Connect a bank account through Plaid. Fazeshift reads incoming transactions and balances and matches each deposit to the invoice it pays.
Category
BankingBring in a bank account in a few clicks.
Not every bank offers a direct feed. Through Plaid, you can connect checking and operating accounts at thousands of banks and credit unions, and Fazeshift reads the incoming ACH, wire, and check deposits on each one and matches them to open invoices.
Access is read-only: Fazeshift reads transactions and balances from the connected accounts. Balances feed Insights & Reporting, so cash and AR appear in one place.
Any bank, one connection
Accounts at banks without a direct feed connect through Plaid in a few clicks.
Deposits matched daily
New transactions are read every day and matched to open invoices.
Read-only access
Fazeshift reads transactions and balances. Your bank login stays with Plaid.
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.