> ## Documentation Index
> Fetch the complete documentation index at: https://help.daylit.com/llms.txt
> Use this file to discover all available pages before exploring further.
# CFO journey: AR metrics, risk accounts, and conversation triage
> The main workflow for VP Finance and CFOs — supervise AR from the dashboard, trust the numbers at a glance, delegate to your team, and review high-risk accounts without reading every email.
## Purpose
This journey follows **Maria (VP Finance)** at **Acme Corporation** — a supervising view of AR where she opens the dashboard, reads trusted results, and delegates to **Jobin (AR manager)** without exporting reports or digging through inboxes.
**Example:** On Monday, **Maria (VP Finance)** opens the **Dashboard** and checks **Current A/R %** against her quarter-end goal. The **61–90 days** bucket has grown — driven in part by Apex Solutions (credit risk), Mesa Valley Construction, and Redwood Chemical Supply (broken payment promises). She reads **Conversation Summary** on Sterling Logistics (contract dispute, legal involved) and Orion Electric Supply (disputed pricing) without opening a single email, then messages **Jobin (AR manager)**: prioritize Apex and Sterling, close out the broken promises this week. Ten minutes, and **Maria (VP Finance)** is back to the board deck.
### Flowchart
```mermaid theme={null}
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"fontFamily":"Plus Jakarta Sans, -apple-system, sans-serif",
"background":"#fefdf8","primaryColor":"#ffffff","primaryTextColor":"#3d0c11",
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"secondaryColor":"#fef9c3","tertiaryColor":"#fefdf8"
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flowchart LR
S([Open dashboard]) --> A[Read key AR metrics]
A --> B{Metric moved?}
B -- Yes --> C[Drill into risk accounts]
B -. No .-> D([Done])
C --> E[Read conversation summary]
E --> F[Decide action or escalate]
F --> G([Informed])
classDef current fill:#3d0c11,color:#fefdf8,stroke:#3d0c11,stroke-width:1px;
classDef alert fill:#f5b878,color:#3d0c11,stroke:#3d0c11,stroke-width:1px;
classDef ghost fill:#fefdf8,color:#3d0c11,stroke:#e8e5df,stroke-width:1px;
class A current;
class C alert;
class D ghost;
```
## The three-step finance leader loop
The journey is intentionally short. It's the same loop you'd run before a cash call, a board update, or a 1:1 with your AR lead.
| Step | What you do | What you walk away with |
| -------------------------- | ----------------------------------------------------------------------------------------------- | -------------------------------------------------------------- |
| **1. Metrics** | Read the headline numbers on the dashboard — e.g., **current A/R %** against your quarter goal. | A point of view on direction and pace. |
| **2. Risk accounts** | Review top customer exposure and high-risk accounts flagged by AI signals. | Names, balances, and who on your team should act. |
| **3. Conversation triage** | Read the custom AI summary on flagged accounts. | Full context — what's stuck, what's promised, what's disputed. |
## Step 1 — See the key AR metrics
Navigate to **Dashboard**. The default view shows **current A/R %**, DSO, aging buckets, **top customer exposure**, and portfolio health — everything you need to supervise the portfolio in one place.
Focus on the number you're tracking — for example, **current A/R %** against a quarter goal (say, 50% by end of quarter). Daylit shows direction and pace without exporting a report or running another step.
Click into [Cash flow](/dashboard/cash-flow) for the AI-predicted inflows over the next 30, 60, and 90 days, based on payment history and current AR.
If you only have two minutes, scan the aging bar at the top of the dashboard and the DSO trend line. Both are designed to tell you "is this normal?" at a glance.
## Step 2 — Drill into the key risk accounts
Open the **top customer exposure** view on the dashboard. The accounts at the top of the list are where most of your balance sits — typically, the top 10 explain the majority of concentration risk. Point your AR Manager at them and move on.
Each customer row shows AI-generated [signals & insights](/customers/signals-insights) — payment behavior changes, disputes detected, ghosting risk, promise-to-pay status. The signals tell you *why* the account is on the list.
Focus on the small set that needs finance-level judgment. Everything else, your AR team can tackle from the Customer table or Inbox — with Daylit handling most of the associate-level throughput automatically.
## Step 3 — Read the conversation summary
This is the step most finance leaders skip — and it's the one that turns a report into a real understanding of what's happening.
Click into a flagged account. The customer profile shows open invoices, payment history, signals, and the **Conversation summary**.
Daylit's [AI insights](/ai/insights) summarize every recent email thread on the account into a custom digest: what was said, what was promised, what's blocking. You see everything on a high-risk account without checking each email.
Decide what you need from the AR team: keep monitoring, escalate, or route to a payment plan. Then move on to the next priority — your time stays on supervising, not operating.
The conversation summary is the email triage view designed for finance leaders. You see a digest of every active dispute, promise to pay, and stalled thread across the portfolio without opening individual inboxes.
## Where this journey lives in the product
| Step | Page | Purpose |
| ------------------------ | ------------------------------------------------- | ----------------------------------------------------- |
| Headline metrics | [Dashboard overview](/dashboard/overview) | DSO, totals, aging buckets. |
| Aging detail | [AR aging](/dashboard/ar-aging) | Bucket-level drill-down. |
| Cash forecast | [Cash flow](/dashboard/cash-flow) | AI-predicted inflows. |
| Risk lens | [Signals & insights](/customers/signals-insights) | Why an account is flagged. |
| Conversation triage | [AI insights](/ai/insights) | Summaries of every thread on every account. |
| Natural-language queries | [Chat agent](/ai/chat-agent) | Ask "what changed in AR this week?" in plain English. |
## What success looks like
* **You see results directly.** One dashboard, trusted numbers — no report cycle in between.
* **You supervise, not operate.** Top exposure goes to your AR team; you stay on the exceptions.
* **You save time and reduce risk.** Conversation summaries replace inbox-by-inbox review; signals surface problems before they age out.
## Where to go next
* Want the team-side view of the same portfolio? Read the [AR Manager journey](/journeys/ar-manager).
* New to the platform? Start with [Quick wins](/journeys/quick-wins).
* Need a one-question answer? Try the [chat agent](/ai/chat-agent) — ask "What's driving DSO up this month?" or "Which accounts have unresolved disputes over \$50k?".