Fazeshift Reviews & Product Details

I’ve been especially impressed with the payment matching. Fazeshift has correctly matched payments to invoices in situations where I expected I’d need to step in manually, which has been a pleasant surprise. The collections automation is also helpful for keeping routine follow-up moving without a lot of manual babysitting. Review collected by and hosted on G2.com.

The biggest limitation for us right now is the lack of a direct integration with Rillet, our ERP. Fazeshift does a great job of matching payments and managing the AR workflow, but without that connection there’s still a manual handoff to get that activity reflected in our accounting system. A Rillet integration would make the workflow feel much more end-to-end. Review collected by and hosted on G2.com.

Fazeshift has helped us automate many of our AR processes that were previously manual. The cash application functionality saves our team a significant amount of time, and the collections tools provide excellent visibility into customer balances and follow-up activities. The system is user-friendly, and the support team has been great to work with. Review collected by and hosted on G2.com.

The biggest challenge has been working through implementation details and handling exceptions that cannot be fully automated. Some processes require additional setup and fine-tuning to match our business needs, but the support team has been helpful in resolving issues and improving the overall experience. Review collected by and hosted on G2.com.

Fazeshift is as simple or as complex as you want it to be. It offers a variety of features for customers, and it seamlessly integrates with our ERP. The UI is very easy to navigate and clean to look at. The Fazeshift team is also incredibly responsive and helpful. They’ve done everything from helping us troubleshoot basic issues to setting up custom workflows for us. The pricing seems fair compared to other alternatives in the industry, especially when you factor in the great team supporting the product and the clients using the product. Review collected by and hosted on G2.com.

We don’t have any major gripes. Everything works as intended, and they’re consistently adding new features along with quality-of-life updates. Review collected by and hosted on G2.com.

Ready to submit bucket. When it finds the remit, creates the application, confirms all amounts match, and all I have to do is hit submit. Pricing is great. Integration was expedient and our FS account support folks are great. Review collected by and hosted on G2.com.

Sometimes it is glitchy. Examples are it sometimes does not find invoices, it can't read a particular remit, it is slow when dealing with a large amount of customers. I wish there was AI chat support or help desk of some sort for day-to-day questions. Review collected by and hosted on G2.com.

I like the reminder emails and the escalation of emails when no response or payment is received. The quick view of the largest outstanding accounts is really helpful for managing AR. Fazeshift allows us to maintain a low headcount in finance by providing the necessary visibility to the assigned account manager, enabling them to act as needed. Also, setting up Fazeshift was very easy, which I appreciated. Review collected by and hosted on G2.com.

The biggest issue I have with Fazeshift is its syncing with QuickBooks. It doesn't always sync correctly. Sometimes if a payment gets processed or there's an adjustment, the changes don't show up for more than 24 hours. I've even had to reach out for support to get it synced. I think it would be much better if it could automatically sync at least every 24 hours, or even better, every 12 hours. Review collected by and hosted on G2.com.

Fazeshift has been very helpful for our team because it houses everything we need in one place, from sending remittance requests to keeping track of discrepancies we may be cc’d on from other teams. The UI/UX is straightforward and easy to navigate, and the platform helps us save time by allowing us to create and reuse templates for remittance requests instead of typing out each email individually. We can also select the customer we are working with, and the corresponding AP email address automatically populates in the recipient field, eliminating the need to search for contact information. These integrations and automated features help streamline our workflow and reduce repetitive manual tasks. Overall, Fazeshift provides a strong ROI by saving our team time and making our day-to-day processes more efficient. The platform is easy to onboard and use, and its automation and intelligent features continue to help simplify tasks that would otherwise require additional manual effort. Review collected by and hosted on G2.com.

One area that could be improved is the overall efficiency and performance of the workflow. While Fazeshift’s templates and customer features are helpful, it can sometimes feel like an added step to go into the platform, select the customer, choose the appropriate template, and then edit the template before sending a request. For quick or straightforward requests, it can feel more time-consuming than simply opening Outlook and typing the email directly. Improving the speed and simplicity of this workflow could make the platform feel more seamless and help reduce the number of steps required to complete routine tasks. Review collected by and hosted on G2.com.

