Fazeshift

A great evening at EPIC Steak in San Francisco connecting with finance and operations leaders, exchanging ideas, and discussing the future of AI-driven finance transformation. Thank you to everyone who joined us for the Fazeshift executive dinner — we truly appreciate the thoughtful conversations, new connections, and shared perspectives. Events like these are a reminder of how valuable it is to bring together forward-thinking leaders shaping the future of the industry. We especially want to thank our panelists for leading an engaging discussion: • Rocio Wu Dianoux (Partner) @FPrimeCapital • Mary M. Liu (CFO) @runwayml • Erica Dorfman (CFO) @brexHQ It was also great to connect with leaders from companies including: • Pranjal Saxena (Strategy and Operations) @Google • Kent Chao (VP Finance) @pagerduty • Kameron Rezai (CFO) @VerkadaHQ • Courtney Denker (Head of Partner Success Endorse) @SAP • Michael Demyttenaere (Managing Director and Partner) @BCG • Brian Wong, CPA Wong (CPA) @BakerTillyUS • Amanda Martial (Vice President) @DeloitteUS • Roi Fang, CPA (Inactive), CMA (Controller) @AirbyteHQ • Madeline Bahr, CPA Bahr (Associate Fund Controller) @cartainc • Felicia Su (VP, Controller) @MiroHQ • Amy L. (CFO) @clever • Bryan DeGraw (Associate Principal, Finance Advisory Services) @TheHackettGroup We’re grateful to everyone who spent the evening with us and helped make it such a memorable event. Looking forward to continuing the conversations and building the future of finance together. #Fazeshift #AI #Finance #CFO #ExecutiveDinner #SanFrancisco #FinanceTransformation #Leadership #Networking

Please welcome Henry Fortenbaugh to Fazeshift as our newest Solutions Engineer! 🎉 → A B.S. in Industrial Engineering from Purdue University, with a Statistics minor → 4+ years as a Sales Engineer, including 3.5+ years at Calix providing technical consulting that empowered telecom providers to modernize and differentiate their networks → Startup experience at Verkada and Aperia Technologies Henry Fortenbaugh comes from Purdue University and has over 4 years as a Sales Engineer. At Calix he provided technical consulting that empowered telecommunication providers to modernize and differentiate their networks. He enjoys distilling technical concepts into clear business language. He also has experience at startups such as Verkada and Aperia Technologies. That ability to distill technical concepts into clear business language is exactly what makes him so good at this work. Customers feel it immediately. Engineer's brain. Customer's heart. Startup energy. Excited to have you on board, Henry!

Connor Saal has joined Fazeshift as our Founding SDR! → A B.S. in Finance from Sonoma State → Financial Analysts from Keysight Technologies, where he ran point on expense analysis for their global sales org → Frontline SDR experience from two of the most exciting AI startups around MindsDB and Aampe → Founder Energy In this seat, Connor will own targeted outbound, account strategy, pipeline generation, and our earliest revenue motions - the four levers that quite literally determine what Fazeshift looks like a year from now. Founding SDRs set the tone for everything that comes them. The pipeline. The Playbooks. The culture of the GTM team. We couldn't have picked a better person to do that for us. Welcome to the team, Connor. Let's go build something legendary. 🔥

See all of this week’s #FinTech deal activity: 29 Financing and 21 M&A transactions - for professional / institutional use only: finte.ch/FinTechWeekly @atomesg @gsr_io @fastspring @opentrade_io @fazeshiftHQ @krakenfx @bullish @moonpay @indialends @equiniti @dflow @solstrategies @onecarlyle @houdiniswap @VoriHQ @deel

AI is reshaping finance operations. 💸 @FazeshiftHQ raised $17M led by @FPrimeCapital to automate accounts receivable with AI agents — helping enterprises ditch spreadsheets and manual workflows. The startup says revenue grew 12x in a year. 🚀 news.crunchbase.com/fintech/fazesh…

