Solutions
Customer 360
One combined view of a customer's receivables, sales trend, buying cadence, and product-group mix.
ForOwnerAnalystAccounting MCP
- You want the full picture on one customer without five separate lookups.
How it works
A compact combined summary
Receivables and reconciliation, current-versus-comparison sales, buying cadence, top and missing product groups, and deterministic review flags — all for one exact customer ledger.
Evidence-based estimates, not forecasts
Segmentation, retention, and lifetime-value figures are transparent, evidence-based estimates from recency, frequency, and observed sales — never a guaranteed prediction.
The tools behind it
You never pick one of these — the planner does. These are the tools that answer this question.
A single, trustworthy snapshot before any customer conversation.
Frequently asked questions
Does this combine data across companies?
No — it's scoped to one exact customer ledger in one company/financial year, unless you've confirmed an approved canonical link.
Other solutions
- Ask your accounting data questionsGet a plain answer from ChatGPT or Claude instead of opening a report and filtering it yourself.
- Customer outstanding & collectionsSee who owes you money, how overdue they are, and a deterministic review order for follow-up.
- Sales analysis & trendsTrack sales by day, week, month, or quarter, compare periods, and spot growth or decline early.