Fazeshift AI features and pricing (October 2026)

Fazeshift provides AI agents that take over accounts receivable tasks for B2B companies. The agents apply cash, run collections, set up billing from contracts and handle credit checks inside the ERP and billing systems a finance team already uses.

Fazeshift works on top of existing systems rather than replacing them. It connects to NetSuite, Sage Intacct, SAP and Microsoft Dynamics 365, to Salesforce and HubSpot, to billing tools such as Stripe and Zuora, and to bank accounts. Besides agents for cash application, collections, billing, credit and payment disputes, it offers a self-service payment portal and an onboarding agent that syncs customer forms with NetSuite and SAP. Fazeshift, Inc. is backed by Y Combinator, F-Prime Capital and Amex Ventures and names mid-size software and services companies as customers.

• Applies incoming paymentsThe cash application agent matches payments to open invoices, including cases where a parent company pays for subsidiaries or the payer name differs from the customer record. Accountants review the remaining exceptions instead of matching line by line.
• Runs collections conversationsThe collections agent sends statements and reminders, drafts replies with the invoices or documents a customer asks for and pauses outreach while a payment plan is being negotiated. The AR team keeps control of sensitive accounts.
• Creates billing from contractsThe Billing Agent reads sales contracts and sets up the matching subscriptions or invoices in Stripe, NetSuite or Sage Intacct. Contract terms reach the billing system without retyping, which reduces invoice errors that later delay payment.
• Handles credit reviewsThe Credit Agent retrieves reports from credit agencies, writes the results into the ERP and sets credit limits or holds. Credit decisions for new and existing customers are prepared without manual lookups.

• Covers credit checks and billing setup in addition to collections and cash application, all as agents on existing systems.
• States SOC 1 and SOC 2 Type II reports and a zero data retention agreement with OpenAI.
• Connects to SAP and Microsoft Dynamics 365 as well as NetSuite and Sage Intacct.

Fazeshift, Inc. is certified under the EU-U.S. Data Privacy Framework and, according to its privacy policy, is subject to the US Federal Trade Commission. Customers named on its website, such as Clipboard Health, are US companies.

Fazeshift, Inc. is a US company certified under the EU-U.S. Data Privacy Framework, and its privacy policy names an EU representative in Hamburg but no hosting location, so European buyers should review transfer safeguards and ask for a data processing agreement and a subprocessor list, which are not published. Clarify which language models are used, how credit agency data is stored, and which actions the agents may take in your ERP without approval. Pricing is only available on request.

No reviews yet. Be the first to share how your team uses it.

Every review shows its verification level. We read each one before it goes live. How we check reviews