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features
design
support

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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.

Description

Streamline workflow: Cut down the time allocated to A/R Management and Finance responsibilities by a minimum of 85% through the automation of tedious tasks. This initiative is expected to lower operational expenses, allowing for the reallocation of resources towards various company projects and initiatives. Our innovative self-service solution tailors communication strategies in real-time to enhance client engagement, ultimately leading to superior customer support. Within the first two weeks of implementation, over 40% of previously overdue accounts were successfully settled, with numerous clients enrolled in personalized payment plans. By utilizing the appropriate tools, the reliance on external assistance diminishes significantly. It's crucial not to jeopardize customers' credit or treat those with overdue bills harshly, as many individuals genuinely intended to pay. The emotional weight of having an unpaid bill can be overwhelming, and instead of exacerbating stress, it's vital to adopt a supportive and understanding approach. Offering customers practical repayment solutions for outstanding debts not only demonstrates empathy but also helps maintain their credit health, fostering a positive relationship between the company and its clients. Ultimately, cultivating a compassionate atmosphere can lead to better financial outcomes for both parties involved.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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 
Microsoft Dynamics GP Yes 
NetSuite Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP CRM Yes 
Sage 100 Yes 
Sage 100 Contractor Yes 
Sage 200 Yes 
Sage 300 Yes 
Sage 300 Construction and Real Estate (CRE) Yes 
Sage 500 Yes 
Sage Intacct Yes 
Sage X3 Yes 

Integrations

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 
Microsoft Dynamics GP No 
NetSuite No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP CRM No 
Sage 100 No 
Sage 100 Contractor No 
Sage 200 No 
Sage 300 No 
Sage 300 Construction and Real Estate (CRE) No 
Sage 500 No 
Sage Intacct No 
Sage X3 No 

Pricing Details

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

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Lockstep

Founded

2019

Country

United States

Website

lockstep.io

Vendor Details

Company Name

siyea

Founded

2016

Country

United States

Website

www.siyea.net

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 

Product Features

Accounts Receivable

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

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