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Fazeshift AI Masterclass

Wiss Labs × Fazeshift

The New Age of AR: Rethinking Collections with AI

Explore how AI changes collections work, from follow-up and escalation to the workflows behind them. Join Wiss Labs and Fazeshift for practical examples and approaches your team can put to work.

45 minLive on Zoom

Featuring

  • Paul Peterson

    CEO of Wiss and Co-Founder of Wiss Labs

  • Caitlin Leksana

    Co-founder & CEO, Fazeshift

Register for The New Age of AR: Rethinking Collections with AI

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About this webinar

When collections work piles up, the first response is often more calls, more follow-up, or more people. AI creates an opportunity to rethink the workflow itself.

Join Paul Peterson of Wiss and Wiss Labs and Caitlin Leksana of Fazeshift for a practical look at collections, then and now. We’ll explore problems Wiss sees in practice, work through a concrete example, and compare an approach using general-purpose AI with how a dedicated platform can support the workflow.

You’ll leave with practical recommendations for your team: where to start, what to systematize, and where human judgment and escalation still matter.

This 45-minute session includes time for live Q&A.

You’ll learn:

  • Identify collections tasks that are good candidates for AI, and decisions that still need a person.
  • Follow a worked example from a manual process to an AI-assisted workflow.
  • Apply practical recommendations for follow-up, escalation and involving the right people.

Who it’s for

  • AR and collections leaders looking to improve how their teams manage follow-up.
  • CFOs and controllers evaluating where AI fits into their receivables operations.
  • Finance and accounting practitioners who want concrete examples of AI in collections.

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Caitlin Leksana is co-founder and CEO of Fazeshift. A former BCG consultant and Harvard MBA, she started Fazeshift after managing invoicing and collections at her previous company. Paul Peterson is CEO of Wiss and co-founder of Wiss Labs. A CPA with three decades at Wiss, he focuses on applying AI to accounting and strategic advisory work.

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