
The agents read customers and open invoices from Zoho Books, match incoming payments to them, and send reminders for what is still unpaid.
Category
ERP & accountingKeep Zoho Books up to date as payments arrive.
Fazeshift connects to Zoho Books and reads your customers, open invoices, credit notes, and payment terms. Each incoming payment is matched to the invoices it pays and recorded in Zoho Books with the right amounts.
Collections run from those same balances. The agents send reminders that quote the customer’s own invoice numbers, read the replies, and route anything unusual to a person before it changes your books.
Payments recorded
Matched payments are recorded against the right invoices, including partial payments and applied credits.
Replies handled
When a customer answers a reminder with a question or a promise to pay, the agents read it and update the account.
Reporting from live data
Aging, DSO, and collection trends are calculated from Zoho Books data, not from a spreadsheet export.
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.