SkyLimit
Group.
How F9XR Team built a custom real-time accounts receivable dashboard that cut DSO by 40% and saved 15 hours per week for a 45-person financial services firm. See our latest announcements for more project updates.
40%
DSO Cut
15h
Saved Weekly
100%
Accuracy
Project Overview
Client: SkyLimit Group, a 45-person financial services firm specializing in accounts receivable management.
Goal: Replace manual spreadsheet-based AR tracking with a real-time dashboard that provides instant visibility into aging buckets and collection performance.
Audience: Finance team, controllers, and executive leadership who need real-time AR insights for cash flow management.
Stack: React, D3.js, WebSocket for real-time updates, REST API integration with existing ERP system.
The Challenge
Spreadsheet Chaos
The finance team tracked AR aging across multiple Excel spreadsheets, each maintained by different team members. Data was duplicated, formulas broke frequently, and version control was non-existent. Finding the true AR position required hours of reconciliation each week.
Delayed Insights
By the time reports were compiled, the data was already stale. Management made cash flow decisions based on week-old numbers, leading to missed collection windows and extended DSO cycles that hurt working capital.
Manual Labor
Team members spent 15+ hours per week manually updating spreadsheets, sending follow-up reminders, and preparing aging reports for leadership. This time could be better spent on strategic collection activities and client relationships.
No Real-Time Visibility
Leadership had no way to check AR status outside of scheduled reporting cycles. Urgent issues like large overdue accounts or trending delays went unnoticed until the next weekly review, often too late to take corrective action.
The Solution
F9XR Team engineered a custom real-time AR aging dashboard that integrates directly with SkyLimit's existing ERP system. The dashboard provides instant visibility into every aspect of accounts receivable, from high-level aging buckets to individual invoice details.
Real-Time Sync
WebSocket-powered live updates ensure the dashboard always reflects the latest AR data. No manual refreshes, no stale numbers.
Interactive Charts
D3.js-powered visualizations show aging trends, collection rates, and bucket distributions. Drill down from summary to individual invoices with one click.
Smart Filtering
Filter by client, date range, aging bucket, or amount. Save custom views for different team members and reporting needs.
Smart Alerts
Automated notifications for overdue accounts, approaching thresholds, and unusual patterns. Email and in-app alerts keep the team proactive.
One-Click Reports
Generate and export AR aging reports in PDF or Excel format with a single click. Scheduled reports are automatically sent to leadership each week.
Role-Based Access
Granular permissions ensure team members see only the data relevant to their role. Controllers get full access, while collectors see their assigned accounts.
Measurable Impact.
40% DSO Reduction
From 52 days to 31 days average Days Sales Outstanding
15 Hours Saved Weekly
Team redirected from manual data entry to strategic collections
100% Data Accuracy
Eliminated formula errors and version conflicts from spreadsheets
Real-Time Visibility
Leadership can check AR status anytime from any device
Testimonial
Finance Director
"We went from spending half our week reconciling spreadsheets to having instant visibility into our entire AR portfolio. The dashboard paid for itself in the first month through faster collections alone."
SkyLimit Group
Financial Services
Engineered for Performance.
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Dashboard?
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