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.

Key Benefits:

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. 
 

• AP and AR Dashboards. 
  • Be proactive with accounting KPIs and actionable reports on customer and vendor status.
• Intuitive Workflow. 
  • Ensure nothing falls through the cracks with powerful, zero-admin workflow that tracks your open, follow-up, and scheduled activities.
• Email Templates. 
  • Save time by communicating with vendors and customers in one click with email templates that auto-fill based on your accounting data.   
• Customer and Vendor History.
  • Respond quickly with a searchable history of all AR and AP communications, contacts, documents, and transactions.
• Shared Team Workspace 
  • Maximize your team's impact with assignments that divvy up the work.

System Requirements:
Sage Intacct Web Services

Price:
Free

Integration Approved Countries:
United States;