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Average Ratings 0 Ratings
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
Integrations
QuickBooks Online
Salesforce
Stripe
Ascent ERP
Authorize.Net
CSG Forte
Cybersource
Docusign
Gmail
HubSpot CRM
Integrations
QuickBooks Online
Salesforce
Stripe
Ascent ERP
Authorize.Net
CSG Forte
Cybersource
Docusign
Gmail
HubSpot CRM
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