The agents work your AR shared mailbox in Microsoft 365, read every email and attachment, and reply from your own Outlook address.
Category
CommunicationThe AR shared mailbox in Outlook, worked for you.
Fazeshift connects to a shared mailbox in Microsoft 365 with the permissions your IT team approves. The agents read each email and attachment, including PDF and Excel remittances, and link it to the right customer and invoices.
Customers get answers to routine questions, like a copy of an invoice or a remittance address, from your own Outlook address. Disputes, escalations, and anything unusual are drafted for your team to review before they are sent.
Admin-approved access
Access is limited to the mailboxes your Microsoft 365 admin grants.
Attachments read
PDF, Excel, and image remittances are read and matched, not just the email text.
Your address, your threads
Replies stay in the original thread and come from your Outlook address.
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.