How AdVon Automated Accounts Receivable Without Replacing Their Process

AdVon is a fast-growing SaaS company that helps brands scale content creation and distribution with technology purpose-built for modern marketing teams. As the business has grown, AdVon has built a reputation for operational rigor, supporting a large and diverse customer base while managing significant recurring revenue at scale. Behind that growth, the finance team plays a critical role in keeping cash flow predictable and the business running smoothly.

Like many teams serving SMB-heavy customers, their accounts receivable process had to account for inconsistent payment behavior, frequent follow-ups, and a steady stream of exceptions. Over time, the team had built a process that worked, but it was almost entirely manual.

Each month, more than 800 invoices were tracked using a Kanban-style board. One team member was responsible for creating tickets, moving them between columns, and making sure nothing was missed. The system provided visibility, but it required constant upkeep and left plenty of room for errors and dropped follow-ups.

The challenge: a manual process that didn’t scale

“When you have a manual process, you’re not only spending a lot of time, but it’s inevitable that you'll have errors.”

- William Zeigler, Finance Director

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As AdVon evaluated accounts receivable automation software, they kept running into the same issue. Most tools required teams to conform to rigid, predefined workflows. That didn’t match the reality of AdVon’s customers or the way their finance and sales teams operated day to day.

Their manual Kanban board existed for a reason: it reflected real-world customer behavior. Replacing it with a one-size-fits-all system risked losing that nuance. But maintaining it by hand wasn’t sustainable either.

AdVon needed automation that could preserve their existing process while eliminating the manual work and errors that came with it.

The solution: automation without rip-and-replace

“With Fazeshift, we were able to custom-build our process into an automated software.”

- William Zeigler, Finance Director

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Rather than asking AdVon to rip out their workflow, Fazeshift focused on understanding it in detail. The team mapped how invoices moved through the Kanban board, how collections outreach was handled, and where manual effort slowed things down.

That process became software.

Fazeshift’s Boards feature automated invoice tracking end to end, mirroring AdVon’s existing logic without requiring manual ticket creation or maintenance. Invoices now progress automatically based on AdVon’s rules, giving the team the same visibility they relied on before, but without the overhead.

At the same time, Fazeshift automated all outbound collections emails across both finance and sales. Follow-ups and escalations became consistent and reliable, reducing the chance that invoices would be missed simply because someone forgot to send a reminder.

The impact: faster collections, fewer errors

“Automating with Fazeshift minimized the time, and more importantly, minimized the errors and tasks falling through the cracks.”

- William Zeigler, Finance Director

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With Fazeshift in place, AdVon’s collections process became more consistent and easier to manage. The team saw higher collection rates across invoice buckets and reached those outcomes faster, without increasing headcount or manual effort.

Fazeshift also improved cross-team visibility. Sales and account managers gained a shared source of truth for invoice status without needing direct access to the accounting system. When customers reached out with questions or disputes, non-finance teams could quickly understand the situation and help move collections forward.

Weekly collections meetings shifted from reconciling spreadsheets to reviewing clean, structured exports from Fazeshift, allowing the team to focus on decisions rather than data cleanup.

Why Fazeshift: a true product partner

“Fazeshift's partnership is one of the most valuable factors of the relationship. It’s not often you get to work with a partner where you can literally reach out and ask for a major new feature and they’ll have it built for you the next week.”

- William Zeigler, Finance Director

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Beyond the software itself, AdVon points to Fazeshift’s partnership as a major differentiator. The teams collaborate closely, often through Slack, and feedback regularly turns into shipped product improvements.

This responsiveness allowed Fazeshift to continue refining automation around AdVon’s evolving needs without forcing disruptive process changes or long implementation cycles.

For AdVon, Fazeshift delivered value by meeting them where they were. Instead of replacing their accounts receivable process, Fazeshift automated it, making it faster, more consistent, and far less error-prone.

If your AR team relies on manual workflows that don’t fit rigid tools, book a demo to see how Fazeshift can automate accounts receivable without asking you to start over.