I like Fazeshift's ability to immediately send out invoices and statements with cohorts, along with its feature for direct customer interaction via email and text. I also find the conversation hub valuable because it allows me to have direct conversations with customers about balances and disputes, which are attached to the relevant invoice instead of being mixed up in my personal work email. This separation makes it easier to manage communications related to invoices. Review collected by and hosted on G2.com.

We have a multi-company Accounts Receivable setup, and Fazeshift was not able to provide us with top-level reporting or communication. Having the conversation hub and invoice review available at top level and in the same location would be valuable. Right now, they are on separate levels, which creates more work. It's frustrating having to navigate through multiple links and not being able to pull top-level reports effectively. Additionally, the initial setup wasn't very easy due to factors like billable customers, new terms, and COD. Review collected by and hosted on G2.com.

What I like most about Fazeshift is its ability to bring the majority of the information I need into one centralized location. It allows me to easily access invoices, Excel statements, and detailed tables of past-due invoices, including consultant names, PO numbers, billing dates, and other important account information. Having all of this information organized in one place makes it much easier for me to quickly access what I need and provide accurate, detailed information to my clients in a timely manner.

I also really like how Fazeshift keeps track of my email communications with clients. Over time, the AI learns from our previous email conversations and communication style, which allows it to generate relevant responses directly within the email. This saves me time when responding to clients while still allowing me to review and personalize the response before sending it. Review collected by and hosted on G2.com.

One feature I would really like to see is the ability to create automated “rules,” similar to what is available in Outlook. For example, I would like to be able to create a rule based on certain email subjects so that those emails are automatically sorted into a specific folder or category. I receive hundreds of emails a day, so having more automation around sorting and organizing emails would save a significant amount of time.

I also find it somewhat tedious that I have to manually mark each individual email as “closed,” “open,” or “in progress.” It would be helpful to have more automation around these statuses.

Another issue I have noticed is occasional performance lag. For example, when I go to send an email, sometimes the page takes a short period of time to process the action. During that time, I am essentially stuck on the page waiting for it to finish. It would be helpful if these actions could process more quickly or in the background so I can continue working without being held up.

Overall, I think adding more automation and improving the responsiveness of the platform would make managing a high volume of emails much more efficient. Review collected by and hosted on G2.com.

I appreciate Fazeshift for its proactive and committed team, who are truly partners in our business. They built an integration directly into our system, making implementation fast and seamless, and they're quick to resolve any issues. The feature allowing us to hook into our emails to scrape remittance information has been incredibly helpful, automating payment application tasks that used to take days. This automation now takes just a few minutes, freeing up time for strategic activities. Additionally, the initial setup of Fazeshift was very easy, with the team taking most of the technical burden off our hands, allowing us to focus on implementation and change management. Review collected by and hosted on G2.com.

I'd like to see Fazeshift offer more comprehensive roll-up capabilities. We have multiple tenants in our account with 20 different branches, and it would be beneficial from a corporate standpoint to have a holistic view and analytics on the portfolio as a whole, rather than evaluating each branch individually. Additionally, top-level executive reporting on trends and analytics would be valuable to assess how we are gaining value from the partnership. Review collected by and hosted on G2.com.

Fazeshift's AI Agentic platform has been a tremendous help in giving us a leg up on collections. The automated and fully customizable workflows help us to create multi-channel notifications to our customers and our internal team. The user interface is easy to follow and allows for easy review of customer accounts. The payment applications agentic workflow works exceptionally well, allowing us to take a reviewer capacity rather than a "doer" capacity. The integrations with Stripe and our bank take this workflow to another level, allowing us to spend our focus on more pertinent items, driving our ROI higher. Review collected by and hosted on G2.com.

There's been a moderate level of turnover, which has slowed some of our support tickets. There also isn't a notification when new features become available, so sometimes you can feel behind in-platform. Review collected by and hosted on G2.com.