One place to connect with vendors and customers.

Team Workspaces.

Unite any team in a single place to get work done fast.

Conversations
Replace siloed email processing with shared conversations powered by collaboration features.

Tasks
Easily create and track to-dos to empower your team to work seamlessly together.

Documents
Capture, share, and archive critical vendor and customer documents.

Smart Templates
Create personalized, compliant responses in one click.

Action Links
Jump straight to records in your accounting software based on contents of the email.

Search
Search across the entire history of tasks and conversation to find information instantly.

Flexible Workflow.

Make managing the work hassle free.

Assignments
Divvy up emails and tasks to coordinate work among the team including auto-assignment rules.

Approvals and Requests
Include people outside of AR or AP in your workflow using email-based approvals and requests.

Reminders
Schedule the next step in a workflow for a future date and time (e.g., pay later or promise follow-up).

Tracking
Stay on top of status and any bottlenecks with progress reporting.

Vendor Channels.

Accelerate your payables with data and automation.

Vendor Statements
Speed up reconciliation by sending summary of open and closed bills as well as payment history to a vendor in one-click.

Approver Nudge
Make timely payments by automatically nudging approvers if they’re behind.

Contact Management
Reduce mistakes by ensuring your communications go to the right addresses at vendors.

Vendor Documentation
Automatically capture and archive W-9 and other documents for compliance purposes.

Archive
Respond quickly to inquiries or requests with a full history of communications, transactions, and documents for each vendor.

Customer Channels.

Accelerate your receivables with data and automation

Customer Statements
Speed up collections and reconciliation by sending summary of open and closed invoices as well as payment history to a customer in one-click.

Customer Nudge
Keep your collections on-track by automatically nudging customers if they’re approaching due dates.

Contact
Eliminate lost invoices by ensuring your communications go to the right addresses at customer.

Customer Documentation
Automatically capture and archive proof-of-insurance, tax certificates, and other documents for compliance purposes.

Archive
Respond quickly to inquiries or requests with a full history of communications, transactions, and documents for each customer.

Tasks by team members

Performance Analytics.

Meet or beat your SLAs with insights into your performance.

Workload Reporting
Track how many requests your teams receive, the number of response sent, and response time.

Individual Performance
Understand performance of each team member to identify where coaching and training may improve operations.

Approver Performance
Know the turn-around time for each approver to understand impact on closing.

See Lockstep in Action

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