Save Staff Time and
Close Your Books Faster!

Lockstep Self-Service provides customers and vendors with immediate access to reconcile their statements, download important documents, view transaction history, and export accounting data.

Close your books faster while improving the customer and vendor experience, for free! 





 

Improved Efficiency and Enhanced Visibility

Whether you’re a team of one or ten, Lockstep Self-Service makes it faster and easier to work with your customer and vendors, delighting them in the process.

Statement View.

Access open invoices and bills in real-time, removing obstacles from your accounting and period-end processes.

cash management screenshot
automated screenshot

Invoice Details.

Provide customers easy access to data and documents at the click of button, in a single application, saving time and eliminating customer frustration from your AR workflows.

Document Downloads.

Save time and accelerate time to pay by providing a secure portal for customers to download invoices and financial documentation with 24/7 access

collections screenshot
self service screenshot

Bill Details.

Provide vendors easy access to core data and documents at the click of a button in a single application, saving time and eliminating vendor frustrations from your AP workflows.

Payment and Application Data.

Close your books faster by eliminating stop gaps and bottlenecks in your accounting workflows.

cash management screenshot
forecasting screenshot

Export to Excel.

Save time and improve efficiency by providing a secure portal for vendors and customers to access and export important financial details to excel at anytime from anywhere.