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Monk has launched Custom Dashboards, a brand reporting tool that lets finance teams build their own accounts receivable dashboards. These dashboards can be made with ready‑made widgets. By simply telling the system what you need in plain language. Monk announced this on October 15 2026. The goal is to give finance professionals freedom to keep track of unpaid invoices, collection actions and the cash that comes in all without having to export data over and over into spreadsheets.
The launch solves a problem that many finance teams deal with every day. Every person on the team wants to see the accounts receivable data but each one looks at it in a different way. Controllers focus on how old invoicesre across different business units. Collections managers pay attention to who promised to pay and when. Chief financial officers care most about how much cash was collected during a time. Custom Dashboards from Monk lets each person see what matters to them.
Of using one generic dashboard that does not fit everyone Custom Dashboards lets each user build reports that match their own job role. Once a report is made it can be. Reused later. This means the data stays fresh and available any time a user needs it.
Build Custom Reports Using Natural Language
Custom Dashboards, from Monk gives you two ways to create a report. First you can pick widgets from a catalog. Second you can simply describe the report you want in words. Custom Dashboards AI will then turn that request into a chart or table
Custom Dashboards lets you use tables, bar charts, pie charts or a single KPI. You can choose which columns show up in a table set the date range you want to look at and move things around to match your style. Every widget can be exported to a CSV file if you need to dig or share the data with someone else.
Suppose a finance professional wants to see the ten customers who owe the money.. Maybe they want a quick summary of all cash collected this month. With Custom Dashboards AI you just ask for it. The system turns your request into a to-use widget that fits right into your dashboard.
Custom Dashboards also lets you save a report as a widget so you do not have to build it again. This helps teams get the metrics every time and reduces the amount of manual work needed to prepare reports.
Personalized Views for Different Finance Roles
I notice the new dashboards are made to help finance teams see the information they need.
I see a collections lead might want to keep track of payments that are coming up and the follow‑up work. A controller might need a look at past‑due invoices and how long money has been waiting.
I see finance leaders on the other hand may look at trends in how cash is collected and the overall performance of receivables.
Monk says that every dashboard is saved to the account of the person who made it. That means an employee can shuffle or change their view without altering the dashboards that others use.
With this approach team members can use the same base receivables platform while sorting information the way they like. It also cuts down on asking for changes to reports when different roles need different data.
The company has also added report pages that cover aging, days sales outstanding (DSO) average days delinquent, forecasting, collections, revenue and renewals. These sit next to the custom dashboard tools.
Reducing Dependence on Spreadsheet-Based Reporting
Finance teams often export receivables data when the standard software reports do not give the details they want. Building these reports in spreadsheets can add work and extra steps when teams need to refresh or share new numbers.
Monk’s new tools aim to keep more of this reporting inside its accounts platform. Users can make a view tweak how it looks, save it and export the results when needed.
This feature is especially useful for businesses that watch collections performance, across customers, teams or time periods. Easier reporting can help finance folks spot balances look at payment commitments and grasp collection trends.
However custom dashboards do not automatically mean financial decisions.
Their usefulness depends on how accurate the underlying data’s how each metric is defined and how consistently teams use the resulting information.
AI Adoption in Finance and Measurable Outcomes
The launch comes as businesses keep exploring AI applications across finance operations. Monk cited Deloitte’s Finance Trends 2026 survey of 1,326 finance leaders in which 63 percent reported deploying AI in their finance function. Among respondents using AI 21 percent said AI had delivered value.
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These figures highlight a distinction, between implementing AI tools and demonstrating their impact. For accounts teams useful outcomes may include reducing the time spent preparing reports improving visibility into balances and making collection performance easier to monitor.
Monk positions Custom Dashboards as a way to give users control over the questions they ask of their receivables data. The feature is available to all Monk customers according to the company.
The launch adds another layer of flexibility, to AI-enabled financial operations software. Its longer–term value will depend on whether personalized reporting helps teams reduce work and turn receivables information into more actionable insights.
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