In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are fundamentally transforming accounts receivable and the broader finance function. Jared brings a unique perspective shaped by his background in credit and hedge funds as a CFA charterholder, his entrepreneurial journey into fintech, and his role teaching the next generation of finance leaders at Babson College.
With deep experience underwriting accounts receivable portfolios and building AI-powered financial platforms, Jared shares how Daylit has evolved from an AI factoring and credit company into the leading AI agents platform for accounts receivable, having recently raised $110M in equity and debt funding. He unpacks why finance teams are currently caught in a "triple spend" trap, why the future belongs to teams that move from operators to architects, and how headless finance is no longer a distant concept.

What You’ll Learn:

• Why finance teams are stuck in a triple spend trap when adopting AI
• How AI agents are elevating finance professionals from operators to architects
• The concept of headless finance and what it means for the CFO suite
• Why becoming fluent in AI matters more than buying the latest enterprise tool
• How Daylit reduces accounts receivable costs by up to 75%
• What the CFO function could look like in three to five years

Learn More About Jared:

• Jared Shulman on LinkedIn
• Daylit Website

Episode resources:

• Personiv's Website
• Personiv on LinkedIn
• Personiv on Facebook
• Personiv on Twitter
  
  

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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:

• Driving Value Beyond Finance with Tom McDermott
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• Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
• NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
• What Lights You Up? with Jordan Grumet
• Become a Lean Six Sigma Master Black Belt with William Washington
  
  

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