PClient AssociatesExecutive Cockpit✦ Ask AI

Evidence

Drill to the actual records behind every number — the open invoices, the offline devices, the duplicate accounts, the at-risk contracts. Sort, filter, and export the work-list.

Client Associates · FY26 (modeled)

India's largest multi-family office

296 employees · 0+ US sites · 1 countries

🌐 Enterprise 360 modules· on EvidenceBrowse all 31 views ▾

✅ Todayyour decision queue 📨 Activity & Digestaudit trail · @mentions 🧭 360 Directoryall views by persona 🗺 Guided Journeyspersona flows · step-by-step 🛰 Control Towercommand center 🎯 Strategy & Goals4 pillars · OKRs 💎 Value Creation DashboardPE thesis · exit 🤖 AI Agentsrecommend & act 🌐 Enterprise 360the consolidated pane 📈 Sales / Pipeline 360funnel · forecast 🏛 Company Hierarchyorg · brands · entities 📍 Site / Asset 360site twin · health · compliance 👥 Customer 360accounts · cross-sell 🧩 Customer Mastergolden record · MDM 💰 Finance 360P&L · cohorts 💵 Cash 360DSO · AR · treasury 🧬 Ontology & Meshlogical layer · data products ▤ Evidencedrill-to-record · export 🩺 Data Healthfreshness · lineage

↗ Where this connects — act / drill across

✅Today· back to the decision queue 💵Cash 360· the AR aggregate 🧩Customer Master· resolve the duplicates 🩺Data Health· how fresh is this source?

💵Overdue receivables 📟Device health & cyber 🧩Duplicate / unresolved accounts 🔁Contracts & renewals 🎯Cross-sell whitespace

Drill-to-record · work-the-list · export

Open receivables

Every open invoice behind the DSO / collections number — work the aged book and export the call list.

35 of 35 records · $1.5M in viewsource: Accounts Receivable · JD Edwards AR

Representative worked sample; total open AR ≈ $116M (DSO 54d).

Invoice	Customer	Brand	Region	Amount	Age	Bucket	Grain	Status	Owner
INV-26-1007	Sinha & Co.	Client Associates	Delhi NCR	$0.0M	119d	90+	Actuals	Overdue	Collections · Delhi NCR
INV-26-1022	Chaudhary Family	CA Investment Banking	Bengaluru	$0.0M	119d	90+	Region-only	Overdue	Collections · Bengaluru
INV-26-1013	Gupta Enterprises	Client Associates Multi-Family Office	West	$0.0M	103d	90+	Allocated	Overdue	Collections · West
INV-26-1028	Kumar & Sons	Client Associates	Delhi NCR	$0.0M	103d	90+	Actuals	Overdue	Collections · Delhi NCR
INV-26-1004	Sinha & Co.	Client Associates	Delhi NCR	$0.0M	96d	90+	Actuals	Overdue	Collections · Delhi NCR
INV-26-1019	UPS	Gurgaon Tech Park	Mumbai	$0.0M	96d	90+	Actuals	Overdue	Collections · Mumbai
INV-26-1034	CA Real Estate Advisory (national accts)	CA Real Estate Advisory	Chennai	$0.0M	96d	90+	Region-only	Overdue	Collections · Chennai
INV-26-1010	Sharma Group	Client Associates	West	$0.0M	84d	61–90	Actuals	Overdue	Collections · West
INV-26-1025	Kumar & Sons	Client Associates	Delhi NCR	$0.0M	84d	61–90	Actuals	Overdue	Collections · Delhi NCR
INV-26-1015	IBM	Client Associates	Bengaluru	$0.0M	77d	61–90	Allocated	Overdue	Collections · Bengaluru
INV-26-1030	Bajaj Institutional Fund	Client Associates Multi-Family Office	West	$0.0M	77d	61–90	Allocated	Overdue	Collections · West
INV-26-1002	Arora Family Office	Arora PMS-2024	Mumbai	$0.1M	73d	61–90	Actuals	Overdue	Collections · Mumbai
INV-26-1017	IBM	Client Associates	Bengaluru	$0.1M	73d	61–90	Allocated	Overdue	Collections · Bengaluru
INV-26-1032	CA Real Estate Advisory (national accts)	CA Real Estate Advisory	Chennai	$0.1M	73d	61–90	Region-only	Overdue	Collections · Chennai
INV-26-1012	Gupta Enterprises	Client Associates Multi-Family Office	West	$0.0M	67d	61–90	Allocated	Overdue	Collections · West
INV-26-1027	Kumar & Sons	Client Associates	Delhi NCR	$0.0M	67d	61–90	Actuals	Overdue	Collections · Delhi NCR
INV-26-1006	Sinha & Co.	Client Associates	Delhi NCR	$0.1M	64d	61–90	Actuals	Overdue	Collections · Delhi NCR
INV-26-1021	UPS	Gurgaon Tech Park	Mumbai	$0.1M	64d	61–90	Actuals	Overdue	Collections · Mumbai
INV-26-1009	Sharma Group	Client Associates	West	$0.1M	58d	31–60	Actuals	Open	Collections · West
INV-26-1024	Chaudhary Family	CA Investment Banking	Bengaluru	$0.1M	58d	31–60	Region-only	Open	Collections · Bengaluru
INV-26-1003	Arora Family Office	Arora PMS-2024	Mumbai	$0.0M	41d	31–60	Actuals	Open	Collections · Mumbai
INV-26-1018	UPS	Gurgaon Tech Park	Mumbai	$0.0M	41d	31–60	Actuals	Open	Collections · Mumbai
INV-26-1033	CA Real Estate Advisory (national accts)	CA Real Estate Advisory	Chennai	$0.0M	41d	31–60	Region-only	Open	Collections · Chennai
INV-26-1008	Sharma Group	Client Associates	West	$0.0M	38d	31–60	Actuals	Open	Collections · West
INV-26-1023	Chaudhary Family	CA Investment Banking	Bengaluru	$0.0M	38d	31–60	Region-only	Open	Collections · Bengaluru
INV-26-1014	Gupta Enterprises	Client Associates Multi-Family Office	West	$0.1M	31d	31–60	Allocated	Open	Collections · West
INV-26-1029	Bajaj Institutional Fund	Client Associates Multi-Family Office	West	$0.1M	31d	31–60	Allocated	Open	Collections · West
INV-26-1005	Sinha & Co.	Client Associates	Delhi NCR	$0.0M	22d	Current	Actuals	Open	Collections · Delhi NCR
INV-26-1020	UPS	Gurgaon Tech Park	Mumbai	$0.0M	22d	Current	Actuals	Open	Collections · Mumbai
INV-26-1035	CA Real Estate Advisory (national accts)	CA Real Estate Advisory	Chennai	$0.0M	22d	Current	Region-only	Open	Collections · Chennai
INV-26-1011	Gupta Enterprises	Client Associates Multi-Family Office	West	$0.1M	18d	Current	Allocated	Open	Collections · West
INV-26-1026	Kumar & Sons	Client Associates	Delhi NCR	$0.1M	18d	Current	Actuals	Open	Collections · Delhi NCR
INV-26-1001	Arora Family Office	Arora PMS-2024	Mumbai	$0.1M	14d	Current	Actuals	Open	Collections · Mumbai
INV-26-1016	IBM	Client Associates	Bengaluru	$0.1M	14d	Current	Allocated	Open	Collections · Bengaluru
INV-26-1031	Bajaj Institutional Fund	Client Associates Multi-Family Office	West	$0.1M	14d	Current	Allocated	Open	Collections · West