Save One Day a Week.
Free Forever!
Ditch your cumbersome, manual spreadsheet, document management, and email software.
Lockstep Inbox gives your accounting team superpowers by connecting your email and accounting software!
Increase Productivity by 20%
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, and Document Management Applications |
Lockstep Inbox |
---|---|---|
Accounting Email Templates | ||
Intuitive Multi-step Workflow | ||
Task Assignment and Tracking | ||
Automated Follow-up Tracking | ||
Internal and Call Notes | ||
Vendor and Customer Contact Management | ||
Accounting/ERP Integration | ||
360-degree view of Customers and Vendors | ||
Global search | ||
Approval Management | ||
AR and AP Dashboard | ||
Automated Document Management | ||
Operational Insights |

AP and AR
Dashboards.
Be proactive with accounting KPIs and actionable reports on customer and vendor status.
Intuitive Workflow.
Ensure nothing falls through the cracks with powerful, zero-admin workflow that tracks your open, follow-up, and scheduled activities.


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


Shared Team
Workspace.
Maximize your accounting team’s impact with assignments that divvy up the work.
Designed with Love by Accounting Professionals for Accounting Professionals.
Frequently Asked Questions

Trust Your Data
Lockstep is certified as SOC II compliant, which means your data is always safe. Our solutions are trusted by 100’s of companies.