We’re on QuickBooks Online (or NetSuite, or Sage Intacct). Does that work?

Yes. Fazeshift connects to NetSuite, Sage Intacct, QuickBooks Online, Dynamics 365 Business Central, and Xero, plus banks and payment portals. Your ERP stays the system of record: the agent reads open invoices and posts cash application back to it. A new ERP usually takes a month or two to add.

How much of our team’s time does this take to set up?

Most teams start with cash application, connected to the ERP, bank, and AR inbox they already run. The agent works against your own history first, so you can review what it would have done before anything posts. We scope the timing with you on the first 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.

AR automation for mid-market finance teams

Mid-Market

A handful of people are still matching remittances, chasing short pays, and closing the books by hand — the same way they did when the business was half this size. Fazeshift’s AR agents take the repetitive matching and outreach off their plate, so the team you already have can keep up with the volume you already have.

Book a demo See how cash application works

Finance team member smiling at a laptop in a bright home office

Cash application agentMatching

One check · nine invoices

$28,640.00 Check #10482

AppliedSplit across nine invoices, posted to QuickBooks

Three patterns show up at almost every mid-market finance team we talk to.

Matching remittances by hand, one at a time

Checks that cover nine invoices, ACH payments with a reference nobody recognizes, remittance that arrives in an email two days after the money. Someone reads each one and keys the match by hand, and the unapplied balance grows whenever they’re out.

Short pays nobody has time to chase

A customer pays $40 less than the invoice, and the difference sits open for months because chasing it takes longer than it’s worth. Across a few hundred customers, those small balances add up to real cash.

Month-end close waits on AR

The books can’t close until cash is applied and the aging is right, so the same people who match payments all month spend the last week of it reconciling. Every new customer adds to the pile, and hiring is the only lever left.

Built for the team you already have

Your ERP stays the system of record — QuickBooks, NetSuite, Sage Intacct, or whatever you run — and the agent works across it, your bank, and your AR inbox, posting back only what you’ve approved it to post.

Step 01

Connect your ERP, your bank, and your AR inbox

Three connections are the whole setup: open invoices from your ERP, payments and remittance from your bank, and the shared mailbox where customers send everything else. Nothing gets migrated or consolidated first.

Three connections. That’s the setup.

Where it shows up in your week

The same platform, pointed at the parts of AR that take a small team the most time.

Cash application

Every check matched, whatever it covers

The check covering nine invoices, the ACH with a reference nobody recognizes, the remittance that arrives two days after the money — matched and posted back to your ERP.

Collections

Follow-up that happens every week

Outreach tied to why each invoice is unpaid, sent on schedule whether or not someone had time this week — and escalated to your team when it needs a conversation.

AR inbox

The inbox, read and sorted

Payment queries, remittance emails, W-9 requests, and statement asks, landing in one shared mailbox. The agent reads, triages, and drafts replies. You decide what it sends on its own and what your team answers.

Payment portal

A way to pay that doesn’t need chasing

A hosted portal where customers see what they owe, pay by ACH or card, and pull their own statements — with the payment applying itself to the right invoice on the way in.

Insights & reporting

Know where cash is, without building the report

Aging, DSO, and unapplied cash, updated as the agent works, instead of rebuilt in a spreadsheet at month-end.

Every AR workflow. One platform.

Lean teams that hand cash application to the agent spend their week on the exceptions instead of the matching.

See customer stories

Cash application

From 1.2 to 0.2 FTE

Matching payments used to take more than a full-time person. Now the agents do it — the team’s time goes to the exceptions that need a human.

Works with what you already 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

Usually that’s where it pays off fastest. A small team spends most of its week matching remittances and chasing short pays by hand. The agent takes that work, so the people you have can keep up with the volume you have — without adding headcount every time it grows.

Bring a week of payments

The checks that cover nine invoices, the short pays nobody has chased, the remittance emails that arrive after the money. Bring a batch to the call and we’ll show you how the agent reads and applies them.

Book a demo