Reports and Analytics

The problem: fixed reports never answer your question

The usual dashboards show whatever someone decided ahead of time. When you need something else, you end up exporting data and cross-referencing it in Excel. By the time you finish, the data is already old.

AI-powered reports in Recaudo

In Recaudo you type what you want to see, for example "payments collected per week over the last three months", and AI builds the report from your data: it picks the query and how to display it. If it's not quite what you were after, ask in the same conversation and it adjusts it.

Since payments, customers, conversations and CRM all live on the same platform, you can ask about any of them without cross-referencing data by hand.

Key capabilities

• Plain language: describe the report in your own words.
• Chart types: bar, line, pie, donut, area or table.
• Adjust by chatting: ask for changes to the report without starting over.
• Save and share: save your reports, mark favorites and share them with your team.
• CSV export: download the data for Excel, Google Sheets or your BI tool.
• Conversation stats: conversations handled and response time by agent, with CSV export.

Use cases

• Business owners: ask how much you collected this month or which customers owe the most.
• Sales managers: see how many conversations each agent handles and how fast they respond.
• Collections teams: build reports on overdue and collected payments.

Integration with Recaudo

• Ask about payments, subscriptions and invoices.
• Measure Omnichannel Inbox service by agent.
• Generate and pull reports from your own system with the REST API.

Make decisions with data

Create your free account and ask for your first report.

Read more on our blog about business metrics or see how e-commerce businesses use their data in Recaudo.