What does it do when an invoice is disputed?

It stops the reminders on that invoice and routes the dispute to resolution, with the customer’s message, the invoice, and the account history attached. Outreach on the customer’s other invoices carries on, and the disputed one only goes back into the cadence once it’s resolved.

Will it email my customers on its own?

Only when you’re ready. You can start with every message waiting for review, then turn on automatic sending for the kinds of outreach you trust. Higher-stakes accounts and messages can stay on review for as long as you want.

How does it decide who to chase first?

It looks at what’s actually holding each invoice up and what’s at stake: the amount, how far past due it is, the account’s payment history, and whether a dispute or a missing document has to clear first. Invoices that only need a nudge get one. The ones that need a person go to your team, at the top of the list.

Is my financial data secure?

Yes. Fazeshift is independently audited for SOC 1 Type II and SOC 2 Type II, and is GDPR compliant. Every connection to your ERP, bank, inbox, and portals is one you authorize from your own systems and can revoke at any time. Your AR data does not train anyone’s model: we run on OpenAI and Anthropic models under zero-data-retention agreements. The reports are in our Trust Center for your team to review.

Collections Automation | AI Agents for AR

Collections

Fazeshift’s collections agent works every open invoice by the reason it’s actually unpaid — a dispute, a missing PO, cash that’s already in and just unmatched, or a customer who simply forgot — and handles each the way it needs to be handled, across every account in your ledger.

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AR aging · 90+ days7 accounts · $328,500

Riverton Industries$96,400Past due

Meridian Supply$48,200Past due

Calder & Boyd$18,400Past due

Northgate Logistics$64,900Past due

Halvorsen Group$31,200Past due

Pratt Materials$27,300Past due

Ashfield Corp$42,100Past due

Customer reply · Mar 14

“We disputed this back in March. Nobody ever came back to us.”

Payment received · Aug 04

$18,400.00 landed six weeks ago. Never applied.

Outreach

Reminder 4 of 4 — sent, opened, no reply.

A reminder only helps the customers who forgot. The rest of your “90+ days” bucket is something else entirely — already paid but unmatched, billed wrong, never delivered, in dispute, missing a PO — and each one needs a different fix. Chasing harder just sends another email to people a reminder was never going to move. Automation without context doesn’t fix that; it just lets you do the wrong thing faster.

Why agents, not rules

The effort goes where it’ll actually move cash, and stays off the accounts where another email would only make things worse.

Not just what’s overdue. What’s already paid, promised, or disputed.

Connect

The agent pulls the open ledger from your ERP, plus the AR inbox, remittance, bank data, and the customer portals your team logs into by hand. So it knows not just what’s overdue, but what’s already been paid, promised, or disputed on each account.

Half the balance. Never going to move with a reminder.

Understand why it’s unpaid

For each open invoice, it reads the signals it already has — cash that’s landed but isn’t matched yet, a dispute or short pay on file, a missing PO surfaced in the inbox, a prior promise-to-pay, or simply no reply yet — and separates the invoices that need a nudge from the ones that need something else entirely.

Blocker cleared in the same thread. Nobody on your team touched it.

Reach out

For the accounts that just need following up, it sends invoice-specific, timezone-aware outreach on a cadence that never slips — a real question a customer can answer in one line, not a “final notice.” And when a customer replies asking for a PO, a statement, or a W9, it answers and attaches the document in the same reply, so the blocker clears instead of bouncing to a person.

Escalate, when it needs a human

Escalate

When a reason needs a human — a real dispute, a billing error someone has to catch, a high-value account better handled by relationship than by email — it routes the case to the right person with the full context and its recommended next step. You approve, adjust, or overrule.

Applied across every agent, feeds the loop

Learn

Every reply, promise, and resolution teaches the agent which accounts respond to what — so its prioritization and its messaging get sharper the next time, instead of running the same cadence at everyone forever.

One bucket, four different fixes

“Past due” is a label, not a diagnosis. The agent works each reason the way it actually needs to be worked:

Already paid, just unmatched

Cash that’s already landed and only needs applying — so you stop chasing money the customer has already sent. (The collections and cash application agents share the same ledger, so a paid invoice doesn’t get a reminder.)

In dispute or short-paid

A logged dispute or short pay pauses the reminders and routes the invoice to resolution — instead of nagging a customer who’s already told you something’s wrong.

Blocked on a document

When a customer’s waiting on a PO, a statement, an invoice copy, or a W9, the agent answers the question and sends the document in the same reply — so the thing holding up payment actually clears.

Genuinely overdue

For the accounts that just need a nudge, invoice-specific outreach on a consistent, timezone-aware cadence — a question they can answer in one line. Neutral and specific beats a “final notice” that gets filed under noise.

A high-volume B2B software company (30,000+ customers, on NetSuite and Stripe) put collections on Fazeshift: automated outreach that reads like a person wrote it, on a cadence that never slips — at a volume no team could match by hand.

See customer stories

$33.4M

Collected through automated outreach

Across 13,042 emails at a 50% open rate and 17% reply rate — plain, specific, and question-based, so customers actually answered.

Works with what you already run

The agent reads open invoices, payments, and promises from your ERP, the AR inbox, and the customer portals your team logs into — so every follow-up starts from where the account actually stands, not from a days-past-due count.

View integrations

How the agent decides who to contact, how, and when a human steps in.

Dunning sends the same escalating reminders to everyone on a timer. The agent works each invoice by why it’s actually unpaid — pausing on disputes, skipping cash that’s already in and just unmatched, clearing document blockers, and only nudging the accounts a nudge will actually move. Same inbox, very different behavior.

See it work your own overdue invoices

Bring a slice of your aging report to the call. We’ll show you how the agent would sort it by reason and handle each one.

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Getting paid isn’t about asking more. It’s about knowing why you haven’t been paid.

An overdue invoice is a dozen different problems wearing the same label.

How the collections agent works

Connect

The reasons an invoice sits unpaid — each handled its own way.

Already paid, just unmatched

In dispute or short-paid

Blocked on a document

Genuinely overdue

What happens when the follow-up finally fits the reason

Your ledger, your inbox, your portals — read before it reaches out.

Collections questions, answered

How is this different from automated dunning?

What does it do when an invoice is disputed?

Will it email my customers on its own?

How does it decide who to chase first?

Is my financial data secure?

See it work your own overdue invoices