Do our business units have to migrate to one ERP first?

No. Each entity keeps the ERP it runs — NetSuite, Sage Intacct, Microsoft Dynamics, SAP, Oracle, or others — and that ERP stays the system of record for the entity. The agent connects to each one as it is, and new acquisitions get connected rather than migrated.

How do controls and approvals work across entities?

You set the rules once — matching thresholds, write-off limits, who approves what — and they apply in every entity, with exceptions where a business unit needs them. Every action the agent takes is recorded with its evidence in the audit history, so you can show auditors one process instead of several.

What will our security team want to know?

Fazeshift is SOC 2 Type II certified. The agents only work through the access you grant, every action is recorded with its evidence in the audit history, and your ERP stays the system of record. Our security page covers the controls in detail, and we’ll walk your team through them on a call.

How much does Fazeshift cost?

Pricing depends on your invoice and payment volume and on which agents you use. Book a demo and we’ll scope it against your actual AR, with no slides.

Enterprise AR automation across every entity and ERP

Enterprise

AR at your scale is split across business units, each running its own ERP, its own aging report, and its own answer to where the cash is. Fazeshift’s AR agents connect to every entity’s system and give you one consistent way of working AR — and one consolidated view of it — without a migration.

Book a demo See the platform

Two colleagues reviewing documents and a laptop in a high-rise office

Cash application agentApplying

One payer · four entities

$412,880.00 Wire 0917-A

AppliedPosted to each entity’s ledger of record

Three patterns show up at almost every multi-entity business we talk to.

Every business unit has its own answer to where the cash is

Each entity runs its own ERP, its own aging report, and its own way of applying cash. Ask what one customer owes across the business and the answer takes a week of spreadsheets, not a report.

The same customer, paid four different ways

One customer pays every entity on a single wire, or pays one entity for another’s invoices. Each business unit applies what it can see, and the rest becomes intercompany clean-up at quarter-end.

Controls that differ entity by entity

Write-off limits, dispute handling, credit holds, and approval rules were set up separately in every business unit. Auditors see several processes for one policy, and finance leadership can’t tell which one is actually being followed.

One AR process, however many entities you run

Each business unit keeps the system it runs, and each ledger stays the system of record for its entity. The agent works across all of them under one set of rules, and posts back only what you’ve approved it to post.

Step 01

Connect every entity’s ERP, bank, and inbox

NetSuite in one business unit, Sage Intacct in another, SAP or Dynamics in a third — the agent connects to each as it is, along with your banks, lockboxes, and shared mailboxes. New entities get added, not migrated.

Each entity keeps what it runs.

Where it shows up in your week

The same platform, pointed at the parts of multi-entity AR that take the most time.

Cash application

One payer, many entities, one match

The wire that covers invoices in four business units, the lockbox file in a format only one entity uses, the intercompany payment nobody wants to untangle — matched and posted to the ledger of record for each entity.

Insights & reporting

One consolidated view of AR

Aging, DSO, unapplied cash, and open disputes across every entity in one place, updated as the agent works — instead of four reports reconciled by hand at quarter-end.

Collections

One standard in every business unit

Outreach tied to why each invoice is unpaid, run to the same cadence and escalation rules in every entity, with each unit’s owners still in charge of their customers.

AR inbox

Every entity’s mailbox, read and routed

Remittance advice, payment queries, and document requests arriving in each business unit’s shared inbox. The agent reads, triages, drafts, and routes what needs a person to the right entity’s team.

Billing & contract intelligence

Bill what each contract says

Pricing, milestones, and billing terms read from the signed agreement in whichever entity holds it, and turned into invoice-ready detail for that entity’s team to approve.

Every AR workflow. One platform.

One distribution business running multiple branches and ERPs turned cash application over to the agent — matched and applied at the volume the business actually generates.

See customer stories

40,000+

Cash entries matched across 3,000+ payments

Lump-sum checks and multi-invoice remittances that used to be reconciled by hand, applied at scale.

Works with every ERP you run

The agent reads your open invoices and posts cash application back to your ledger, and pulls payments and remittance straight from your bank and lockbox in whatever format they arrive. Running something we haven’t connected? Tell us what, and we’ll confirm what connecting it looks like.

View integrations

The ones that come up first, almost every time.

Book a demo

Yes. Each entity keeps the ERP or ledger it already runs, and the agent works across all of them as one AR process, posting back to whichever system is the record for that entity. You get one consolidated view of AR without asking any business unit to migrate.

Bring the entity nobody wants to migrate

The business unit on its own ERP, with its own lockbox format and its own way of applying cash. Bring a batch of its open invoices and remittance and we’ll show you what running AR across it — and every other entity — would actually look like.

Book a demo

Every business unit has its own answer to where the cash is