Finance teams repeat the same five questions every month. Here they are, ready to paste into EQQ and rename.
1. AR aging by customer

SELECT c.CustomerName,
SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) BETWEEN 0 AND 30 THEN i.Amount ELSE 0 END) AS [0-30],
SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) BETWEEN 31 AND 60 THEN i.Amount ELSE 0 END) AS [31-60],
SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) BETWEEN 61 AND 90 THEN i.Amount ELSE 0 END) AS [61-90],
SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) > 90 THEN i.Amount ELSE 0 END) AS [90+]
FROM Invoices i JOIN Customers c ON c.Id = i.CustomerId
WHERE i.Paid = 0 GROUP BY c.CustomerName ORDER BY [90+] DESC;
2. Revenue by month, current year vs last
SELECT fQQ_MonthBucket(InvoiceDate) AS Month,
SUM(CASE WHEN YEAR(InvoiceDate) = YEAR(GETDATE()) THEN Amount ELSE 0 END) AS CurrentYear,
SUM(CASE WHEN YEAR(InvoiceDate) = YEAR(GETDATE())-1 THEN Amount ELSE 0 END) AS PriorYear
FROM Invoices GROUP BY fQQ_MonthBucket(InvoiceDate) ORDER BY Month;
3. Top 20 customers by YTD revenue
4. Unapplied cash list
5. Month-end close checklist
(Bodies trimmed for brevity - paste-ready templates available in the free trial's starter bundle.)
How to install them
Download the Finance Starter Bundle from your EQQ customer portal, unzip into any folder, then Manage Queries → Import. Assign the queries to the Finance Query User role. Done in under ten minutes.
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Key Terms
- AR - Accounts Receivable - money owed to the business by customers for goods or services already delivered.
- YTD - Year to Date - the cumulative total from the first day of the current fiscal year to the present date.