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Reporting
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Reporting
The AR reports your CFO asks for, already in their inbox
Build an AR aging report by branch, region or customer group in a few clicks. Save it once and Daylit emails it on a schedule.
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Saved reports
AR aging broken out the way your business is organized
Group and filter by branch, region, entity, job, customer or your own labels. Save it as a named report, preview it and export to CSV.
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Scheduled delivery
The weekly AR report that sends itself
Subscribe your team or executives to any saved report, weekly or monthly in their time zone, with a record of every send.
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Totals that reconcile
Every subtotal adds up to total AR
Anything missing a branch or region lands in Unassigned instead of quietly dropping out, so the numbers always match.
Features behind better reports
The labels you define become groupings in your aging reports and keep themselves up to date, and every dispute is tagged with a reason.
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Smart Labels
Write the rule once, and Daylit keeps every customer labeled by your rules after every sync, every night, and every rule change.
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Label Effects
When a customer gains or loses a label, Daylit moves them into or out of the sequence you chose.
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Dispute Reasons
Daylit tags every new dispute with a reason and shows why, with a confidence level. Your team confirms it or fixes it in one click.
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23%
Improvement in DSO, in the first quarter
“One of the biggest things about Daylit that I love is that you can figure out how to use it in like 20 seconds.”
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Aaron Lynch
VP of Finance, Maintera
See how finance teams are getting paid faster with Daylit.
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Integrations
Works with the systems you already use
Daylit syncs with your ERP, so every follow-up starts from current invoices and account history.
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More from the Daylit platform
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Forecasting
A 13-week view of the cash coming in, weighted by how each customer actually pays. When a customer promises a date or opens a dispute, the forecast moves with it.
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Payments & Capital
Get cash for an open invoice from inside Daylit, or draw on a working capital line. Pay Daylit back on the term you choose.
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Prioritization
A worklist that re-ranks itself every night, weighted by the collection policy your manager sets, so collectors start each morning on the accounts that matter most.
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