Customer Spend Dashboard

Northwind Process Automation LLC · Synthetic AR benchmark packet

Generated 7/17/2026, 1:29:36 AM

Net Spend (All Customers)

$3,566,177.15

After credit memos

Gross Invoice Spend

$3,568,582.15

105 valid invoices

Credit Memos

-$2,405.00

2 subtracted

Excluded Documents

void / superseded / duplicate / statements

Customer Overview

Valid Invoices

Credit Memos

Excluded (Audit Trail)

Net Spend by Customer

Ranked by net spend. Gross = sum of valid invoice totals. Credits subtracted per customer. Sorted by customer ID in the table below; bars show share of top spender.

Cust ID	Customer	Industry	Billing City	Invoices	Gross	Credits	Net Spend	Share
C003	Cobalt Harbor Clinics	Healthcare	Portland	9	$319,435.57	—	$319,435.57	100.0%
C007	Glasspeak Hospitality	Hospitality	Chicago	9	$307,912.37	—	$307,912.37	96.4%
C005	Evergreen Robotics Lab	Robotics	San Jose	11	$303,624.75	—	$303,624.75	95.1%
C001	Aster North Analytics	Analytics	Boston	10	$291,587.51	-$1,480.00	$290,107.51	90.8%
C014	Northstar Produce Cooperative	Food	Boise	6	$264,592.01	—	$264,592.01	82.8%
C009	Ion Trail Logistics	Logistics	Phoenix	7	$244,015.08	—	$244,015.08	76.4%
C013	Meridian Public Works	Government	Sacramento	6	$240,319.72	—	$240,319.72	75.2%
C008	Hearthstone Community Bank	Banking	Charlotte	5	$197,314.50	—	$197,314.50	61.8%
C011	Keystone Renewable Works	Energy	Pittsburgh	6	$193,492.50	—	$193,492.50	60.6%
C016	Prairie Signal Telecom	Telecom	Omaha	7	$191,606.36	—	$191,606.36	60.0%
C012	Lumen Arc Studios	Media	Nashville	4	$158,782.87	—	$158,782.87	49.7%
C002	Brightline Field Services	Field Services	Denver	4	$154,117.21	—	$154,117.21	48.2%
C018	Riverbend Arts Foundation	Nonprofit	Minneapolis	4	$146,674.75	—	$146,674.75	45.9%
C006	Forgewell Manufacturing	Manufacturing	Cleveland	4	$142,799.54	—	$142,799.54	44.7%
C015	Oak & Slate Interiors	Design	Raleigh	4	$137,276.66	—	$137,276.66	43.0%
C017	Quartzline Insurance	Insurance	Hartford	4	$119,295.31	—	$119,295.31	37.3%
C004	Driftwood Legal Group	Legal	Austin	2	$96,431.11	—	$96,431.11	30.2%
C010	Juniper Ridge Schools	Education	Madison	3	$59,304.33	-$925.00	$58,379.33	18.3%

Valid Invoice Detail

105 invoices parsed from page 1 of each PDF (appendix pages excluded). Sorted by customer, then date.

