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What is Lockstep?

Lockstep, an acclaimed platform that unites finance teams globally, is enhancing their collaborative efficiency. Established in 2019, Lockstep aims to eradicate cash traps and discrepancies resulting from the manual synchronization of financial records between B2B trading partners. Operating out of Seattle, Lockstep offers a connected accounting cloud that allows organizations to forge reliable and compliant accounting relationships. This trusted accounting solution supports businesses of all sizes in optimizing their collections management processes, ultimately driving better financial outcomes. With Lockstep, finance teams can focus more on strategic initiatives rather than being bogged down by administrative tasks.

What is CollBox?

Boost your debt collection effectiveness with CollBox, a solution designed to alleviate the challenges of collecting payments owed to you. The often frustrating and protracted task of securing rightful payments becomes much easier with CollBox, which effectively integrates with your existing cloud accounting software. It allows for the identification of overdue accounts and promptly connects you with the most fitting solution provider, whether that’s a caring Receivables Specialist or a reputable Collection Agency. By meticulously evaluating your accounts receivable, CollBox uncovers customers who either delay their payments or completely neglect them. You simply select the overdue accounts you want help with, and we take care of everything else. CollBox boasts a dedicated network of reliable and vetted receivables agents and collection firms, guaranteeing your specific debts are matched with a provider that has a proven track record in your industry. Thanks to CollBox's seamless integration with cloud accounting platforms, you can immediately enhance your collection strategies and discover a more efficient method for recovering your assets. This innovative approach not only saves you time but also maximizes the likelihood of successful debt recovery.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Acumatica Cloud ERP
Epicor Eclipse
Epicor Financials
Epicor Propello
Infor CloudSuite Business
Latitude ERP
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Sage 100
Sage 100 Contractor
Sage 200
Sage 300
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage X3

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
FreshBooks
Invoiced
Sage Accounting

API Availability

Has API

API Availability

Pricing Information

For pricing details, connect with a Lockstep Product Specialist or visit our website!

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Lockstep

Date Founded

2019

Company Location

United States

Company Website

lockstep.io

Company Facts

Organization Name

CollBox

Date Founded

2015

Company Location

United States

Company Website

collbox.co

Categories and Features

Accounting

Accounts Receivable
Billing & Invoicing
Multi-Currency
Purchase Orders

Accounts Receivable

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

AR Automation

Not specified

Billing and Invoicing

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

Debt Collection

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

Finance

Not specified

Categories and Features

Accounts Receivable

Collections Management

AR Automation

Not specified

Debt Collection

Agency Management
Client Management

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