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Description
Reduce the time spent managing receivables by enrolling your clients in a system that replaces obsolete manual processes with efficient automated digital collection methods and communication channels. Offer your clients a variety of digital payment options, such as ACH, credit cards, and open banking, to simplify the payment process and enhance the accuracy of your financial records. Stay informed about your cash flow with regular automated reports and analytics tailored to your business's requirements. Use specialized customer ratings derived from credit assessments and engagement metrics to make well-informed decisions and refine payment strategies effectively. Anticipate your future cash flow by analyzing both current and historical payment patterns. Optimize your workflows for better prioritization, and take advantage of customizable communication templates and strategies while maintaining a white-labeled approach to branding. This comprehensive solution not only streamlines processes but also empowers your financial management capabilities.
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
Integrations
Acumatica Cloud ERP
No
Epicor Eclipse
No
Epicor Financials
No
Epicor Propello
No
Infor CloudSuite Business
No
Latitude ERP
No
Microsoft Dynamics 365
No
Microsoft Dynamics 365 Business Central
No
NetSuite
No
QuickBooks Online
No
Integrations
Acumatica Cloud ERP
Yes
Epicor Eclipse
Yes
Epicor Financials
Yes
Epicor Propello
Yes
Infor CloudSuite Business
Yes
Latitude ERP
Yes
Microsoft Dynamics 365
Yes
Microsoft Dynamics 365 Business Central
Yes
NetSuite
Yes
QuickBooks Online
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
Yes
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
Yes
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Kolleno
Country
United Kingdom
Website
www.kolleno.com
Vendor Details
Company Name
Lockstep
Founded
2019
Country
United States
Website
lockstep.io
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
No
Callback Scheduling
No
Client Management
No
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
No
Transaction Management
No
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
No
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
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
