Accounts receivable & reporting for distributors: The books, kept current without anyone typing them in.
DistrX.io keeps receivables, payments and margin current as orders go out and money comes in. Invoices, payments, credit memos and vendor bills sync to QuickBooks Online, so accounting just checks the numbers.
From invoice to cash, and into the books
The finance side of every order, without having to type it into a second system.
Aging
Current, 1–30, 31–60, 61–90 and 90+ for each customer, always up to date. Customers past your limit are flagged on every order.
Receive payments
Apply a check, ACH or cash to the oldest invoices first, or pick the invoices yourself. Anything left over stays on account as credit.
Statements
Monthly statements by email for every customer with an open balance, or just the customers you choose.
QuickBooks Online sync
Invoices, payments, credit memos and vendor bills sync on their own, with a log of everything that went across.
Margin reports
Gross margin by customer, product, category, rep and route, worked out from landed cost.
Exports
Every list and report exports to CSV for your accountant or your own spreadsheets.
Know who owes what, today
Aging updates with every invoice, payment and credit memo. Statements go out at the end of the month, and customers past your limit are flagged when someone takes their next order.
- Aging by due date or invoice date
- Notes and promises to pay recorded on the customer
- Credit holds that come off by themselves once the balance is paid
Payments applied in seconds
Enter the payment, and DistrX.io suggests applying it to the oldest invoices. Early-payment discounts are taken if the payment is on time, and anything left over is kept as credit.
- Checks, ACH, card and cash recorded with their reference
- Payments taken by reps and drivers show up here for you to check
- Every payment syncs to accounting
Your accountant’s favorite system
DistrX.io sends the documents and your accounting software keeps the ledger. Margin reports start from landed cost, so the profit you see in DistrX.io matches the books.
- A sync log listing every document that went across
- Sales and margin by week, month or quarter
- The customers and products where margin is slipping
Questions, answered
Anything else? Email us — a human replies.
Does DistrX.io replace my accounting software?
No. DistrX.io runs the operation and the receivables, and your accounting software keeps the general ledger. Invoices, payments, credit memos and vendor bills go across on their own.
Which accounting software do you sync with?
QuickBooks Online. If you use something else, tell us on the demo call and we will tell you straight what works today.
Can I see margin by customer?
Yes. Margin by customer, product, category, rep and route, worked out from landed cost, for any date range.
Can my accountant get the data?
Yes. Every report and list exports to CSV, and you can give your accountant a user with an accounting role.
See it run on your orders.
Tell us how you sell, stock and deliver. We’ll walk you through DistrX.io using products and customers that look like yours, and lay out what moving over would take.
No sales script — a human replies.