Invoice	Cust ID	Customer	Date	Subtotal	Tax	Total
INV-2025-1097	C001	Aster North Analytics	2025-02-24	$19,892.89	$1,193.57	$21,086.46
INV-2025-1009	C001	Aster North Analytics	2025-03-10	$29,632.64	$1,689.06	$29,840.07
INV-2025-1012	C001	Aster North Analytics	2025-05-29	$9,951.04	$597.06	$10,548.10
INV-2025-1087	C001	Aster North Analytics	2025-07-09	$31,408.65	$1,884.52	$33,293.17
INV-2025-1086	C001	Aster North Analytics	2025-07-18	$42,748.00	$2,436.64	$43,047.24
INV-2025-1031	C001	Aster North Analytics	2025-08-20	$55,858.39	$3,351.50	$59,209.89
INV-2025-1088	C001	Aster North Analytics	2025-09-20	$13,561.94	$801.51	$14,160.02
INV-2025-1020	C001	Aster North Analytics	2025-09-28	$21,811.43	$1,243.25	$21,964.11
INV-2025-1061	C001	Aster North Analytics	2025-10-05	$8,777.80	$526.67	$9,304.47
INV-2025-1096	C001	Aster North Analytics	2025-11-18	$46,352.81	$2,781.17	$49,133.98
INV-2025-1044	C002	Brightline Field Services	2025-01-21	$33,328.82	$1,666.44	$34,995.26
INV-2025-1072	C002	Brightline Field Services	2025-03-13	$35,307.20	$1,765.36	$37,072.56
INV-2025-1069	C002	Brightline Field Services	2025-06-11	$44,871.12	$2,131.38	$44,758.94
INV-2025-1068	C002	Brightline Field Services	2025-07-16	$36,055.54	$1,775.74	$37,290.45
INV-2025-1084	C003	Cobalt Harbor Clinics	2025-02-07	$19,477.08	$1,139.41	$20,129.56
INV-2025-1002	C003	Cobalt Harbor Clinics	2025-02-08	$15,841.62	$936.24	$16,540.24
INV-2025-1039	C003	Cobalt Harbor Clinics	2025-02-08	$53,087.85	$3,185.27	$56,273.12
INV-2025-1090	C003	Cobalt Harbor Clinics	2025-05-24	$31,071.65	$1,864.30	$32,935.95
INV-2025-1029	C003	Cobalt Harbor Clinics	2025-06-17	$38,561.46	$2,255.85	$39,853.27
INV-2025-1036	C003	Cobalt Harbor Clinics	2025-06-22	$38,577.43	$2,314.65	$40,892.08
INV-2025-1060	C003	Cobalt Harbor Clinics	2025-07-13	$29,349.99	$1,761.00	$31,110.99
INV-2025-1103	C003	Cobalt Harbor Clinics	2025-08-09	$23,529.72	$1,411.78	$24,941.50
INV-2025-1098	C003	Cobalt Harbor Clinics	2025-10-02	$54,919.07	$3,212.77	$56,758.86
INV-2025-1033	C004	Driftwood Legal Group	2025-07-26	$59,582.64	$0.00	$59,582.64
INV-2025-1100	C004	Driftwood Legal Group	2025-08-31	$36,848.47	$0.00	$36,848.47
INV-2025-1049	C005	Evergreen Robotics Lab	2025-01-29	$24,482.15	$2,203.39	$26,685.54
INV-2025-1075	C005	Evergreen Robotics Lab	2025-03-16	$26,332.26	$2,251.41	$27,267.06
INV-2025-1059	C005	Evergreen Robotics Lab	2025-04-13	$39,647.10	$3,514.72	$42,567.11
INV-2025-1073	C005	Evergreen Robotics Lab	2025-04-20	$28,032.23	$2,522.90	$30,555.13
INV-2025-1046	C005	Evergreen Robotics Lab	2025-05-05	$11,466.25	$1,006.16	$12,185.75
INV-2025-1007	C005	Evergreen Robotics Lab	2025-06-18	$18,687.14	$1,681.84	$20,368.98
INV-2025-1093	C005	Evergreen Robotics Lab	2025-07-12	$48,823.16	$4,394.08	$53,217.24
INV-2025-1094	C005	Evergreen Robotics Lab	2025-08-04	$33,369.00	$3,003.21	$36,372.21
INV-2025-1053	C005	Evergreen Robotics Lab	2025-08-29	$13,328.60	$1,199.57	$14,528.17
INV-2025-2101-R1	C005	Evergreen Robotics Lab	2025-09-20	$12,650.00	$1,138.50	$13,788.50
INV-2025-1011	C005	Evergreen Robotics Lab	2025-11-09	$25,194.65	$2,154.14	$26,089.06
INV-2025-1025	C006	Forgewell Manufacturing	2025-01-11	$20,530.95	$1,201.06	$21,218.74
INV-2025-1067	C006	Forgewell Manufacturing	2025-01-17	$53,281.28	$3,148.92	$55,630.98
INV-2025-1082	C006	Forgewell Manufacturing	2025-04-19	$29,632.17	$1,777.93	$31,410.10
INV-2025-1028	C006	Forgewell Manufacturing	2025-08-15	$32,584.64	$1,955.08	$34,539.72
INV-2025-1095	C007	Glasspeak Hospitality	2025-01-28	$64,690.76	$6,469.08	$71,159.84
INV-2025-1099	C007	Glasspeak Hospitality	2025-02-11	$17,388.56	$1,695.39	$18,649.24
INV-2025-1089	C007	Glasspeak Hospitality	2025-03-11	$11,376.86	$1,080.80	$11,888.82
INV-2025-1078	C007	Glasspeak Hospitality	2025-03-31	$26,246.56	$2,493.42	$27,427.65
INV-2025-1057	C007	Glasspeak Hospitality	2025-04-01	$61,273.21	$6,127.32	$67,400.53
INV-2025-1051	C007	Glasspeak Hospitality	2025-06-16	$20,321.54	$1,930.55	$21,236.01
INV-2025-1076	C007	Glasspeak Hospitality	2025-06-23	$17,132.11	$1,670.38	$18,374.19
INV-2025-1042	C007	Glasspeak Hospitality	2025-07-05	$42,562.11	$4,043.40	$44,477.40
INV-2025-1023	C007	Glasspeak Hospitality	2025-07-26	$26,123.15	$2,481.70	$27,298.69
INV-2025-1062	C008	Hearthstone Community Bank	2025-01-13	$66,491.69	$3,324.58	$69,816.27
INV-2025-1050	C008	Hearthstone Community Bank	2025-04-07	$27,497.51	$1,374.88	$28,872.39
INV-2025-1064	C008	Hearthstone Community Bank	2025-06-05	$33,528.79	$1,676.44	$35,205.23
