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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Fazeshift offers an advanced AI-powered solution for managing accounts receivable, streamlining processes such as invoicing, cash application, and collections to enhance cash flow and operational scalability. This innovative platform transforms intricate billing terms found in sales contracts into accurate invoices in a matter of moments, utilizing built-in validation features to ensure precision. Payments made through various methods—like ACH, wire transfers, credit cards, or checks—are automatically matched to their respective invoices, all while integrating seamlessly with current accounting software for up-to-the-minute updates. Additionally, Fazeshift facilitates the collections process by sending timely reminders and implementing smart escalation workflows, which helps to accelerate payment cycles and minimize Days Sales Outstanding (DSO). The platform also enhances accounts receivable oversight through real-time notifications and alerts, allowing businesses to maintain control over their financial operations. By reducing manual intervention, Fazeshift enables teams to dedicate their efforts to more strategic and impactful initiatives, ultimately leading to greater efficiency and effectiveness in financial management. This capability not only improves operational workflow but also fosters a more responsive financial environment.

Description

Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Salesforce
Stripe
Ascent ERP
Authorize.Net
CSG Forte
Cybersource
Docusign
Gmail
HubSpot CRM
Moneris
Netdata
PayPal
Payeezy
Slack
Wells Fargo Business Checking

Integrations

QuickBooks Online
Salesforce
Stripe
Ascent ERP
Authorize.Net
CSG Forte
Cybersource
Docusign
Gmail
HubSpot CRM
Moneris
Netdata
PayPal
Payeezy
Slack
Wells Fargo Business Checking

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2,999 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fazeshift

Country

United States

Website

www.fazeshift.com

Vendor Details

Company Name

Kulturra

Founded

2012

Country

United States

Website

kulturra.com/payment-center-features/

Product Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Alternatives

Alternatives

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