CollectIQ

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CollectIQ is accounts receivable intelligence software that transforms Excel-based data into actionable insights. Operating entirely on the local machine, it ensures sensitive financial data stays secure without cloud connectivity or subscription fees. The platform includes five dashboard tabs: Overview (portfolio KPIs, aging snapshots, overdue metrics), Customer Analysis (DSO trends, credit scores, invoice breakdowns, payment reminders), Interest Charges (interest calculations with configurable rates), Customer Aging (time-bucketed accounts with drill-down analysis), and Analytics (collection trends, period comparisons, deteriorating accounts). CollectIQ requires Python 3.8+ and the openpyxl library. It runs offline on Windows and Mac, supports standard receivables data columns, and provides field guides with sample datasets for proper formatting.