Automate cash application, collections and billing workflows with Fazeshift’s accounts receivable agents.
Fazeshift builds AI agents for accounts receivable operations. The platform connects financial systems, payment information and customer communication to support cash application, collections, billing and related workflows. Its focus is the operational work around getting invoices understood, paid and reflected in the company’s records.
Cash application handles payment-matching situations such as customer aliases and parent-child account relationships. Collections workflows can prepare reminders and statements, include supporting documents and pause outreach when a customer is already working with the team. These tasks depend on accurate account context and carefully defined communication rules.
The billing workflow compares contract information with the records used to charge customers. Customer portals can support invoice viewing, payment and billing-detail updates. The website also describes handling payment disputes and interactions with customer accounts-payable portals.
Fazeshift advertises connections with ERP and CRM systems, payment services, banks and email. Examples include NetSuite, SAP, Sage Intacct, Salesforce and Stripe. Implementation should confirm which operations are supported in each connected system rather than assuming every advertised connection has identical capabilities.
Credit workflows combine agency reports and ERP information to support credit limits and holds. Customer onboarding can move form information into financial systems. Because these actions can affect invoices, cash records and customer relationships, finance teams should define approval boundaries before enabling automated changes.
The public site uses a demonstration-led sales process without a numerical price schedule. Start with a limited workflow and reconcile sample results against the ledger. Test exceptions, access permissions and escalation routes. Expand only after the responsible finance staff can explain the matching logic and recover from incorrect actions.
