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!
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
Creating a Credit Plan
For B2B businesses, credit management is essential for accounts receivable (AR) management success. Proper, healthy credit management allows for steady cash flow, better collections management and a manageable days sales outstanding (DSO). The Credit
What is Lockstep® Inbox?
Lockstep is pleased to announce our latest offering, Lockstep® Inbox. Revolutionizing accounting, Lockstep Inbox creates an shared inbox where accounting teams professionals can work better with customers and vendors. Today, more than
Email is Not an Accounting Tool
Email as a central business communication tool isn’t going anywhere. However, as a 50-year old communication tool, email is not meant to solve your accounting workflow management challenges. Accounting teams
Rising Interest Rates’ Impact on Accounts Receivable
As the Federal Reserve tightens interest rates at the highest level in over 20 years, it’s a good time to review your manual accounts receivable (AR) processes to seek out your unresolved cash traps.
What is Lockstep Inbox?
Lockstep is pleased to announce our latest offering, Lockstep® Inbox. Revolutionizing accounting, Lockstep Inbox creates an shared inbox where accounting teams professionals can work better with customers and vendors. Today, more than
National Accounting Day 2022
This week, we are celebrating the success of our wonderful customers, because accounting teams are the backbone of every business. Even more so, without the organization and fortitude of the accounts receivable
How to Build a Better (Customer Experience) Mousetrap
Guest Contribution from Fortis Prior to the pandemic, if your business preferred sending paper invoices and accepting/using paper checks to process accounts receivables, your customers accepted it or found another vendor that offered
Three More Ways to Reduce Your Outstanding Accounts Receivable
Is your AR aging creeping beyond resolution? Are you even able to review and report on your aging accounts receivable? The role of accounts receivables (AR) teams is increasingly important as the backbone of
