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Cash Application Agent

AP, AR and expenses · by Fazeshift

Match incoming customer payments to open invoices, including complex cases such as parent-child hierarchies, partial payments, and single payments for multiple invoices.

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What it does

Match incoming customer payments to open invoices, including complex cases such as parent-child hierarchies, partial payments, and single payments for multiple invoices.

  • Accounts receivable automation
  • Cash application
  • Collections
  • Billing
  • Credit management
  • Dispute resolution
  • Contract review
  • Customer onboarding
Category
AP, AR and expenses
Users
Finance and accounting teams, Enterprise AR teams
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Fazeshift doesn't list prices publicly. Ask them for a quote.

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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  • Grade for Agencies

    by Grade

    Pay creators for every client from one platform.

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