Get Control of AP & AR Emails

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AP and AR Dashboards

Be proactive with accounting KPI's and actionable reports on customer and vendor status.

Features	Email, Spreadsheets, & Document Management Applications	Lockstep Inbox
Accounting Email Templates
Intuitive Multi-step Workflow
Task Assignment and Tracking
Automated Follow-up Tracking
Internal and Call Notes
Vendor and Customer Contact Management
Accounting/ERP Integration
360-degree view of Customers and Vendors
Global search
Approval Management
AR and AP Dashboard
Automated Document Management
Operational Insights

Intuitive Workflow

Ensure nothing falls through the cracks with powerful, zero-admin workflow that tracks your open, follow-up, and scheduled activities.

Customer and

Vendor History

Respond quickly with a searchable history of all AR and AP communications, contacts, documents, and transactions.

Email Templates

Save time by communicating with vendors and customers in one click with accounting email templates that auto-fill based on your accounting data.

Shared Workspace

Maximize your accounting team’s impact with assignments that divvy up the work.