The Rise of AI-Driven Finance Teams

Episode notes

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.