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support

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Description

Anchor is tailored to meet the distinct billing requirements of service providers and is engineered to significantly enhance efficiency while conserving resources, time, and financial costs. As an accounts receivable automation platform, Anchor revolutionizes traditional billing methods by streamlining the entire process, transforming it from a cumbersome task into a smooth operation for both vendors and clients. To establish a fully autonomous billing system that effectively closes the cycle with impeccable accuracy, we realized that the journey must commence even before billing begins: at the agreement phase between the vendor and their client. The key innovation lies in converting the engagement letter into a dynamic tool that serves as a single source of truth for both parties. This approach eliminates the need for direct handling of payment details and collections, as clients only need to provide that information once, making the process efficient and hassle-free. Ultimately, this not only simplifies operations but also fosters better communication and trust between vendors and clients.

Description

Lockstep, an award-winning platform that connects finance teams around the world, is helping them to work more effectively together. Lockstep was founded in 2019 to eliminate cash traps and leaks caused by manual synchronization between B2B trading partners' books. Lockstep, based in Seattle, provides a connected accounting cloud that enables businesses to establish trusting, compliant accounting relationships. Lockstep is a trusted accounting cloud that enables high-performance businesses large and small to manage their collections.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Acumatica Cloud ERP No 
Client Hub Yes 
Epicor Eclipse No 
Epicor Propello No 
Financial Cents Yes 
HubSpot AEO Yes 
Karbon Yes 
Levvy Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
QuickBooks Online Advanced No 
Sage 100 No 
Sage 100 Contractor No 
Sage 300 No 
Sage 500 No 
Sage X3 No 
Xero Yes 
Zapier Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Acumatica Cloud ERP Yes 
Client Hub No 
Epicor Eclipse Yes 
Epicor Propello Yes 
Financial Cents No 
HubSpot AEO No 
Karbon No 
Levvy No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
QuickBooks Online Advanced Yes 
Sage 100 Yes 
Sage 100 Contractor Yes 
Sage 300 Yes 
Sage 500 Yes 
Sage X3 Yes 
Xero No 
Zapier No 

Pricing Details

$5 per payment
$5 per payment received
No subscription. No monthly fees.
Free Trial Yes 
Free Version Yes 

Pricing Details

For pricing details, connect with a Lockstep Product Specialist or visit our website!
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Anchor

Founded

2021

Country

United States

Website

www.sayanchor.com

Vendor Details

Company Name

Lockstep

Founded

2019

Country

United States

Website

lockstep.io

Product Features

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing Yes 
Tax Calculator No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management No 
Invoice History No 
Multi-Currency No 
Multi-Period Recurring Billing No 
Payment Processing No 
Recurring Donations No 
Subscription Billing No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing No 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing No 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing No 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing Yes 
Tax Calculator Yes 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management No 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management Yes 

Alternatives

Alternatives

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