How PDQ Transformed Accounts Receivable with Fazeshift

PDQ is a fast-growing software company trusted by thousands of IT teams to manage devices and systems at scale. As the business grew, so did the complexity of getting paid. Payment volume increased, customers paid through multiple channels, and cash application and collections became a daily, time-consuming effort spread across NetSuite, Stripe, bank portals, and spreadsheets.

What had once been manageable quickly turned into a bottleneck. Invoices piled up. Payments required constant research. Multiple people spent hours each day manually applying cash, chasing down remittances, and reconciling systems, with errors and delays inevitable as volume increased.

PDQ partnered with Fazeshift to automate these workflows without changing how the team already operated. Fazeshift adapted to PDQ’s existing systems and processes, automating the most manual parts of cash application and collections, reducing errors, and giving the finance team immediate relief, without a rip-and-replace implementation.

How PDQ Transformed Accounts Receivable with Fazeshift

• ~75% reduction in manual cash application work
• Invoices paid faster through automated collections
• Freed up finance team to support acquisitions without adding headcount

PDQ is a fast-growing software company trusted by thousands of IT teams to manage devices and systems at scale. As the business grew, so did the complexity of getting paid. Payment volume increased, customers paid through multiple channels, and cash application and collections became a daily, time-consuming effort spread across NetSuite, Stripe, bank portals, and spreadsheets.

What had once been manageable quickly turned into a bottleneck. Invoices piled up. Payments required constant research. Multiple people spent hours each day manually applying cash, chasing down remittances, and reconciling systems, with errors and delays inevitable as volume increased.

PDQ partnered with Fazeshift to automate these workflows without changing how the team already operated. Fazeshift adapted to PDQ’s existing systems and processes, automating the most manual parts of cash application and collections, reducing errors, and giving the finance team immediate relief, without a rip-and-replace implementation.

The challenge: manual processes, limited visibility

“Our invoices just kept growing exponentially. Everything was super manual, and there were definitely errors.”

PDQ’s AR challenges weren’t the result of a single broken workflow; they were the accumulation of many manual ones.

Collections outreach required pulling invoice reports and sending individual emails. ACH, wire, and check payments were handled by different people, then manually researched and entered into both NetSuite and Stripe. Errors were common when remittance information was incomplete or unclear.

Even attempts to streamline, like mail merge, still required building CSVs and ongoing manual upkeep.

As volume increased, multiple accountants were spending one to two hours per day just on payment application. Check processing alone could take up to four hours. Beyond the time cost, there was no reliable, real-time view into AR.

The solution: end-to-end AR automation with Fazeshift

“I was very skeptical about AI in general… but as skeptical as I was going into it, Fazeshift has been phenomenal.”

Despite initial skepticism around automation, PDQ quickly saw the impact once Fazeshift was live.

Fazeshift unified PDQ’s AR workflows across cash application, collections, and analytics, integrating directly with NetSuite and Stripe while eliminating duplicate work.

On the cash application side:

• ACH and wire payments are automatically matched and submitted
• Payments are marked as paid in both NetSuite and Stripe without manual effort
• Check processing dropped from ~4 hours to the <1 hour it takes to simply open mail

Collections outreach was automated and consistent, leading to faster responses and quicker payments. Over-60-day balances declined, and PDQ was able to tighten policies without sacrificing flexibility for special cases.

Analytics that once required manual reporting became immediately available. Invoice aging, outstanding AR, and DSO trends were visible at a glance, eliminating the need to manually build collections reports.

The impact: time back, faster payments, better decisions

“The most valuable thing Fazeshift delivered was giving us our time back.”

The most meaningful change for PDQ wasn’t a single metric. It was how the team spent its time.

With manual work removed, PDQ’s finance team reclaimed hours each day across multiple roles. That time was reinvested into higher-value initiatives, including onboarding a newly acquired company.

AR visibility also improved dramatically. With trusted data readily available, PDQ reduced AR meetings from weekly to monthly.

As collections improved, PDQ saw a meaningful decline in invoice aging. DSO, which had previously spiked, stabilized at approximately 29–30 days – the lowest PDQ has ever seen.

Why Fazeshift: software and partnership

“You treat us like we’re your only client. The customer service has been amazing. 10 out of 10.”

Beyond the product itself, PDQ points to Fazeshift’s partnership as a key differentiator.

From implementation through ongoing use, the Fazeshift team worked closely with PDQ: answering questions quickly, hopping on calls when needed, and continuously improving the product based on real-world feedback.

For finance teams struggling with manual, fragmented AR processes, PDQ’s experience shows what’s possible when automation fits the way you work.

Book a demo to see how Fazeshift can help your team reclaim time, reduce errors, and gain control over accounts receivable.