Lockstep Statement

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Lockstep:

About

Award-winning Lockstep connects the world’s finance teams so they can work better together. Founded in 2019, Lockstep eliminates cash traps and leaks created from manual synchronization of books between B2B trading partners. Based in Seattle, Lockstep’s connected accounting cloud empowers trusted, compliant accounting relationships between businesses of all sizes. High-performance companies large and small run their collections with Lockstep. Why automate your AR collection processes? Outlook and Excel aren’t designed to improve AR collections productivity. Outlook and Excel means manual communications and data entry. That means you don’t have the necessary automation, customer self-service, or visibility to improve your AR operations. What an AR automaton solution should include: Automated Communications Customer Self-Service Activity Management Cash Application Forecasting & Reporting
Statement:

About

The cash intelligence platform for global liquidity management, automated A/R reconciliation, and real-time 13-week forecasting. Statement offers enterprise-grade security, automation, and global connectivity to any bank, ERP, expense, or investment system, all through a single intuitive UI. We enable treasury and finance teams to optimize their working capital by reducing manual workflows and increasing the accuracy of their cash-based data. No IT resources are required to start working. We're API-first, but that doesn't mean everyone else is. Our connectivity infrastructure offers pre-built integrations and supports any new bank, ERP, or other financial system integration our customers require. We onboard in days, not months, and there is no extra development work required. Real-time data means real-time treasury management. We pull data from every connected account every few minutes, which also means your global cash positions are always accurate.
Lockstep:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Statement:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Lockstep:

Audience

Built for mid-market to enterprise businesses, Lockstep is a cloud-based AR automation solution that improves cash flow by 30% or more and insight into cash position, resulting in a 20X ROI.
Statement:

Audience

Treasury and finance teams wanting a solution to optimize their working capital and reduce manual workflows
Lockstep:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Statement:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Lockstep:

API

Offers API Supported
Statement:

API

Offers API Supported
Lockstep:

Screenshots and Videos

Statement:

Screenshots and Videos

Lockstep:

Pricing

For pricing details, connect with a Lockstep Product Specialist or visit our website!
Free Version Not Supported
Free Trial Not Supported
Statement:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Lockstep:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Statement:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Lockstep:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Statement:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Lockstep:

Company Information

Lockstep
Founded: 2019
United States
lockstep.io
Statement:

Company Information

Statement
United States
www.statement.io
Lockstep:

Alternatives

Statement:

Alternatives

Lockstep:
BlueSnap

BlueSnap

5.0 out of 5 stars
Statement:
Lockstep:
GEN-OPS1

GEN-OPS1

GENEO Software
Statement:
Sage Intacct

Sage Intacct

4.3 out of 5 stars
Lockstep:
Statement:
Lockstep:
Statement:
Lockstep:

Categories

Accounting Supported
AR Automation Supported
Debt Collection Supported
Finance Supported
Statement:

Categories

Lockstep:

Accounts Receivable Features

ACH Payment Processing Supported
Billing & Invoicing Supported
Check Processing Not Supported
Collections Management Supported
Online Payment Processing Supported
Overpayment Processing Not Supported
Partial Payments Supported
Receivables Ledger Supported
Recurring Billing Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Not Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Not Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Supported
Tax Calculator Supported

Debt Collection Features

Agency Management Not Supported
Auto Dialer Not Supported
Automated Notices Supported
Callback Scheduling Supported
Client Management Supported
Commission Management Not Supported
Compliance Management Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Supported
Payment Plans Supported
Transaction Management Supported
Lockstep:

Integrations

Acumatica Cloud ERP Supported
Epicor Eclipse Supported
Epicor Propello Supported
Infor CloudSuite Business Supported
Latitude ERP Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Dynamics GP Supported
Microsoft Excel Not Supported
NetSuite Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
SAP CRM Supported
Sage 100 Contractor Supported
Sage 200 Supported
Sage 300 Supported
Sage 300 Construction and Real Estate (CRE) Supported
Sage 500 Supported
Sage Intacct Supported
Sage X3 Supported
Statement:

Integrations

Acumatica Cloud ERP Not Supported
Epicor Eclipse Not Supported
Epicor Propello Not Supported
Infor CloudSuite Business Not Supported
Latitude ERP Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Dynamics GP Not Supported
Microsoft Excel Supported
NetSuite Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SAP CRM Not Supported
Sage 100 Contractor Not Supported
Sage 200 Not Supported
Sage 300 Not Supported
Sage 300 Construction and Real Estate (CRE) Not Supported
Sage 500 Not Supported
Sage Intacct Not Supported
Sage X3 Not Supported
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Statement:
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