INV-2025-1083	C008	Hearthstone Community Bank	2025-09-21	$11,130.97	$548.20	$11,512.21
INV-2025-1008	C008	Hearthstone Community Bank	2025-10-23	$50,189.41	$2,471.83	$51,908.40
INV-2025-1102	C009	Ion Trail Logistics	2025-01-30	$26,629.53	$2,077.10	$28,040.89
INV-2025-1035	C009	Ion Trail Logistics	2025-03-18	$15,490.05	$1,208.22	$16,311.02
INV-2025-1091	C009	Ion Trail Logistics	2025-03-25	$21,954.31	$1,756.34	$23,710.65
INV-2025-1037	C009	Ion Trail Logistics	2025-05-02	$44,495.04	$3,559.60	$48,054.64
INV-2025-1034	C009	Ion Trail Logistics	2025-06-18	$29,037.59	$2,323.01	$31,360.60
INV-2025-1017	C009	Ion Trail Logistics	2025-07-31	$28,887.49	$2,253.22	$30,418.52
INV-2025-1041	C009	Ion Trail Logistics	2025-11-04	$62,790.84	$4,897.69	$66,118.76
INV-2025-1104	C010	Juniper Ridge Schools	2025-01-25	$10,085.16	$491.65	$10,324.68
INV-2025-1058	C010	Juniper Ridge Schools	2025-02-23	$24,410.87	$1,159.52	$24,349.85
INV-2025-1063	C010	Juniper Ridge Schools	2025-09-19	$23,456.95	$1,172.85	$24,629.80
INV-2025-1038	C011	Keystone Renewable Works	2025-02-23	$15,030.72	$999.54	$15,278.72
INV-2025-1048	C011	Keystone Renewable Works	2025-04-04	$46,427.60	$3,249.93	$49,677.53
INV-2025-1001	C011	Keystone Renewable Works	2025-05-01	$12,592.25	$881.46	$13,473.71
INV-2025-1019	C011	Keystone Renewable Works	2025-09-11	$31,611.97	$2,212.84	$33,824.81
INV-2025-1066	C011	Keystone Renewable Works	2025-11-21	$40,553.77	$2,838.76	$43,392.53
INV-2025-1004	C011	Keystone Renewable Works	2025-12-03	$35,369.35	$2,475.85	$37,845.20
INV-2025-1071	C012	Lumen Arc Studios	2025-02-20	$26,483.51	$2,383.52	$28,867.03
INV-2025-1032	C012	Lumen Arc Studios	2025-05-09	$36,268.80	$3,264.19	$39,532.99
INV-2025-1005	C012	Lumen Arc Studios	2025-05-28	$50,298.36	$4,526.85	$54,825.21
INV-2025-1003	C012	Lumen Arc Studios	2025-10-07	$32,621.69	$2,935.95	$35,557.64
INV-2025-1013	C013	Meridian Public Works	2025-03-02	$47,204.65	$0.00	$47,204.65
INV-2025-1080	C013	Meridian Public Works	2025-03-13	$39,527.03	$0.00	$39,527.03
INV-2025-1092	C013	Meridian Public Works	2025-05-03	$70,271.81	$0.00	$68,515.01
INV-2025-1018	C013	Meridian Public Works	2025-05-17	$10,139.45	$0.00	$10,139.45
INV-2025-1006	C013	Meridian Public Works	2025-05-20	$43,190.03	$0.00	$43,190.03
INV-2025-1070	C013	Meridian Public Works	2025-07-20	$31,743.55	$0.00	$31,743.55
INV-2025-1052	C014	Northstar Produce Cooperative	2025-04-21	$40,727.16	$2,382.54	$42,091.52
INV-2025-1074	C014	Northstar Produce Cooperative	2025-06-03	$52,851.81	$3,171.11	$56,022.92
INV-2025-1024	C014	Northstar Produce Cooperative	2025-06-08	$69,671.92	$4,180.32	$73,852.24
INV-2025-1055	C014	Northstar Produce Cooperative	2025-07-21	$32,249.00	$1,886.57	$33,329.34
INV-2025-1085	C014	Northstar Produce Cooperative	2025-08-01	$31,125.05	$1,839.49	$32,497.66
INV-2025-1030	C014	Northstar Produce Cooperative	2025-10-13	$26,612.04	$1,516.89	$26,798.33
INV-2025-1027	C015	Oak & Slate Interiors	2025-03-17	$14,819.20	$1,037.34	$15,856.54
INV-2025-1010	C015	Oak & Slate Interiors	2025-05-29	$34,797.30	$2,374.92	$36,302.29
INV-2025-1016	C015	Oak & Slate Interiors	2025-06-19	$22,177.79	$1,552.45	$23,730.24
INV-2025-1047	C015	Oak & Slate Interiors	2025-07-16	$60,391.14	$4,016.01	$61,387.59
INV-2025-1045	C016	Prairie Signal Telecom	2025-01-20	$44,290.03	$2,657.40	$46,947.43
INV-2025-1021	C016	Prairie Signal Telecom	2025-02-03	$14,102.52	$803.84	$14,201.23
INV-2025-1077	C016	Prairie Signal Telecom	2025-05-19	$16,435.29	$961.46	$16,985.87
INV-2025-1101	C016	Prairie Signal Telecom	2025-05-29	$32,593.93	$1,955.64	$34,549.57
INV-2025-1081	C016	Prairie Signal Telecom	2025-06-24	$24,557.20	$1,436.60	$25,379.87
INV-2025-1065	C016	Prairie Signal Telecom	2025-07-23	$35,170.88	$2,110.25	$37,281.13
INV-2025-1054	C016	Prairie Signal Telecom	2025-09-12	$15,340.81	$920.45	$16,261.26
INV-2025-1079	C017	Quartzline Insurance	2025-01-07	$29,777.19	$1,697.30	$29,985.63
INV-2025-1043	C017	Quartzline Insurance	2025-02-07	$19,317.96	$1,159.08	$20,477.04
INV-2025-1022	C017	Quartzline Insurance	2025-03-05	$49,560.42	$2,973.63	$52,534.05
INV-2025-1014	C017	Quartzline Insurance	2025-03-09	$15,376.03	$922.56	$16,298.59
INV-2025-1040	C018	Riverbend Arts Foundation	2025-05-03	$20,172.06	$0.00	$19,869.48
INV-2025-1026	C018	Riverbend Arts Foundation	2025-05-17	$65,025.31	$0.00	$64,049.93
INV-2025-1015	C018	Riverbend Arts Foundation	2025-08-25	$52,105.38	$0.00	$52,105.38
INV-2025-1056	C018	Riverbend Arts Foundation	2025-09-24	$10,649.96	$0.00	$10,649.96

