Fintech One-on-One · Jul 2026
Interview with Caitlin Leksana on the AR market opportunity, Fazeshift’s integration-first approach, and the long-term vision for autonomous finance.
Company research
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
Overview
Fazeshift is a San Francisco-based, AI-native accounts receivable automation company that helps finance teams automate invoicing, cash application, collections, billing, contract review, disputes, credit, and onboarding without ripping out existing ERP/CRM stacks.
Primary product
AI-native accounts receivable automation platform
Founded
2023
Headquarters
642 Harrison St, Suite 100, San Francisco, CA 94107
Team size
11-50 employees
Work style
Onsite
Industry
Software Development
Sub-industry
Accounts receivable automation
Offices
642 Harrison St, Suite 100, San Francisco, CA 94107
New York, NY office
Business model
B2B SaaS
Enterprise software
Quote-based sales
Funding
People & investors
Leadership
Co-Founder & CEO
Co-Founder & CTO
Head of Strategy & Operations
Head of Sales
Customer Success Lead
Work & culture
Fast-moving, customer-obsessed, and highly hands-on; public posts emphasize building together, solving difficult edge cases, shipping quickly, and working in physical offices rather than a fully remote model.
Work style
Onsite
Compensation
Public hiring posts mention top-of-market OTE, meaningful equity compensation, performance-based bonuses, and in-office perks; no public salary bands were found.
Benefits
Competitive medical, dental, and vision insurance
Flexible (unlimited) paid time off
Daily lunch provided in-office
Snacks and coffee in-office
Meaningful equity compensation
Performance-based bonus
Travel and housing covered for onboarding trips
Product & market
Pricing
Quote-based enterprise sales (no public pricing page found)
Differentiators
- —AI-native execution layer that works on top of existing systems
- —No rip-and-replace implementation
- —Handles edge cases and complex AR workflows
- —Human-in-the-loop auditability and transparency
- —Fast deployment measured in weeks rather than months
- —Proprietary context/payer-behavior learning from historical workflows
- —Enterprise security posture (SOC 1/2 Type II, SSO, GDPR, encryption)
Technology
TypeScript
OpenAI
LLM-based agents
Salesforce
NetSuite
Stripe
QuickBooks
HubSpot
DocuSign
Gmail
SAP
Zendesk
Customers
11x
Clipboard Health
AirCFO
Mecon
Stuf
Advon
PDQ
Planet DDS
ASR Holdings
ShiftKey
Sigma Computing
Snyk
Meter
Competitors
HighRadius
Esker
Bill
Zuora
Melio
Tipalti
AvidXchange
BlackLine
Scale & contact
Estimated revenue
$10M-$21M (third-party estimate; conflicting public estimates exist)
Latest news
Fazeshift · May 2026
Official announcement of Fazeshift’s Series A and total funding of $22M, with notes on 12x revenue growth, 8 unicorn customers, and expansion to San Francisco HQ plus a New York office.
F-Prime Capital · May 2026
Investor write-up on why F-Prime led the round and how Fazeshift fits the autonomous finance stack.
PYMNTS · May 2026
Industry coverage of the funding round and the company’s execution-layer approach to automating AR workflows across ERP, CRM, email, and payment tools.
Crunchbase News · May 2026
Crunchbase News reported Fazeshift’s $17M Series A led by F-Prime, bringing total raised to $22M, and detailed the company’s customer traction and AR automation thesis.
Jobs and careers at Fazeshift
0 jobs at Fazeshift
No open positions
Check back later for new openings