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Why Daylit?

Instead of spending Monday morning running aging reports and manually emailing 50 clients, connect Daylit to your accounting system and let us handle that for you. Daylit AR Agent continuously analyzes your portfolio, predicts payment dates, and automates outreach — identifying the 10 highest-risk accounts that need your personal attention and drafting personalized emails for your review, while auto-sending reminders to the rest. Automate daily follow-ups so you can focus on the accounts that matter. Lower days sales outstanding (DSO). Improved cash flow. No added headcount.

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Meet the Acme Corporation team

The examples throughout this documentation follow one simulated company — Acme Corporation. Acme Corporation’s finance team uses Daylit to run collections across the portfolio:
  • Maria (VP Finance) — reads the dashboard and cash forecast; delegates priorities to Jobin (AR manager).
  • Jobin (AR manager) — triages risky accounts, reviews AI drafts in Inbox, configures programs, and handles escalations.
Daylit removes most of the manual work an AR associate would otherwise carry — routine enrollment, bulk reminders, and queue throughput run through collection programs and Inbox with minimal hands-on effort. Five customers appear often in examples — Apex Solutions, Mesa Valley Construction, Orion Electric Supply, Redwood Chemical Supply, and Sterling Logistics — each flagged Risky with a distinct collections issue. Follow Jobin (AR manager)‘s workflow in the AR Manager journey or Maria (VP Finance)‘s view in the CFO & VP Finance journey.

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What Daylit AR Agent does

When you connect your accounting software, Daylit syncs your customers, open invoices, and payment history. From there, the AI continuously analyzes your portfolio to surface risk signals, predict when invoices will be paid, and recommend collection actions. You can automate outreach with email sequences, enroll overdue customers in dunning programs, and review or approve each communication before it goes out — or let the system send automatically. The in-app chat agent gives you a conversational interface to query your AR data, draft collection emails, and get portfolio summaries without navigating menus.

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Key capabilities

  • AR aging dashboard — View your entire receivables portfolio broken down by aging bucket (current, 1–30, 31–60, 61–90, and 90+ days past due) in real time.
  • AI signals and insights — Receive AI-generated risk signals, conversation summaries, payment predictions, and collection strategy recommendations.
  • Automated collection sequences — Build multi-step outreach workflows with email and reminder steps that run on a schedule.
  • Dunning programs — Define rule-based collection programs that auto-enroll customers when invoices become overdue.
  • Chat agent — Ask questions about your portfolio, request email drafts, and get account summaries using natural language.
  • Accounting integrations — Connect QuickBooks, NetSuite, Xero, Sage, and other major platforms via Merge.dev.

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Who it’s for

Daylit AR Agent is designed for:
  • Finance teams that manage collections across a large portfolio and need visibility into aging, risk, and cash flow.
  • AR managers responsible for reducing days sales outstanding (DSO) and keeping collection workflows consistent.
  • Sales teams that give account executives visibility into receivables risk before renewals and new business conversations.

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Where to go next

Quickstart

Connect your accounting system and set up your first collection workflow in minutes.

Core concepts

Learn the key terms and data model Daylit uses: customers, invoices, insights, sequences, and more.