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Customer Testimonial Videos
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We had a small team, and we were experiencing significant growth over the past 7 years. We needed to figure out how to scale and minimize headcount growth while improving our DSO.

Manager of AR, Revenue and Treasury
AmSpec

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State Systems

State Systems has gone from barely being able to reach all their customers to now tailoring their collections process to fit the needs of their customers. With Lockstep’s sequencing, State Systems can create different business rules based on the customer receiving the statement. Read how this use of sequencing and statement automation has….

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Amspec

AmSpec has been able to pull AP contact information directly from their ERP, Sage X3. Lockstep gave AmSpec the ability to send a note to schedulers and buyers in their email blasts asking for the correct AP contact information. Read how AmSpec saw a 12.5% DSO decrease during the middle of a global pandemic, adding an additional $10.1M in working capital. 

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Brennan IT

With a diverse customer base and a wide range of services provided, Brennan IT has complex invoicing requirements with multiple entities and multiple billing streams. As Brennan IT began to grow, it became essential to find an automation solution to scale collections without adding additional headcount. Read how Lockstep has helped Brennan IT save… 

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Avenu

Avenu quickly went from processing 250 invoices to over 1000 per month. A Sage Intacct ERP subscriber, the accounts receivable and collections team saw average day sales outstanding (DSO) balloon to nearly 70 while integrating new acquisitions. Read how Lockstep not only improved team efficiency and reduced DSO by over 20 days but provided a far more robust set of analytics.  

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MarVista

With a single AR person, MarVista didn’t have the ability to view and track days sales outstanding (DSO) or other key metrics. How could MarVista improve their invoice deployment, gain visibility into their activity management and reporting strategy, and enhance their accounting workflows? Enter award-winning Lockstep.

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Securitas

Securitas Electronic Security found they had outgrown their homegrown AR system, limiting visibility into historic data and communications.  Read how, Locksteps automation allowed Securitas Electronic Security to reach out to and communicate with customers on a regular basis, without being forced to do the email outreach manually, increasing their receivables by over 247 percent. 

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Lockstep has helped us tremendously in taking a very manual process to automation that our customers have access to 24x7x365. The automated Lockstep communications takes the worry out of my Collectors having to manually contact their customers and then manually keep track of their aging.

Controller
Express Oil

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EST

With such a wide array of customers across industries and requiring a different level of service, EST was in the market for a tool that could allow them to do more with less manual work. Moving to a straight-thru process using Lockstep allowed EST to reduce their manual processes by 73 percent. Read how EST has increased cash flow 148 percent since implementation.

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Mid-States Bolt & Screw Co.

As Mid-states bolt & screw grew, they needed a better, more efficient way to manage their accounts receivable processes. “Without Lockstep Collect, I couldn’t do print customers because there was no way to send one single statement that showed all of their past due invoices. I would have to send copies of all their past due invoices, all of the paper, all of the postage. It was cost prohibitive.”

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Perlick

As Perlick continued to grow, they recognized they needed to implement Kinetic (Epicor ERP) in the beginning of 2018. However, Perlick’s accounts receivable (AR) department still needed more help and automation to manage their expanding cash flow of 1,300 active accounts. Read how the team was able to focus their time on reaching out to more customers, reducing DSO from 44 days down to 37 days.

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