AR and AP automation for any accounting software.

Get Control of AP & AR Emails

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AP and AR Dashboards

Be proactive with accounting KPI's and actionable reports  on customer and vendor status.

Increase Productivity by 20%

Lockstep is Trusted by Over 300 Companies
Streamlining Over 12 Million Invoices Annually
$36 Billion+ Transactions Automated Annually

Lockstep Inbox is more than email, spreadsheets, and document management – Explore the power of an inbox that connects with your email and accounting system.

Features
Email, Spreadsheets, & Document Management Applications 
Lockstep Inbox
Accounting Email Templates
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Intuitive Multi-step Workflow
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Task Assignment and Tracking
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Automated Follow-up Tracking
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Internal and Call Notes
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Vendor and Customer Contact Management
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Accounting/ERP Integration
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360-degree view of Customers and Vendors
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Global search
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Approval Management
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AR and AP Dashboard
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Automated Document Management
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Operational Insights
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Intuitive Workflow

Ensure nothing falls through the cracks with powerful, zero-admin workflow that tracks your open, follow-up, and scheduled activities.

Customer and 

Vendor History

Respond quickly with a searchable history of all AR and AP communications, contacts, documents, and transactions.

Email Templates

Save time by communicating with vendors and customers in one click with accounting email templates that auto-fill based on your accounting data.

Shared Workspace

Maximize your accounting team’s impact with assignments that divvy up the work.

Designed with Love by Accounting Professionals
for Accounting Professionals.

Please fill all the required fields!
Please accept terms and conditions to proceed
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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