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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 CoreCard?

CoreCard offers a robust platform that provides a wide array of software solutions for managing transactions and accounts. With our deep expertise in the payments industry, we deliver outstanding end-to-end software solutions tailored to our clients' needs. Our services empower processors, merchants, and banks across the global payment ecosystem to seamlessly develop and manage a variety of card programs, which include options like prepaid cards, fleet cards, private labels, branded networks, and accounts receivable. We handle everything from the initial account creation and card issuance to transaction processing and managing loyalty programs, as well as billing for accounts receivable and lending services. Furthermore, we support merchant account management, transaction processing, and settlement services efficiently. Our expertise also covers case management, recovery tactics, and automated collections, ensuring a comprehensive approach to your financial needs. Recognizing that the success of any project is crucial, we are committed to accommodating your preferences, whether you decide to license your own system and integrate with third-party services or choose to issue cards through our advanced processing environment. Our dedicated implementation teams, composed of experienced professionals, are always prepared to assist you in addressing all your requirements, reinforcing our commitment to excellence. Together, we can expertly manage every facet of your card program, ensuring a smooth and successful experience.

Media

Media

Integrations Supported

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

Integrations Supported

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

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Lockstep

Date Founded

2019

Company Location

United States

Company Website

lockstep.io

Company Facts

Organization Name

CoreCard Software

Date Founded

2001

Company Location

United States

Company Website

www.corecard.com/platform/

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

Not specified

AR Automation

Not specified

Card Issuance

Not specified

Debt Collection

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

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