Save One Day a Week.
Free Forever!
Ditch your cumbersome, manual spreadsheet, document management, and email software.
Sage Inbox gives your accounting team superpowers by connecting your email and accounting software!
Increase Productivity by 20%
Sage 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 |
Sage 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 |
![Dashboard2 automated screenshot](https://lockstep.io/wp-content/uploads/2022/05/Dashboard2.png)
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.
![Activity Stream 2 collections screenshot](https://lockstep.io/wp-content/uploads/2022/05/Activity-Stream-2.png)
![Transactions self service screenshot](https://lockstep.io/wp-content/uploads/2022/05/Transactions-1.png)
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.
![Connections2 cash management screenshot](https://lockstep.io/wp-content/uploads/2022/05/Connections2.png)
![Team Workspace 2 forecasting screenshot](https://lockstep.io/wp-content/uploads/2022/05/Team-Workspace-2.png)
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.