Purpose
This page gives you a short list of high-leverage actions that produce visible AR results in your first session — so you can show your team value on day one without reading every doc page first. For Jobin (AR manager) at Acme Corporation, producing a high-quality account update often means hours of manual work — pulling invoice balances from ERP system, reconstructing email threads, and drafting follow-ups from scratch. Daylit removes that assembly work. Jobin (AR manager) opens any customer — for example Mesa Valley Construction — and the context is already there: invoices and payment history live-synced from the accounting system, communication history in one thread, and a rendered follow-up email pre-filled for that account. Review and send — no copy-pasting, and no second-guessing whether the invoice data is current. Use these quick wins as your entry point into the platform. Each one is chosen to help you collect cash faster, get more replies from customers, and spend less time on manual follow-up.Six quick wins
See your portfolio live
Open the dashboard and confirm aging buckets, total open balance, and AI-flagged risk accounts match your expectations.
Bulk-approve a day's dunning
Open Inbox, select the proposed reminder emails, and bulk-approve in one pass.
Send your first AI-drafted email
Pick one high-risk account, review the AI-drafted message, edit the tone, and send.
Enroll top overdue accounts
Drop your top 10–20 overdue customers into a collection program that runs your SOP automatically.
Pull a CFO-ready risk summary
Filter customers by risk signal and AR balance — share the list as your weekly risk readout.
Ask the AI agent a question
Try “Which customers are more than 60 days overdue?” or “Draft a payment reminder for Mesa Valley Construction.”
What it should look like after Week One
| Outcome | Signal |
|---|---|
| Inbox is your daily workflow | You start the day in Inbox → Review, not Excel. |
| First sequence is live | At least one collection program is enrolling customers automatically. |
| Top accounts have an owner | Every 60+ day overdue account has a status, note, or active sequence. |
| CFO has a recurring view | A weekly risk summary or saved view is shared with finance leadership. |
Where to go next
- New AR managers — follow the AR Manager journey for the full daily and weekly workflow.
- Finance leaders — follow the CFO journey for the metrics, risk, and conversation triage flow.
- Want to go deeper on setup? Run through the Quickstart.