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| Feature | ||
|---|---|---|
| Rating |
3.8
|
3.0
|
| Reviews | 12 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
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. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.fazeshift.com/ | https://www.meetthyme.com/ |
| Positives |
"Solid platform that delivers on its promises."
Mrs. Anne Lowe II - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Had some issues with reliability and uptime."
Dr. Felicita Schimmel II - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |