Accounts Receivable Aging Audit

I need a concise yet thorough audit of our Accounts Receivable focused exclusively on aging analysis. Your task is to extract the open A/R data from our ERP (Microsoft Dynamics 365) and produce a clear report that highlights how long each invoice has been outstanding, broken down by due-date buckets. While payment-processing and credit-risk assessments could be interesting for future phases, this engagement is limited to aging analysis only.

Here is what I expect:
• Cleaned A/R dataset (Excel or CSV) showing invoice date, customer ID, amount, due date, and calculated aging bucket.
• A short narrative report (PDF or Word) summarising key findings—total outstanding by bucket, largest delinquent customers, and any unusual patterns you notice.
• Dashboard-ready tables or a simple Power BI file so management can slice the data themselves.

I will provide a data export, chart of accounts, and any other needed access once we start. Accuracy matters more than layout; please document any assumptions and spot-check totals back to the general ledger so figures tie out.

If you have completed similar aging audits before and know your way around Excel pivot tables or Power BI, you will be productive quickly. Let me know your approach and estimated turnaround time, and we can get started right away.