See what AI can actually do for Accounts Receivable.
In one practical, step-by-step masterclass, we'll fix a past-due collections email and turn an aging report into a self-running cadence your team can adapt and use.
Friday, Oct 2
10am PT / 1pm ET
45 minutes including Q&A
Save your spot
Register for the live masterclass.
Your unique join link will come from Zoom. Can't make it live? Register anyway—we'll send you the replay and all the resources shared during the session.
Step-by-step masterclass
Follow the build from setup to finished output
Built for finance
A real collections workflow, not a generic AI demo
Use it tomorrow
Take home a reusable prompt and aging-report file structure
Live Q&A
Bring your own workflow questions
From one overdue email to a repeatable collections cadence.
We’ll demonstrate the workflow in ChatGPT.
The same prompt structure and approach can be used in Claude, Microsoft Copilot, or Google Gemini.
Fix the email
Turn a weak past-due message into clear, usable collections outreach.
Structure the aging report
Show AI how to read the file and identify the right action for each account.
Build the cadence
Turn the logic into a repeatable workflow that can keep running.
What makes it different
Built live
See the inputs, corrections and finished workflow—not a polished magic trick.
Made for finance
Every example comes from a recognizable collections workflow.
Useful afterward
Leave with something your team can adapt and use.
Finance leaders and operators at any level of AI experience.
No coding required. Come curious and leave with practical ways to work.
Your host
Caitlin Leksana
Co-founder and CEO, Fazeshift
FAQs
AI that works so you can do more
Ditch manual workflows and workarounds. Let automation do the heavy lifting while your team focuses on action items that really require their time, attention, and expertise.
