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AI agent for Accounts Receivable
Fazeshift is an AI agent for automating Accounts Receivable. What used to take teams of people and hours of manual work can now be fully automated with Fazeshift. Caitlin and Timmy met while getting their MBA at Harvard. After graduating, they started a B2B marketing software startup, which is where they first experienced the pain of this process. The problem stems from fragmented data across software platforms like QuickBooks, Stripe, NetSuite, DocuSign, HubSpot, and Salesforce. Fazeshift’s infrastructure connects the data across these software platforms and uses LLMs to automate the previously manual workflow.
Fazeshift provides AI agents to automate accounts receivable processes, including invoicing, payment matching, and customer communications. The platform positions itself as end-to-end AR automation with integrations to existing systems and enterprise-grade security.
AI agents automate AR workflows such as cash application, collections, contract review, billing, payment portal, credit, payment disputes, and onboarding. The solution integrates with ERP, CRM, billing, email, bank, and portal systems, enabling automatic extraction of contract and billing data, generation of invoices or subscriptions, sending statements and reminders, applying payments, and updating records in systems like NetSuite, SAP, Stripe, Sage Intacct. It emphasizes no rip-and-replace adoption, SOC 1/2 Type II compliance, SSO, granular permissions, GDPR compliance, and zero-data-retention with OpenAI.
Who it’s for: Mid-market to enterprise finance and AR operations teams seeking automated AR workflows and integrations with existing ERP/billing systems.
Hiring and active marketing; customer stories and enterprise-grade security certifications referenced
Caitlin is the co-founder and CEO of Fazeshift. Before Fazeshift, Caitlin was CEO of a crypto marketing automation startup where she sold to global enterprises including Square Enix, dYdX, and the founder of Marvel Studios. She spent 2 years as a consultant at BCG advising tech companies on product, operations, and pricing strategy. She received her MBA from Harvard Business School and has a deep personal understanding of the operational pain points that Fazeshift has set out to solve.
Timmy is the co-founder and CTO of Fazeshift. He previously worked at a fintech startup using AI to automate bank operations and financial services. Timmy holds two computer science degrees from MIT and an MBA from Harvard Business School. He served for seven years as a nuclear submarine officer in the US Navy, taught cybersecurity at the US Naval Academy, and holds a software patent for data algorithms.
AI-powered Accounts Receivable at a fraction of the cost.
Fazeshift offers an AI-powered Accounts Receivable platform that automates invoicing, cash application, and collections by integrating with tools like Salesforce, QuickBooks, and Gmail, aiming to reduce unpaid invoices and manual work for finance teams. The launch positions the product for companies seeking end-to-end AR automation at a lower cost without adding staff.
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