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Fazeshift

AI agents for accounts receivable tasks such as cash application, collections, contract-to

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Fazeshift is an AI agent platform for accounts receivable that automates existing order-to-cash processes without replacing the systems a team already uses. It addresses manual work in payment matching, collections outreach, billing, and customer onboarding, drawing on data from ERP, CRM, billing, email, bank, and portal systems.

The platform includes dedicated agents for Cash Application, Collections, Contract Review, Billing, Credit, Payment Dispute, and Onboarding, along with a self-serve Payment Portal for customers to view and pay invoices. The Billing Agent creates subscriptions or invoices in systems including Stripe, NetSuite, and Sage Intacct, while the Onboarding Agent syncs billing details to NetSuite and SAP. Integrations cover bank feeds for reconciliation, ERP systems for real-time invoice and payment status, and CRM systems for customer context. Security features include SOC 1 and SOC 2 Type II compliance, GDPR compliance, single sign-on, user-level permissions, AES-256 encryption, and a zero-data retention agreement with OpenAI.

Fazeshift is built for finance and accounting teams handling accounts receivable and order-to-cash operations, including organizations with complex payment scenarios and multi-entity structures. Access is arranged through demos, and the pages do not specify a free plan, trial, or pricing model.

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