WE RAISED OUR SERIES A!!! 🎉 🚀 Today, we’re thrilled to announce our Series A, bringing @FazeshiftHQs total funding to $22M. Accounts receivable is still one of the most manual, painful workflows inside modern companies. It lives in spreadsheets, email threads, and disconnected systems – and it slows down how businesses get paid. That’s exactly why we built Fazeshift: an AI-native platform that automates and scales AR, helping finance teams move faster, operate with clarity, and unlock cash flow. Since we kicked things off in 2024, the team has executed relentlessly: ✔️ 12x revenue growth ✔️ 8 unicorns now using Fazeshift ✔️ Team grew from 2 → 26 ✔️ Opened our SF HQ and NYC office This milestone is a reflection of the people behind it, and it gives us the ability to invest more aggressively in our AI agent’s capabilities. To our investors, thank you for your belief and partnership. This financing ranks well above the typical Series A, reflecting strong investor conviction in the shift toward AI-native finance infrastructure. F-Prime, @GradientVC , @ycombinator, @0xpioneer_fund, Phoenix Fund, Wayfinder, @RitualVC , @2048vc , The Graduate Syndicate, Vulcan Partners, and incredible angels including Sandor Palfy, Kulveer Taggar, Richard Aberman, Terrence Rohan, Rob Biederman, Mike MacCombie. To our customers, thank you for trusting us with something so critical. You’re trusting us with how your business gets paid, and we don’t take that lightly. And to @0xTimmyG and our team, it’s an absolute privilege to build alongside you. We’re just getting started. This raise isn’t the finish line, it’s fuel. Let’s go do this thing! Read the full story from @bayareawriter in @crunchbase (link in comments).

Looking forward to being at @SageUSAmerica Future this week 🚀 Come find us at Booth 2XX to see how finance teams are using AI to improve visibility, streamline A/R, and accelerate cash. If you’re there, stop by and say hi to Kevin, Rich, and Marcus 👋

We’re excited to announce our partnership with @TrimbleCorpNews ! Fazeshift is now officially live on the Trimble Marketplace, bringing even more value to the construction services community. With our Vista Viewpoint integration already powering real results for customers, this partnership marks an exciting step forward in expanding what’s possible. Together, we’re continuing to build solutions that help teams streamline operations, unlock better insights, and drive smarter decision-making. Looking forward to what’s ahead with Trimble and the Vista Viewpoint ecosystem 🚀

We're excited to share that Fazeshift will be attending the @AICPA CFO Conference in Miami from April 13 -15! This event brings together finance leaders and operators shaping the future of the CFO role-and we’re looking forward to being part of those conversations. At Fazeshift, we’re focused on helping finance teams streamline workflows, improve visibility, and operate more strategically. If you’re attending and thinking about how to modernize your finance function, we’d love to connect. Let’s meet in person-feel free to reach out or drop a comment below. See you there 👋

We are excited to welcome three new highly accomplished software engineers to the team! Ken Ning comes from UC Berkeley and over 2 years at Epic as a software developer helping to maintain high-impact healthcare applications. He brings over two years of experience at Epic Systems building and maintaining high-impact healthcare applications, along with time on the Amazon Alexa team. Emily Springer comes from Caltech and over 2 years of experience at Uncountable where she delivered both greenfield and customer-driven projects. She focused on designing extensible system architectures, while consistently triaging and resolving customer-reported issues to drive rapid iteration and high product reliability. Wesley Davenport comes from Georgia Tech. Since then, he’s gone on to co-found Nexus Enablement (LLM-powered platform for document-driven transactions) and lead core software systems at Presso, a $10M+ robotics startup. We are excited for such exceptional engineers to be joining the team! Welcome!

The Fazeshift team will be attending the Sage Future Conference April 28-30, 2026 at the Moscone Center in San Francisco! As an official @SageUSAmerica Partner, we’re looking forward to connecting with the community, meeting fellow innovators, and exploring what’s ahead for finance and technology. If you’re attending, come find us at our booth, and don’t miss our coffee cart ☕️ Stop by, grab a drink, grab a pastry, and say hello to the team! See you there 👋

We’re excited to welcome Connor Regen to the team! Connor joins us from PwC, where he spent over two years earning multiple promotions while leading implementations and working closely with clients. He played a key role in driving over $100M+ in implementations, worked end-to-end across the lifecycle from RFPs to deployment, and helped develop and bring a PwC native agentic tool to market - partnering closely with clients to deliver real-world impact and savings. At Fazeshift, Connor steps into a Product Strategy role where he is forward-deployed, partnering directly with customers to ensure our AI agents are tailored to their unique workflows and systems. He plays a key role in helping customers realize value from the product, while also working closely with our engineering team to keep customer needs at the center of everything we build. Connor has already made a significant impact in his two months, and we’re excited to keep building and scaling together. Welcome, Connor!

