Connected Accounting
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Check out our resources to learn about the benefits of automation and how it can transform your finance department.
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7 Ways to Speed Up and Automate Accounts Receivable Communications
In today's fast-paced, competitive business environment, it's more important than ever to optimize your accounts receivable (AR) processes. One way to do this is by leveraging automated customer communications as part of your
The Facts About Surcharges
Guest Contribution from Fortis What to know before you charge Mention the word “surcharge” around merchants or service providers, and you might get confused faces and blank stares. There may be a bit
Email Blunders for Accounting Teams to Avoid
We all know how frustrating email can be, especially for accounting teams. Sometimes it just doesn't work as you want it to. Email often becomes a major source of frustration - especially when
More Email Blunders That Cost Accountants Time and Money
We all know how frustrating email can be. Sometimes it just doesn't work as you want it to. In Part IEmail Blunders That Cost Accountants Time and Money of this series, we took
Email Blunders That Cost Accountants Time and Money
Email is a necessary evil for accounting teams. It's the primary way we communicate with our colleagues, vendors, and customers. But it can also be a huge source of frustration - especially when
7 Fun Halloween Costume Ideas for Accounting Professionals
As we all know, Halloween is just around the corner! And what better way to celebrate than by dressing up in a fun accounting-themed costume? In this blog post, we will cover seven
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.