Credit Memos (Subtracted)

Credit memos are subtracted from net spend but never counted as valid invoice spend.

Memo	Cust ID	Customer	Date	Amount
CM-2025-077	C001	Aster North Analytics	2025-12-05	-$1,480.00
CM-2025-091	C010	Juniper Ridge Schools	2025-12-05	-$925.00

Excluded Documents — Audit Trail

These were deliberately excluded from spend: statements (reference only), voids, superseded originals, and duplicate scans.

Document	Cust ID	Customer	Type	Reason	Stated Total
INV-2025-1013	C013	Meridian Public Works	INVOICE	duplicate scan	$47,204.65
INV-2025-2101	C005	Evergreen Robotics Lab	INVOICE	superseded original	$10,791.00
INV-2025-2199	C009	Ion Trail Logistics	INVOICE	void - do not pay	$11,109.15
STMT-2025-Q3	C003	Cobalt Harbor Clinics	STATEMENT	statement (reference only, not spend)	$10,218.37
STMT-2025-Q4	C007	Glasspeak Hospitality	STATEMENT	statement (reference only, not spend)	$11,959.33

INV-2025-2199 — VOID, do not pay INV-2025-2101 original — SUPERSEDED by R1 revised INV-2025-1013 duplicate scan — counted once STMT-2025-Q3 / Q4 — statements, not invoices

Methodology: PDFs parsed with pdf-parse (page 1 only, { max: 1 }). Totals, subtotals, tax, status, and customer ID extracted via regex. Bank deposits and AR-aging snapshots were not used as spend sources. Net spend = gross invoice totals − credit memos.