The Rise of AI-Driven Finance Teams
May 12, 2026
In this episode of CFO Weekly, Jared Shulman, Co-Founder and CEO of Daylit, joins Megan Weis to explore how AI agents are transforming the finance function from cost center to value driver, drawing from his background in credit and hedge funds, his experience building Daylit into the leading AI agents platform for accounts receivable, and his role teaching entrepreneurial finance at Babson College.
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:
Episode resources:
If you enjoyed this episode, then please either:
- Follow, rate, and review on Apple Podcasts
- Follow on Spotify
Instructions on following, rating, and reviewing CFO Weekly are here.
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
- Why CFOs Are the Chief Everything Officers with Claire Bramley
- 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
If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest
CFO Weekly is handcrafted by our friends over at: fame.so
CFO Weekly is handcrafted by our friends over at: fame.so