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📊 For anyone managing receivables in a spreadsheet
Your AR data is in Excel. Your insights shouldn't be.
CollectIQ turns your accounts receivable spreadsheet into a live intelligence dashboard — DSO tracking, credit scoring, interest engine, ageing buckets, and payment reminder drafts. Runs 100% on your machine. Your data never leaves your desk.
Five intelligent tabs — each answering a different question your finance team asks every single day.
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Tab 1
Overview
Portfolio KPIs, collections heatmap by month, financial year summary, ageing snapshot, top 10 overdue customers, and branch-wise DSO at a glance.
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Tab 2
Customer Analysis
Per-customer DSO trend, credit score, suggested credit limit, invoice breakdown, quarterly payment pattern, and one-click reminder drafts in Email and WhatsApp tone.
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Tab 3
Interest Charges
Configure your interest rate, threshold, and from-day — the engine recalculates portfolio-wide interest live. Export to PDF or Excel instantly.
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Tab 4
Customer Ageing
0–30 / 31–60 / 61–90 / 91–120 / 120+ day buckets across your full customer base, with drill-down per customer.
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Tab 5
Analytics
Period-level WACD trends, quarterly and monthly comparisons, colour-coded by performance — instantly spot deteriorating accounts before they become bad debt.
Pro Features
Powerful AR intelligence, fully offline
Everything you need to manage receivables professionally — without uploading your data anywhere.
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Unlimited customersTrack every account with no limits on portfolio size.
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DSO / WACD trackingFilter by All, FY, Quarterly, or Monthly periods.
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Credit scoring engineComputed from real payment behaviour, not static ratings.
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Interest engineConfigurable rate, threshold, and from-day — live editable in dashboard.
A full 24-step walkthrough of all 5 tabs with real sample data. No sign-up needed.
Free Resources
Not ready for CollectIQ yet? Start here.
A genuinely free, no-signup Excel template for ageing analysis and DSO tracking — the same core math CollectIQ automates for you, in plain spreadsheet form.
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AR Ageing & DSO Template
Pre-built formulas for 0-30 / 31-60 / 61-90 / 91-120 / 120+ day ageing buckets, plus a DSO calculator. Just drop in your invoice data — no account, no email required.
.xlsx format · works in Excel, Google Sheets, and LibreOffice
Standard AR columns — field guide included in ZIP.
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Machine-locked licence
Your data never leaves your machine.
FAQ
Questions we get asked a lot
No programming knowledge needed. You just need Python installed (free, one-click installer from python.org) and run one command: pip install openpyxl. After that, double-click RUN_DAILY.bat (Windows) or run_daily.sh (Mac) every day. That's it.
100% safe — because your data never goes anywhere. CollectIQ runs entirely on your machine. No data is uploaded, transmitted, or stored on any server. The dashboard is a local HTML file that opens in your browser. Think of it like Excel — everything stays on your computer.
Just email us at support@collectiq.us with your order number and we'll transfer your licence to your new machine at no charge. Usually done within 24 hours.
Standard AR columns: Branch, Customer Code, Customer Name, Credit Terms (days), Invoice Number, Invoice Date, Invoice Amount, Receipt Date, Payment Amount, Payment Type, and Notes. A full field guide and sample data file with 14 international customers is included in your download ZIP.
Yes — two ways. First, download CollectIQ Lite for free (up to 50 customers, all 5 tabs visible, no exports). Second, try the interactive demo at the link above — it shows all 5 tabs with real sample data, no sign-up needed.
CollectIQ reads from Excel — so as long as you can export your AR data to Excel from your ERP (Tally, SAP, QuickBooks, Zoho Books, or any other), it works. Most businesses already do this export routinely. CollectIQ sits on top of your existing data workflow — no migration needed.
No subscription. You pay once and own it forever. The price you pay today is the price you pay — no renewals, no price increases, no surprise charges. Pro is USD 39 for life. Pro Plus is USD 69 for life (3 machines).
Email support@collectiq.us and we'll help you get it working. We respond within 24 hours (12 hours for Pro Plus). If you genuinely can't get it running despite our help, we'll sort it out — we'd rather have a happy user than a frustrated one.