The agents read customer invoices and open balances from Workday Financials, match incoming payments, and prepare payment applications for your team to approve.
Category
ERP & accountingApply cash in Workday Financials without manual research.
Fazeshift reads customers, open customer invoices, credit adjustments, and payment terms from Workday Financials. Incoming payments are matched using bank data and the remittances customers send by email or through their portals.
Matched payments are prepared as applications against the right invoices and companies. Collection activity and dispute reasons are tracked against the same customers, so the AR picture in Workday stays complete.
Remittance pulled in
Remittance details from emails, attachments, and payer portals are attached to each payment before it is applied.
Approval built in
Applications are prepared for review, so your team keeps control of what is posted in Workday.
Across companies
Customer invoices are read for every company you run in Workday, so one team can work them all.
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.