Email built for accounting teams.
Lockstep eliminates cash traps and leaks in B2B accounting makes your accounting teams more productive.
Connected Workspace
All your work in one single view.
Give a clear owner to every email and activity, so no customer request falls through the cracks.
See entire history of a customer or vendor conversation without the messy, repetitive content of email threads.
Keep notes right inside the conversation to record decisions and coordinate the entire team.
Track, prioritize, and resolve work including follow-ups and reminders.
Smart Automation
Focus on your most important work, and let Lockstep do the rest.
Automated organization of conversations by vendor and customer brings order and clarity into your collaboration.
Instantly compose an email to vendors or customers using data from your accounting system.
Request, capture, and track approvals effortlessly.
Have contacts maintain and verify their own details without you having to lift a finger.
Digital Onboarding
Setup and maintain trusted accounting relationships with vendors and customers.
Empower vendors and customers to verify and update their accounting information and supply compliance documentation.
Synchronize your accounting system with changes made by vendors and customers.
Trigger requests and track status for unverified profiles.
Maintain a library of required tax and audit records.
Online Accounts
Give customers and vendors self-service access to their accounts.
Be round-the-clock helpful by letting customers and vendors get the information they need.
Make it easy for customers and vendors to connect with you online.
Remove barriers to adoption with password-free, secure access for customers and vendors.
Accelerate cash flow with online payments.
Activity Reporting
Manage onsite and remote teams with ease.
Identify team members who need help.
Accurately report to stakeholders your team’s performance.
Evaluate workload and team capacity to make staffing decisions.
Identify if response time of team or approvers is an issue.
