Connected Accounting
Resources.
Check out our resources to learn about the benefits of automation and how it can transform your finance department.
Browse our assets below!
Lockstep Inbox: Approvals Just Became Simple
If you're like most accounting teams, you spend a lot of time managing approvals. Whether it's AR or AP approvals, getting the right documents and signatures can be a tedious process. That's why
Your Accounting Inbox Needs a Workflow Overhaul: Productivity and Coverage
When scaling your business, email no longer becomes the “best” or “easiest” tool to use. This is why sales departments use Salesforce to manage account status, notes and communications. This is why your
Traditional Email Equals Time Wasted and Duplicated Efforts
Your Accounting Inbox Needs a Workflow Overhaul: Part 4 Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make
Your Accounting Inbox Needs an Overhaul: Analysis and Tracking
Your sales team uses Salesforce, IT is using JIRA to manage internal inquiries, and your customer success team is using Gainsight to manage the influx of customer requests. But you? You’re stuck
Lockstep Inbox Update: Global Search
If you're like most accounting teams, you probably spend a lot of time searching through your email for specific information. It can be frustrating when you can't find what you're looking for, especially
Lockstep Acquisition: A Letter from Peter Horadan
The Lockstep team has been on quite a journey over the past 3 years, and the next stage of our journey is arguably the most exciting. I am pleased to share that
More Signs Your Accounting Inbox Needs a Workflow Overhaul
Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make sense on paper, but when managing multiple streams and
Signs Your Accounting Inbox Needs a Workflow Overhaul
When you are just starting out, using email to manage the inflow of communications and documents to/from customers and vendors makes sense. You are building relationships and managing invoices with a personal touch.
Leveraging Automation for Customer Credit Scoring
In today's economy, it is essential to be able to allocate credit where it is needed most. This means that businesses need to have accurate and up-to-date information about their customers' creditworthiness. While
What is Lockstep® Inbox? – It Saves You One Day a Week
Lockstep® Inbox creates an shared inbox where accounting teams professionals can work better with customers and vendors - get start for free (add in link). Today, more than 90% of accounting professionals
Different Payments Types Explained
With inflation discussions dominating the conversation today, it is more important than ever to decrease your days sales outstanding (DSO). This not only increases your cash flow but reduces the risk across your
Lockstep Inbox Update: AR and AP Templates
Over 20 New Email Templates to Save You Time Lockstep Inbox has seen some fantastic updates since launching in May. It's been a great success so far, and we've received quite a
Three Google Sheets Formulas for Accountants
While most accounting teams use Excel for their spreadsheet needs, a growing number of teams and organizations are moving to Google Sheets. At time where remote teams are ubiquitous, collaboration and cost (Google
Getting Started with Lockstep Inbox – Free Forever
Lockstep Inbox creates an online workspace so there’s one place for your accounting team to work together, manage shared activities, and directly connect with customers and vendors. Lockstep Inbox automatically organizes emails
