Trade Credit & Liquidity Management
Credit On The Go
Beyond the Buzz: Practical AI for Accounts Receivable and Credit Teams
0:00
-26:41

Beyond the Buzz: Practical AI for Accounts Receivable and Credit Teams

Separating marketing spin from real value when adopting AI tools in trade credit, collections, and treasury.

Artificial intelligence is rapidly moving from buzzword to business imperative in corporate credit and treasury, and this episode of Credit on the Go explores what that actually means for your portfolio, your team, and your career. Hosted by TCLM’s Bob Shultz, this conversation features Jared Shulman, CEO and co‑founder of Daylit, who brings a hedge‑fund and trading‑systems background to the front lines of accounts receivable (AR) automation. Together, they walk through how AI is already helping AR and credit teams collect more, faster; often tripling recoveries on higher‑risk receivables, reducing manual work by dozens of hours per week, and shrinking days‑outstanding on cash that would otherwise sit at 60–120 days.

For credit managers, collectors, and treasury professionals, the discussion tackles the “hype vs. reality” question head‑on: how to tell real AI from marketing spin, how to evaluate ROI beyond simple interest savings, and how AI can relieve chronically understaffed departments rather than replace them. You’ll hear practical guidance on preparing your team and yourself, especially if you’re mid‑career or tech‑skeptical, to become AI “power users,” shifting time away from low‑value, repetitive tasks toward higher‑value activities like negotiation, relationship building, and portfolio‑level risk management.

The episode also examines what AI will and will not change in credit decisioning, arguing that while the “science” of surfacing risk signals is being transformed, the “art” of setting limits, understanding willingness to pay, and aligning with your firm’s risk appetite remains firmly human. Along the way, they connect improved collections performance and portfolio transparency to better bank relationships, borrowing capacity, and pricing, making this a timely listen for anyone responsible for working capital, liquidity, or trade credit strategy.

Did you enjoy listening to this podcast? Please consider sharing it with your colleagues.

Share


About Our Guest:

Jared Shulman is the Co-Founder/CEO of Daylit, an AI agent platform for Accounts Receivable. Before founding Daylit, he worked at various hedge funds building AI trading and risk systems. Jared is a graduate of Babson College, where he also serves as a guest lecturer in the finance department and is a CFA charterholder. He can be reached at jared@daylit.com.


Editorial Opportunities:

Have insights to share? Get featured in TCLM. Contact us about contributing!

Advertising Opportunities:

Your audience is here: thousands of corporate trade credit, treasury, and finance professionals. TCLM is where quote-to-cash decision-makers engage with the latest trends and insights. Put your brand in front of the right people at the right time. Advertise with us!

Discussion about this episode

User's avatar

Ready for more?