Keeping customers connected increases collections, reduces DSO, and accelerates cash flow. The benefits of automating your collections with Acumatica are features that give you the ability to stay connected with customers and meet AR goals.

Cloud-Based Solutions

With cloud-based solutions you stay connected with customers whether they are working remotely, at the office, or on the go.

Integrate Seamlessly

AR automation solutions are seamlessly integrated with Acumatica ERP to increase efficiency, enhance customer experience and reduce DSO. Integrating automated collections with Acumatica keeps you connected with customers on their journey through your AR processes, and frees up time for your collections team to contact high priority accounts.

Customer Self-Service

Customers want the flexibility and convenience a self-serve online portal offers. They want to self-manage their accounts from anywhere when it is convenient for them. Self-service enhances customer experience and accelerates cash flow. It’s a win-win solution for everyone.


Digital, customized communications driven by programmable rules engines keep you connected with customers and free up time for contacting high priority collection accounts. Customized emails, timed to reach your customers when they are most likely to read and react to them will help you achieve AR goals.

Activity Management Solutions

Automated collections with Acumatica ERP can provide activity management solutions, which can give your collections team a 360-degree overview of account status, and provide prioritization of accounts to contact. Activity management helps to keep your team on task and focused, so they spend less time trying to figure out what to do next, and know which accounts to contact to maximize collections.

AR Reporting & Forecasting

Acumatica automated collections solutions provide real-time, automated reports and forecasting to keep stakeholders up to date. They are more timely and accurate, and free up resources to increase customer contact.

Digital Solutions

Accounts receivable and accounts payable cloud-based solutions with customer/vendor portals and digital processes keep vendors and customers connected whether they work remotely or not.

With a connected accounting solution for your accounts receivable and accounts payable teams to coordinate work with customers and vendors, you can go digital and enjoy the benefits of office automation.

Lockstep, a leader in cloud-based connected accounting solutions, can help you boost productivity and optimize cash flow with:

  • Digital Onboarding – Collect master data directly from your customers and vendors
  • Accounting Inbox – Make it easy to divvy up work and track progress
  • Smart Automation – Automate menial task with accounting integration
  • Online Accounts – Give customers and vendors online access to their accounts

Lockstep is an experienced software partner that can help you increase efficiency and accelerate cash flow.

If you would like to learn more about how you can benefit from connected accounting solutions, please contact Lockstep at