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Daylit AR Agent is an AI-powered accounts receivable platform built for finance teams and AR managers who want to spend less time chasing invoices and more time making strategic decisions. It connects to your accounting system, pulls in your customers and invoices automatically, and layers in AI-generated signals, payment predictions, and collection workflows — all in one place.

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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 voice agent and in-app chat give 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 on each customer and invoice.
  • Automated collection sequences — Build multi-step outreach workflows with email and reminder steps that run on a schedule for enrolled customers.
  • Dunning programs — Define rule-based collection programs that auto-enroll customers when invoices become overdue and send touchpoints at configured intervals.
  • Voice and 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 accounting platforms via Merge.dev to keep your data in sync.

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Who it’s for

Daylit AR Agent is designed for:
  • Finance teams that manage collections across a large customer portfolio and need visibility into aging, risk, and cash flow.
  • AR managers responsible for reducing days sales outstanding (DSO) and keeping collection workflows consistent and on time.

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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.

Integrations

See which accounting systems, email providers, and CRMs you can connect to Daylit.

API reference

Explore the REST API to query customers, invoices, insights, and automate actions programmatically.