How are agent actions tracked and audited?

Every action an agent takes is recorded with the evidence behind it — the remittance page, the email, the portal record — and the time it happened. When someone on your team changes a decision, that change is recorded too, with their name. A reviewer can reconstruct what happened to any invoice or payment and who touched it.

What happens when an agent can’t resolve something?

It escalates to the right person on your team with what it found, what it recommends, and why — the full thread, the candidate invoices, and the evidence. Your team approves a decision it can see in full, and that decision becomes the rule the next time the same case comes up. Nothing waits in a queue nobody owns.

Is my financial data secure?

Yes. Fazeshift is independently audited for SOC 1 Type II and SOC 2 Type II, and it is GDPR compliant. Your AR data does not train anyone’s model: the agents run on models from OpenAI and Anthropic under zero-data-retention agreements. Enterprise SSO via SAML/OIDC is available, and every action and change is tracked. The reports are in our Trust Center for your team to review.

How is this different from rule-based AR automation?

Rule-based tools match on exact fields and send everything else to a queue. Fazeshift’s agents read the remittance, the email, and the account history the way a skilled AR analyst would, then act — applying cash, following up, or escalating with a recommendation. They are built for the 20% of cases that take 80% of your team’s time, and they write results back to your ERP instead of only reading from it.

How much does Fazeshift cost?

Pricing depends on your invoice and payment volume and on which agents you run. Book a demo and we’ll scope it against your actual AR, so the quote reflects the work the agents will take off your team.

Agentic AR Platform | AI Agents for Accounts Receivable

The Agentic AR Platform

Fazeshift’s AI agents work across your ERP, bank, inbox, remittance files, and customer portals — so nothing stalls in a queue nobody’s working. Your systems stay in place. The work gets done.

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A person typing on a laptop that shows the Fazeshift aging schedule, with open invoices grouped by days past due

Not bots. Not rigid rules.

Automation breaks on the exception. Agents don’t — they read what’s actually there and act on it, across every system, end to end.

Why Fazeshift

AR data lives in three forms — the structured fields in your systems, the unstructured mess of documents and portals, and the tribal knowledge no automation can touch. One agent layer works across all three.

Connect across every system

Connect

Agents connect across your ERP, bank feeds, inbox, remittances, and customer portals — however many systems your AR actually touches. No migration, no new system of record.

Escalate, when it needs a human

Escalate

When a case genuinely needs a judgment call, it reaches the right person — with the full context, the agent’s recommended next step, and the reasoning behind it. You see how it’s thinking, then approve, adjust, or overrule.

Most AR tools automate the invoices that were always going to pay cleanly. Fazeshift’s agents are built for the 20% that takes 80% of your team’s time — the short pays, the mismatched remittances, the disputes that need real judgment.

Incoming paymentNo remittance$19,486.89

Agent matched across 3 open invoices — Northwind Foods

INV-4471Northwind Foods$8,240.00Applied
INV-4482Northwind Foods$7,246.89Applied
INV-4490Northwind Foods$4,000.00412.00 short

Cash Application

Payments arrive with no remittance, split across invoices, short by an amount nobody explained. The agent finds the reason, applies the cash, and posts it back to your ledger.

Outreach cycle34 accounts · 3 off-script

Aperture Ltd47dOutreach pausedOpen dispute on INV-3390 — chasing escalates it
Vector Supply62dEscalated to AP managerThird unanswered notice at the AP alias
Helix Foods12dHoldingOn payment plan — next installment Sep 12

Collections

Not a dunning calendar. Every account is read on its own terms — including the ones where the right move is to stop chasing.

Inbox today1,247 messages

RemittancesCash Application684
DisputesCollections212
Balance requestAnswered348

Didn’t match a pattern3

AR Inbox

Everything that lands gets read, routed, and answered. The handful that fit no pattern go to a person, with the full thread.

Agent09:14
Applied $412.00 as promo deduction PO-2231
Evidence09:14
remittance_sep.pdf · p.2
Sarah M. · Controller09:22
Adjusted to trade discount
Agent09:22
Rule saved — Northwind short pays

Audit history & control

Every decision traced to its evidence, and to the person who changed it. What they decide becomes the rule.

Next 30 daysExpected cash

$4.28Mof $5.48M open

$1.2M at risk — 3 accounts in open dispute, excluded from the forecast until resolved.

Reporting & Cash Forecasting

What’s actually going to land, not what’s technically due. Disputes stay out until they’re resolved.

Every AR workflow. One platform.

From mid-market to public companies, the agents scale with the complexity. Take one high-volume B2B services company: they run collections and cash application on Fazeshift — $71.7M collected through automated outreach — and as their AR grew ~25%, the impact showed up across the board.

See customer stories

Days Sales Outstanding

~~From 120 days~~ to 16 days

Cash comes in about 87% faster — the bottom-line result of running the whole AR cycle on agents, even as the business kept growing.

Works with what you already run

We write back to your systems, not just read from them. Running something we haven’t connected? Usually a month or two.

View integrations

How the agents connect, act, and stay accountable.

No. Your ERP, bank, and billing platform stay the system of record. Fazeshift’s agents operate across them as the execution layer — connecting, not replacing.

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.

Book a demo