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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 ConnectBooster?

Simplify the payment reception process, spanning from invoicing to collections, while erasing monotonous accounting tasks, stressful collection calls, and persistent overdue payments. Enjoy a smooth cash flow experience that enhances your operational efficiency. For many service providers who deliver exceptional value, receiving payments on time can often feel uncertain. As a result, your income may become trapped in overdue receivables, making it seem difficult to reinvest in your business’s development. Yet, this doesn’t have to be an arduous struggle. ConnectBooster presents a scalable solution aimed at improving your cash flow, trusted by thousands of service providers to ensure they receive payments on schedule and with minimal effort, thus conserving valuable time. Are you prepared to be part of this community? With the capability for two-way data synchronization with your existing systems and various payment automation features, ConnectBooster can help you reclaim between 8 to 20 hours each month dedicated to billing tasks. Before adopting ConnectBooster, service businesses typically experienced an average wait of 48 days to receive payments from clients. This delay can significantly impede growth and operational efficiency. Now, with timely payments achievable, you can concentrate on what truly matters—expanding your business and enhancing the services you provide to your clients. Ultimately, a smoother cash flow process can lead to greater peace of mind and improved business outcomes.

Media

Media

Integrations Supported

Microsoft Dynamics GP
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Acumatica Cloud ERP
Epicor Financials
Epicor Propello
Microsoft Dynamics 365 Business Central
NetSuite
Sage 100
Sage 200
Sage 300
Sage 300 Construction and Real Estate (CRE)
Sage 500
Sage X3

Integrations Supported

Microsoft Dynamics GP
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
CloudRadial
ConnectWise CPQ
DepositFix
Xero

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

Company Facts

Organization Name

Lockstep

Date Founded

2019

Company Location

United States

Company Website

lockstep.io

Company Facts

Organization Name

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.connectbooster.com

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

Billing and Invoicing

Dunning Management
Invoice History
Payment Processing
Recurring/Subscription Billing

Recurring Billing

Dunning Management
Invoice History
Multi-Period Recurring Billing
Payment Processing
Recurring Donations

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