DDK AssistantAI-BMA open shell

Financial BI as an operating ledger.

Seed AR/AP records drive aging, overdue follow-up, AP due-soon, cash timing risk, and a monthly review draft — the data source stays a BMA-owned provider seam, not a connector assumption.

$16,520.00
seed-manual-import
$12,420.00
needs review
$7,850.00
timing check
-$3,750.00
watch

AR aging

BucketInvoicesTotal
Current1$4,100.00
1-30 days1$6,500.00
31-60 days1$3,200.00
61-90 days1$1,800.00
90+ days1$920.00

AP due soon

VendorDueAmount
Kansas Fiber Co-op3 days$2,450.00
Prairie Hosting8 days$1,800.00
DDK Contractors17 days$3,600.00

Overdue follow-up queue

CustomerInvoiceAgePriorityNext actionOwner
Kaw Valley RetailINV-1005 · $920.0097 dayscriticalEscalate to owner before service pause decision.Jason
Flint Hills FabricationINV-1004 · $1,800.0068 dayshighSend final reminder and confirm payment plan.Accounts
Prairie Lab ServicesINV-1003 · $3,200.0042 daysmediumCall buyer and request committed pay date.Jason
Sunflower PartsINV-1002 · $6,500.0012 daysmediumSend friendly overdue reminder with payment link.Accounts

May 2026 financial review draft

  1. AR aging5 open invoices total $16,520.00.
  2. Overdue follow-up queueKaw Valley Retail is the oldest follow-up at 97 days overdue.
  3. AP due soonKansas Fiber Co-op is next due in 3 days; due-soon AP totals $7,850.00.
  4. Cash timing riskCash timing is watch: near-term expected receipts are $4,100.00 against $7,850.00 due soon.