoices?Show me the Xero invoices driving the 90+ day aging bucket.How has DSO trended over the last six months of collections in Xero?Break AR balance by Xero tracking category instead of aging.Trace this month's AR balance back to the open invoices in Xero.Break AR balance by aging bucket so I can see which Xero invoices are current versus overdue.Add DSO trend from Xero cash movements and flag any month where it exceeded the target.Show me the largest open Xero invoices by contact and tracking category.
  • Why did DSO increase last month based on our Xero payment clearing dates?
  • Which Xero contacts have the most overdue invoices?
  • Show me the Xero invoices driving the 90+ day aging bucket.
  • How has DSO trended over the last six months of collections in Xero?
  • Break AR balance by Xero tracking category instead of aging.
  • Trace this month's AR balance back to the open invoices in Xero.
  • Break AR balance by aging bucket so I can see which Xero invoices are current versus overdue.
  • Add DSO trend from Xero cash movements and flag any month where it exceeded the target.
  • Show me the largest open Xero invoices by contact and tracking category.
First version in a dayFree to start, flat pricingNo infrastructure to set up
§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

Xero
◆ InvoiceAccounts ReceivableDays Sales OutstandingNet RevenueGross Revenue
Stripe
◆ InvoiceAccounts ReceivableDays Sales OutstandingNet RevenueGross Revenue
◆ Balance Transaction (Ledger)Days Sales OutstandingNet RevenueGross Revenue
◆ PaymentDays Sales OutstandingNet Revenue
MetricWhat it measuresHow it's calculatedSources
Days Sales Outstanding—(Accounts Receivable ÷ Net Revenue) × 30Xero, Stripe
Net RevenueRevenue you actually keep after refunds and credits, not what you originally billed.Gross Revenue − Refunds & CreditsStripe, Xero
§ Then do something about it

Have our agent watch for you

A xero accounts receivable dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

Agents for this stack
Autonomous agent · watch churn
Watch
A metric you choose
net revenue churn
→
Judge
One condition
> 5% week-over-week
→
Act
One action
alert #revenue + open doc
◄──── then waits · cooldown 24h before it can act again ────
Scoped to a single metric and a single action. You arm it; you can disarm it anytime.
§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your xero accounts receivable dashboard

From signup to a working dashboard in one sitting. No data team required.

01

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →
02

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

03

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

04

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Xero's aged receivables report snapshots balances at a point in time and counts partially paid invoices differently than a modeled AR balance. This dashboard computes AR from Xero invoices and cash movements continuously, so the balance reflects what is actually outstanding, not just what the last Xero report showed.
Xero provides invoices, journal entries, cash movements, and the chart of accounts — the ledger side of AR. Adding Stripe gives you payment-level detail for collection timing. Definite syncs both and models receivables from them.
It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. DSO is computed from AR balance and net revenue by the formula in the metric table. Connect Xero and Fi builds the same view from your data.
Tell Fi what you need, the way the prompt above reads. Fi connects Xero, proposes the AR metrics from your invoice and journal entry objects, and you refine by asking follow-ups. The first version traces every receivable without a spreadsheet.
Yes. Connect both sources and Fi matches Stripe payments against Xero invoices, so AR on the screen ties to the ledger and you see exactly which payments have cleared and which are still outstanding.

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