Fazeshift is now officially SOC 1 compliant! 🎉 This builds on our existing SOC 2 compliance posture, and is an important step forward in how we serve public companies that require rigorous financial reporting controls. SOC 2 compliance ensures that Fazeshift’s systems are secure and customer data is handled responsibly. Now that we have additionally secured SOC 1, we can give our customers the confidence and assurance that their financial data and processes are accurate and auditable. Autonomous finance is here. The bar for security, compliance, and financial integrity within autonomous finance only gets higher. Automation doesn’t replace accountability—it raises the standard. The Fazeshift team is dedicated to investing in the foundations that matter for our customers: Security & Trust.

We’re excited to welcome Marcus Burton to Fazeshift as our GTM Engineer! Marcus brings over a decade of experience across Sales Development and Sales Enablement leadership roles, where he has consistently built and scaled high-performing revenue teams and operations. He combines deep operational expertise with a hands-on approach to driving growth-bringing the kind of rigor and execution needed to accelerate modern GTM organizations. In his role, Marcus will focus on accelerating Fazeshift’s GTM motion, strengthening our sales development engine, and helping us continue to build a world-class revenue organization. We’re thrilled to have him on board as we continue to scale. Welcome to the team, Marcus!

We’re excited to welcome Yasmine Naini to Fazeshift as Head of Investor Relations & Partnerships! Yasmine brings an exceptional background from The Carlyle Group, where she worked in Investor Relations, along with experience in Jefferies’ Healthcare Investment Banking group. With experience across the financial services industry, Yasmine brings financial expertise and a strong understanding of how AI can be leveraged across private equity portfolios to drive operational improvements, EBITDA growth, and stronger exits. In her role, Yasmine will focus on building and expanding Fazeshift’s relationships with private equity firms, portfolio companies, and investors. We’re thrilled to have her on board as we continue to grow our private equity partner ecosystem and investor relationships. Welcome to the team, Yasmine!

We’re excited to announce a new partnership between Fazeshift and @TheHackettGroup , a global leader in enterprise benchmarking, transformation, and AI-enabled performance improvement. The role of finance is rapidly evolving. AI is no longer a future concept - it is quickly becoming foundational to how modern finance organizations operate, analyze, and scale. For decades, The Hackett Group has helped enterprises modernize their finance operations, guiding organizations toward world-class performance through benchmarking, data, and transformation expertise. Through this partnership, The Hackett Group will be able to bring Fazeshift’s AI-native financial operations platform to its clients and partner firms, helping finance teams automate workflows, unlock operational insights, and scale more effectively. Organizations that lead in the coming decade will be those that embed AI into the core of finance - not as an add-on, but as infrastructure. We’re excited to work alongside The Hackett Group to bring meaningful innovation and value to their clients.

We’re excited to announce a new partnership between Fazeshift and @SIAnalysts - the global advisor on staffing and workforce solutions. The staffing industry is entering a new era where AI is redefining how firms operate, scale, and make decisions. The organizations that lead the next decade will be the ones that embrace intelligent automation across their financial operations. SIA has long been at the forefront of identifying the trends shaping the staffing ecosystem. Their commitment to helping firms navigate the future of work makes them a natural partner as AI transforms the financial backbone of the industry. Together, SIA’s deep industry insight and Fazeshift’s AI-native financial operations platform will help staffing firms modernize how they manage revenue, reconciliation, and financial workflows - replacing manual processes with systems built for speed, accuracy, and scale. The future of staffing isn’t just digital - it’s AI-powered. We’re excited to help bring that future to the staffing industry.