The agents read open invoices and contacts from Xero, match incoming payments to them, and record the payments back, so bank reconciliation in Xero has less left to do.
Category
ERP & accountingFewer unreconciled lines in Xero every morning.
Fazeshift connects to your Xero organization and reads contacts, open invoices, credit notes, and payment terms. As payments arrive, the agents work out which invoices each one pays and record the payments in Xero against those invoices.
Because the payment is already recorded against the invoice, the matching bank line in Xero reconciles with a click instead of a search. Overdue invoices move into collections automatically, and the agents keep a record of every reminder they send.
Faster bank reconciliation
Payments are recorded against invoices before you open the bank feed, so most lines already have a match waiting.
Credit notes applied
Open credit notes are taken into account when a customer pays a net amount, so the balance in Xero comes out right.
Collections from live balances
Reminders go out only for invoices that are still unpaid in Xero, so customers who already paid are left alone.
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.