Fazeshift reads companies, contacts, and closed deals from HubSpot and writes payment status back, so your go-to-market team knows who has paid.
Category
CRMKeep HubSpot and accounts receivable in step.
Fazeshift reads companies, contacts, deal owners, and closed-won deals from HubSpot. Billing & Contract Intelligence uses deal amounts, products, and terms to check invoices before they go out.
Collection activity and payment status are written back to the HubSpot company, so customer success and sales can see an overdue balance without asking finance. The right contact for each reminder comes from HubSpot, not an old spreadsheet.
Billing from closed deals
Deal amounts and line items are checked against invoices, so what was sold is what gets billed.
Payment status in HubSpot
Open and overdue balances are written to the company record for your go-to-market team.
Current contacts
Reminders go to the billing contact listed in HubSpot, updated as your team changes it.
See it run in your system
Bring a batch of your real AR — invoices, payments, whatever’s messiest — and we’ll show you exactly how the agents would read, match, and post it back against your own records.