Fazeshift
AI-powered accounts receivable automation platform with AI agents that automate invoicing, payment matching, and customer communications.
Where Fazeshift ranks
Current edition · updated Oct 20, 2026About Fazeshift
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift.
Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process.
The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow.
Products
Match incoming customer payments to open invoices, including complex cases such as parent-child hierarchies, partial payments, and single payments for multiple invoices.
Send professional, personalized payment reminders and dunning letters aligned with brand voice and customer payment behaviors.
Analyze contracts, compare them to what is actually getting billed, and reverse the review process for usage-based or variable billing.
Turn sales contracts into subscriptions or invoices within billing systems, including Stripe, NetSuite, and Sage Intacct.
Create a frictionless self-serve process for customers to view and pay invoices, as well as update billing information.
Obtain credit reports from credit agencies, update information in your ERP, and set credit limits or holds.
Track the status of invoices in accounts payable portals or emails and respond to payment disputes without needing to step in.
Leverage onboarding forms to fill out billing details that sync with your ERP system, including NetSuite and SAP.
What customers say
“Fazeshift’s AI supports us end-to-end, from billing through cash application. It automatically detects new contracts in Salesforce, extracts key details, sets up accurate invoicing, sends timely payment reminders, and applies cash to the correct invoices. It’s significantly improved the accuracy and efficiency of our entire order-to-cash process.”
“Fazeshift has made it easier and much more efficient for us to apply payments and systematically contact our customers with payment reminders. Our overall AR balance has dropped 20% since we started to use Fazeshift, and our team is able to count on Fazeshift's products and customer support to streamline our critical business operations.”
“We love working with the Fazeshift team. Their team members are always so responsive and helpful to any request I have. They always go the extra mile to provide what we need. The Fazeshift system provides an intuitive billing solution that helps us manage our client billing effortlessly.”
AdVon used Fazeshift to automate invoice tracking around its existing Kanban workflow and outbound collections emails across finance and sales. Fazeshift reports more consistent collections, fewer errors, and improved…
Case studyPDQ used Fazeshift to automate cash application and collections across NetSuite and Stripe. Fazeshift reports that check processing fell from about four hours to under one hour, AR meetings shifted from weekly to…
Case study
Security and compliance
As reported by Fazeshift. Ask for audit reports before you buy.
- SOC 1 Type IICompliant
- SOC 2 Type IICompliant
- SOC 2 Type ICompliant
- ISO/IEC 27001Compliant
- Encryption in transit
- Encryption at rest
- Zero-Data Retention Agreement with OpenAI
- No model training on customer data
- Single Sign-On (SSO) support
- Advanced user-level permissions
- Network segmentation
- Continuous monitoring
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