AI billing and receivables in one live view

Service businesses run on a stack that never talks to itself: a field management system, an accounting package, a phone system, payroll. The money questions, what is owed, what is aging, what is about to slip, require someone to open four tabs and reconcile by hand.

This is a custom AI billing dashboard fed by a single backend that aggregates all of those systems, so billing, accounts receivable and operations sit in one live picture.

AI accounts receivable, not just a report

Aging, outstanding balances and open items appear as live figures rather than a monthly export, with the field and crew context attached to each one, so a receivable is traceable back to the job it came from.

Three ways to reach the same data

It is exposed as a web app, as an embedded view, and as an MCP server, which means the same billing and AR data is queryable directly through Claude. You can ask what is aging past sixty days in plain language instead of building a report.

Shown industry-agnostically

We present it without naming the client. It stands as an example of the custom operations and receivables dashboards we build for service businesses, not a product tied to one company or vertical.