Accounts receivable insights, tips and guides

Collection Cases standardizes how AR teams handle disputes, promises to pay, and inquiries. Instead of each case depending on who opens it, every case type gets a default sequence with an AI-suggested next step your team confirms with one click.

What we heard at NACM's 130th Credit Congress & Expo in St. Louis: why credit and collections teams can't attract or keep talent, what turnover really costs, and how AR teams are bridging the gap with AI.

An AR job posting signals real receivables pressure. Here's how hiring an AR specialist compares to automating collections on cost, speed, and DSO impact — and why "automate first, then hire into judgment work" usually wins.

How AR automation turns receivables into measurable enterprise value for PE portfolio companies—cutting DSO, lowering opex, and lifting EBITDA at exit.

Step-by-step guide to building a Claude skill that validates invoices before they go out, cross-referencing every draft against the customer account record. Free skill file and sample data included. By Jared Shulman, CFA.

Step-by-step guide to building a Claude skill that reconciles bank statements against your open invoice register, with the actual free skill file. Part of Daylit's free weekly AI Skills program for finance professionals.

AI is reshaping how finance teams operate, and the professionals who build fluency now will have a compounding structural advantage over those who wait. Daylit's AI Survival Guide is a free, 6-module training course for accountants, AR analysts, and controllers that teaches AI fluency through hands-on skill-building using the 4D Prompt Engineering Framework — with a downloadable Claude Skill delivered at the end of every module, no coding required.

Daylit, a venture-backed AI startup, is open-sourcing a weekly training program that cuts Accounts Receivables costs 75%+ at early customers — aimed at legacy software vendors serving the CFO

A complete guide to the best B2B AR collection strategy for reducing DSO in 2026. Covers early intervention, dispute resolution, AI-powered platform selection, and embedded working capital access for mid-market companies with $50M–$500M in revenue.