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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

Introducing a comprehensive cash intelligence platform designed for effective global liquidity management, automated accounts receivable reconciliation, and precise 13-week forecasting. This solution provides enterprise-level security, seamless automation, and worldwide connectivity to any banking, ERP, expense, or investment system, all accessible through a single user-friendly interface. Our platform empowers treasury and finance departments to enhance their working capital by minimizing manual processes and improving the accuracy of cash-related information. Users can begin utilizing the system without the need for IT support. Although we prioritize an API-first approach, we ensure compatibility with various systems through our robust connectivity infrastructure, which includes pre-built integrations and the capability to support any new financial system requests from our clients. We facilitate onboarding in a matter of days instead of months, eliminating the need for additional development efforts. With access to real-time data, treasury management becomes more efficient, as we continuously gather information from all linked accounts every few minutes, ensuring that your global cash positions remain consistently accurate and up to date. This level of responsiveness not only enhances decision-making but also strengthens overall financial strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP
Epicor Propello
Infor CloudSuite Business
Latitude ERP
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Excel
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SAP CRM
Sage 100
Sage 100 Contractor
Sage 200
Sage 300
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage Intacct
Sage X3

Integrations

Acumatica Cloud ERP
Epicor Propello
Infor CloudSuite Business
Latitude ERP
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Excel
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SAP CRM
Sage 100
Sage 100 Contractor
Sage 200
Sage 300
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage Intacct
Sage X3

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Lockstep

Founded

2019

Country

United States

Website

lockstep.io

Vendor Details

Company Name

Statement

Country

United States

Website

www.statement.io

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Receivable

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Product Features

Accounts Receivable

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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Alternatives

Alternatives

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