The shared inbox designed for Sage Intacct Customers, Lockstep Inbox creates an online workspace so there’s one place for the accounting team to work together, manage shared activities, and directly connect with customers and vendors. Lockstep Inbox automatically organizes emails and documents by subject and issue for specific vendors, customers, and transactions. This vastly improves efficiency in terms of managing that existing workflow, while integrating directly with Sage Intacct. More importantly, Lockstep Inbox allows for communications to be automatically composed and addressed saving massive amounts of time in working with customer and vendors. Lockstep Inbox is meant for the individual or a team in the accounting department who communicates directly with customers and/or vendors. With functionality across both accounts receivable (AR) and accounts payable (AP), Lockstep Inbox allows the accounting department to have a workflow automation by connecting Sage Intacct and email software (Outlook or Gmail) to manage and collaborate on accounting activities easier and smarter.
Lockstep Inbox connects your email and Sage Intacct, allowing you to prioritize customer and vendor communications, automate reminders, and visualize key accounting metrics.
Increase Productivity by 20%
More than email, spreadsheets, and document management – Explore the power of an inbox that connects your email with Sage Intacct.
Sage Intacct Web Services
Integration Approved Countries:
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.