See exactly how old your money is. Everything outstanding, bucketed into 0 to 30, 31 to 60, 61 to 90, and over 90 days, with totals per bucket, per client, and a plain sentence about which accounts are drifting. The report finance teams build by hand every month, built once and then always current.
The Finance Tracker Dashboard is a live Taskade Genesis app you can read on this page. It groups and totals money you already track, which is the machinery an aging report runs on, though the buckets and the overdue logic are yours to define. Look at how the totals combine, then click "Use this app" to clone and own a copy in about ten seconds and add the 0-30, 31-60, 61-90, and 90+ columns described below.
The build gives you the aging calculation and the interpretation. Each open invoice lands in a bucket based on days past due, totals roll up by client and by bucket, and the concentration risk is called out: one client holding 60 percent of your over-90 balance is a different problem from ten clients holding six percent each. The agent writes the summary a director actually reads, flags accounts that have moved a bucket since last month, and proposes an action per account rather than leaving you with a table and a bad feeling.
Workspace DNA is what turns an aging table into a decision. Memory holds the history behind each balance, including what has already been tried, so a recommendation is never made in ignorance of last month's phone call. Intelligence, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, interprets the movement between buckets and explains it in a paragraph a busy person will actually read. Execution recalculates, reports, and escalates on the cadence you set.
The AI agents in the app carry 34 built-in tools, and persistent memory plus file analysis let the agent absorb an exported ledger and reconcile it against what the app already knows. Ask why the over-90 balance grew and the answer names the invoices and the reasons rather than restating the number you can already see.
The behavioural change is worth more than the report. Teams that look at aging weekly chase earlier, and chasing earlier is by far the strongest predictor of getting paid. A balance at 40 days is a conversation. The same balance at 120 days is a negotiation.
Read it the way that suits the audience:
- Table view for the aging grid with client rows and bucket columns
- Board view to group open invoices by age bucket
- List view for the written summary and the action list
- Calendar view to see when the current buckets fall due
- Plus the rest of the 7 project views
Automations keep it live. A scheduled Taskade automation recalculates the buckets daily, posts the weekly summary to Slack, and escalates when an account crosses into a bucket you have decided is unacceptable. Across 100+ bidirectional integrations, Google Sheets exports it for whoever needs a spreadsheet and Gmail delivers the monthly version. See scheduled automations.
Clone it, invite whoever cares about cash, and it is yours. The report stops being a monthly chore and becomes a screen you glance at.
Clear about scope: this is an operational aging view built from your invoice records. It is not an audited receivables ledger, and it will not book a bad debt provision. It tells you where the money is stuck so you can go and unstick it.
If you only take one number from this app, take the weighted average days to pay across your whole book, and watch it monthly. It moves slowly, it is hard to argue with, and it captures the combined effect of your terms, your invoicing speed, and your chasing discipline in a single figure. Every improvement you make to billing shows up there within a quarter.
Compare with dashboards other operators built in the Community Gallery, start at Taskade Genesis, or read finance apps. Source it from Build an Invoice Status Tracker, and act on the worst bucket with Build a Collections Escalation Ladder.
Frequently Asked Questions
Should buckets run from the invoice date or the due date?
Days past due is more useful operationally, because it respects each client's terms. The app can show both, and the agent will say which it is using so nobody misreads the figure.
How often does it update?
Continuously as records change, and a scheduled run recalculates and reports on your cadence. Weekly suits most service businesses, daily suits anyone with tight cash.
Can it tell me which client is my biggest risk?
Yes, by outstanding balance, by age, and by pattern. A client whose average days-to-pay has crept from 21 to 47 over six months is often a better warning than a single large overdue invoice.
Does it account for disputed invoices?
Disputed amounts are flagged separately so they do not distort the aging picture. See Log and Resolve Invoice Disputes.
Can I share it with my accountant or board?
Yes. Share a read-only view, export to Google Sheets, or have the monthly summary emailed automatically. The written summary is usually more useful to a board than the grid.
What action should I take on the 90+ bucket?
The agent proposes one per account based on value, history, and prior contact, and the escalation ladder handles the sequence. Deciding case by case, every month, in your head, is what the ladder exists to replace.
Does it forecast when the money will arrive?
Aging tells you what is late. For expected arrival dates see Forecast Cash From Open Invoices, which uses each client's actual payment behaviour.
