Fazeshift reads accounts, owners, and contracts from Salesforce and writes AR status back, so sales and finance work from the same picture of every customer.
Category
CRMGive account teams the AR picture without ERP access.
Account owners need to know when a customer is overdue, but they rarely have access to the ERP. Fazeshift reads accounts, contacts, owners, and closed-won opportunities from Salesforce and writes the open balance, overdue amount, and collection status back to the account.
Billing & Contract Intelligence uses opportunity and contract data to check that invoices match what was sold. Collections can loop in the account owner when a customer goes quiet, and reporting can segment AR by any Salesforce field.
AR status on the account
Open and overdue balances appear on the Salesforce account, so reps see them before the next renewal call.
Invoices that match the deal
Closed-won opportunities and contract terms are compared with invoices, so billing errors are caught early.
Owners looped in
When a customer stops responding, the agents can bring in the account owner with the full history.
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.