£18,750 in overdue receivables
3 customers have invoices overdue by more than 30 days. Longest overdue: 58 days.
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Monitor your Xero organisations health at a glance
Needs Attention-1 from yesterday
3
Connected orgs
15
Active issues
Healthy Orgs
1
Score 80+
Needs Attention
1
Score 50-79
Critical
1
Score below 50
Total Issues
15
Connected Organisations
Demo DataSheffield Retail LtdConnected
Synced 1 hours ago2 issues
87
Health Score
Northern PropertiesConnected
Synced 2 hours ago5 issues
64
Health Score
Tech Ventures CoToken expiring
Synced 6 hours ago8 issues
43
Health Score
Recent Issues
Priority items requiring attention
critical
Invoice #INV-0423 overdue by 12 days
Customer ABC Trading Ltd has an overdue invoice for £850. Consider sending a reminder.
28 unreconciled transactions
Multiple bank transactions from the past month need reconciliation. This is affecting your financial accuracy.
VAT return due in 8 days
Your quarterly VAT return is due soon. Ensure all transactions are recorded.
5 unreconciled bank transactions
Bank statement transactions from the past week need to be matched or categorised.
Health Score Trend
Portfolio health over the last 30 days
+-1% this week
30 days agoToday
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8 Daily Health Checks
Every morning, Finlo runs these checks on all your connected organisations
Bank Reconciliation
23 unreconciled
72
Aged Receivables
£16,700 overdue
65
Aged Payables
£2,340 overdue
82
Draft Documents
8 drafts pending
78
VAT Status
Due in 5 days
55
Bank Balance
Below threshold
48
Duplicate Contacts
3 potential
88
Missing Data
12 incomplete
62
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Ask Finlo Anything
Get instant answers about your clients' finances. Ask about overdue invoices, cash flow, reconciliation status, and more.
- What's affecting my health score?
- Show me overdue invoices
- Who owes me the most money?
- Why hasn't my bank been reconciled?
Finlo Assistant
Sheffield Retail Ltd
What's affecting my health score?
Your health score is 87/100. Here's what's affecting it:
- - 5 unreconciled transactions (-5 points)
- - 1 invoice overdue 12 days (-3 points)
- - 3 draft documents pending (-2 points)
Overall, you're in great shape! The main area to focus on is bank reconciliation.