Product

Reporting dashboard

The dashboard shows you what happened on every call, which invoices have been paid, and how your recovery rate compares to other businesses in your industry. Data comes from your accounting software and from Syntharra’s call outcomes, with no manual entry required.

What the dashboard shows

Four views cover the full picture from aged debt to settled payments.

Recovery rate

The percentage of called invoices that resulted in full payment within 30 days. Syntharra benchmarks your rate against industry averages: trades businesses (HVAC, plumbing, electrical) typically land around 34%, healthcare services around 41%, agencies around 29%. If your rate sits below the benchmark, the dashboard flags it and shows which customer segments are dragging it down.

Aged-debt breakdown

Invoices grouped by days overdue: 1–30, 31–60, 61–90, and 90+ days. Each bucket shows the total amount outstanding and the number of invoices. The breakdown updates daily after each accounting sync, so the numbers reflect your actual aging as of this morning, not last week.

Call activity log

Every call appears in the log with timestamp, duration, outcome, and the invoice amount. Outcomes are: paid, callback requested, DNC (do not call), or no answer. You can listen to any recording within 90 days of the call, filter by outcome or date range, and export to CSV.

Settlement timeline

Shows when each payment hit your Stripe account, by invoice. Settlement typically occurs within 2 business days of the customer paying. Useful for matching Syntharra activity against your bank deposits and reconciling with your accounting records without logging into Stripe separately.

How data gets in

Syntharra reads from your accounting software and writes back call outcomes. You do not enter anything manually.

  • 1A read-only sync from QuickBooks, Xero, FreshBooks, or Sage pulls your invoice status once per day. Syntharra only requests read access to invoices and contacts, nothing else in your accounting data.
  • 2After each call, the outcome is written back automatically within minutes. The call activity log and the accounting sync share the same source, so both views stay consistent without any duplication or manual reconciliation.
  • 3Payment settlements come from Stripe Connect. When a customer pays, Stripe fires a settlement event that updates the settlement timeline and marks the invoice as recovered in the dashboard.

Export and integrations

Every view in the dashboard is exportable. If you run your own BI setup, the webhook system gives you a live feed of settlement events without polling.

CSV export

Export all calls, all settlements, or a specific date range. Columns include invoice ID, customer name, amount, call date, outcome, and settlement date where applicable.

Webhook events

A payment.settled event fires for every settlement. Send it to your data warehouse, accounting system, or custom integration.

What you can do with the data

The dashboard is a decision tool. Three things businesses use it for most:

Find which customers pay fastest

Filter the settlement timeline by industry, geography, or invoice size. Knowing which segments settle on the first call versus requiring all three attempts tells you where to focus new business and where to tighten payment terms upfront.

Decide when to escalate

Invoices where 3 attempts failed are flagged automatically. The dashboard shows the full call history for each one so you can decide whether to send to a collections agency, write off the amount, or contact the customer through a different channel.

Reconcile with your books

The settlement timeline shows the exact date and amount for each Stripe payout. Match those against your bank deposits or accounting records without logging into Stripe separately.

Common questions

How often does the dashboard update?

Invoice status syncs daily from your accounting software. Call outcomes update within minutes of each completed call — you can refresh the dashboard and see whether the last call resulted in a payment, a callback request, or no answer.

Can I export call recordings?

Call recordings are stored for 90 days after each call. You can export individual recordings as MP3 files from the call activity log, or request a bulk ZIP for a date range from the export panel.

What does recovery rate mean exactly?

Recovery rate is the percentage of invoices that received at least one call and resulted in full payment within 30 days of the first call. It excludes invoices that were disputed, cancelled, or already paid before the first call attempt.

Can I see which invoices are still open after calls?

Yes. The call activity log can be filtered by outcome: open after 1 attempt, open after 2 attempts, open after 3 attempts (which triggers human escalation). You can also filter by customer, date range, or invoice size.

Is there an API for my own BI tool?

Webhook events fire for every payment settlement, letting you pipe settlement data into your data warehouse or BI tool. A full read API is available on request — see the developers page for details.

Connect your accounting software

QuickBooks, Xero, FreshBooks, or Sage. The dashboard populates automatically after your first sync.

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