• Lockstep Inbox - Connect your Email to Sage Intacct

    Improve productivity by having your accounting data, email, approvals and more all in one place.

  • 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. 

    User-added image

    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


    Integration Approved Countries:
    United States;

    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.

    Phone: (866) 903-1430
    Website: http://www.lockstep.io
    Year Founded: 2019
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