Service AR Executive Overview — AI Analysis
Choose how often AI analyzes your data and delivers actionable insights directly to your dashboard.
AI analysis runs once per month. Best for periodic executive reviews.
AI analysis runs every week. Ideal for tracking trends and catching issues early.
AI analysis runs every business day. For teams that need daily operational intelligence.
Unlimited AI analysis runs any time you need them. Run on your schedule.
Pay-per-run option available — contact sales
What You Get
- ✓ Intelligent AR aging analysis with trend detection
- ✓ Automated collection priority rankings
- ✓ High-risk account identification and alerts
- ✓ Payment pattern analysis and forecasting
- ✓ Executive-ready KPI summaries and distributions
- ✓ Powered by Claude (Anthropic)
- ✓ Cancel or change frequency anytime
Requires a DataXcel Subscription
Explorer
1 user • buy reports à la carte
Get It All
Tiered by revenue • all 50+ dashboards included
AI Analysis works on top of either DataXcel subscription plan. AI features analyze your live Sage 100 Contractor data — no additional data setup required.
Flexible & Transparent — select the frequency that matches your needs. Upgrade, downgrade, or cancel anytime — no long-term contract.