COVID-19 drastically changed work. Businesses had to close offices and their employees to adjust to remote work. To reach customers you needed email and digital AR solutions. Customers need to communicate, and access and use data from wherever they need to be on a 24/7 basis.
The solution to create a customer experience that meets their needs is self-service. A self-serve portal can maximize customer experience with many touch points on the journey through your AR processes.

Following are some examples of how self-service can be used to design and maximize the customer experience.

Customer Billing

A portal to access billing information allows customers to work on billing at any time from wherever they want. Customers can check account information, payment due dates, and invoices. It eliminates searching files for invoices, and copies of invoices and statements can be obtained.

After reviewing billing information, customers can make payments in the portal. It eliminates the need to log on again to make payment.

Digital billing and a self-serve portal saves customers the time and cost of processing bills and making manual payments.

Managing Customer Profile

Up-to-date customer master data is essential to avoiding errors and maximizing customer experience. With a self-service portal customers can update their own profiles. Customers know when important information needs to be updated. They can manage their profiles on their own schedule to avoid possible problems and maximize their customer experience.

Resolving Disputes

Disputes can impact customer experience with the journey through your AR processes. Customers using a self-service portal can report disputes as they happen rather than after they have taken a deduction from a payment. A self-serve portal also helps to facilitate the communication with stakeholders necessary to resolve disputes quickly.

Digital AR solutions including a self-serve portal can help to maximize customer experience with the journey through your AR processes.

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