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features
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support

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Description

AgentCollect is a cloud-driven platform designed to help businesses recover outstanding B2B invoices effectively. It empowers finance teams to input invoice information and oversee recovery efforts via an intuitive dashboard. Utilizing AI agents, the platform automates communication through email, text messages, and phone calls on behalf of clients while incorporating configurable safeguards and options for human intervention. Additionally, it meticulously monitors outreach efforts, responses, and payment statuses, seamlessly integrating with accounting, billing, CRM, and ERP systems, and providing an MCP interface for advanced programmatic connections. This tool enables companies to efficiently follow up on overdue invoices as part of their current financial workflows, while keeping all outreach efforts and payment collections organized in a single location. Ultimately, AgentCollect streamlines the accounts receivable process, allowing businesses to improve their cash flow management.

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 Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

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

Pricing Details

$0 unless collected
A 1% fee applies to overdue balances managed and is payable only when a collection is made; no upfront payment is required. A no-commitment pilot is offered.
Free Trial Yes 
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 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 No 

Customer Support

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

Types of Training

Training Docs No 
Webinars No 
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

Respaid Inc. (dba AgentCollect)

Founded

2020

Country

United States

Website

www.agentcollect.com

Vendor Details

Company Name

Lockstep

Founded

2019

Country

United States

Website

lockstep.io

Product Features

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 

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 

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