Lockstep Integrations

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Through leading-edge technology, best-in-class business functionality, and customer-friendly business practices, Acumatica delivers unparalleled value to small and midmarket organizations. Integrated workflows span the full suite of business management applications, from Financials, Project Accounting, and Inventory Management to CRM. Specialized industry solutions include Construction Edition, Manufacturing Edition, Retail Edition, and Distribution Edition. Acumatica is built on a future-proof platform with open architecture for scalability, ease of use, and rapid integrations. Connected business. Delivered. Rapid integrations. Delivered. Remote collaboration. Delivered. Business resilience. Delivered. Future-proof platform. Delivered.

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Streamline your processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central (formerly Microsoft Dynamics NAV)—a comprehensive business management solution designed for small to medium-sized businesses. Accelerate financial close, chart financial performance in real time, and improve forecast accuracy while maintaining compliance and security. Maximize profitability with an end-to-end view across operations, purchasing, manufacturing, inventory, and warehouse management. Manage the sales process from start to finish within Outlook and deliver exceptional service with a connected view of customers and service operations. Plan and monitor your projects with real-time metrics on resources, profitability, tasks, and progress.

Bring greater control over your financials, inventory, and operations with Dynamics GP, a business management solution for small and medium-sized businesses that goes beyond accounting software. Get up and running quickly with a solution that’s flexible, configurable, and designed to grow with you. Manage your cash, assets, and banking. Track and manage your production, inventory, orders, returns, and vendors. Manage your contacts, sales opportunities, and service contracts. Hire, train, and pay your team with the help of complete employee profiles and evaluation tools. Get real-time visibility and analytics to track performance and act with insight.

Epicor Financials gives businesses control and automation over all finance-related activities. Extend your team's capabilities with industry-leading add-on modules that digitize and automate your finance and accounting processes. Simplify reporting and decision making with robust business intelligence and financial planning and analysis tools. Modernize your system while staying current and secure in the cloud. -Drive financial and operational planning across the company -Connect to multiple data sources to reduce silos -Focus on automating workflows to gain efficiencies -Enhance collaboration within Finance and Accounting -Expand your business globally

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

Formerly known as Sage Master Builder, Sage 100 Contractor is an industry-specific, fully integrated construction management solution for small to midsized contractors. With Sage 100 Contractor, companies get access to critical, end-to-end business and project information. The solution features a customizable user dashboard, a project work center, as well as accounting, estimating, project scheduling and management, job costing and service management tools. Sage 100 Contractor helps manage critical business operations efficiently. Get easy access to critical job cost and project details with an intuitive solution built for contractors. Get instant access to project status with customizable dashboards and industry-specific reports. Simplify processes with integrated estimating and export budgets, proposals, subcontracts, and purchase orders instantly. Get in touch with our construction experts to discuss challenges and opportunities on how to optimize for forward growth.

Your organization faces complex business challenges and fast-paced change. Outdated, heavily modified legacy solutions add to the pressure. It’s time to simplify. We’re here to help you determine the best path to the cloud. Start your journey now. Seize emerging opportunities with a new breed of software, flexible, smart, and simple, to tame complexity, modernize, and prepare for the future. By 2024, more than 60% of organizations will deploy cloud ERP as an ecosystem of application and technology platforms from multiple vendors. Hear why tow truck and towing equipment manufacturer, Miller Industries, went all in on the cloud—and how it’s already reaped significant benefit across the business. Many factors influence the decision to move to a cloud solution. People across your organization may prioritize different goals, but all will see value in the cloud.

Latitude ERP provides an accurate view of the entire business through information and business tools you need to stay competitive in today’s global marketplace. Latitude allows distributors and manufacturers to automate and manage their entire business — finances, customers, supply chains, inventory, and more. Latitude provides you the insights you need to improve efficiencies and productivity in all departments. Monitor inventory levels and purchasing requirements across multiple locations. Ship orders on time and automate your inventory replenishment. From bill of materials to inventory revaluation, Latitude ERP helps you optimize inventory levels, enhance order fulfilment and improve customer satisfaction. Mobile applications include SalesXpress, PickXpress, ShipXpress. B2B e-Commerce Customer Portal. Integrations include multiple CRM, BI, e-Commerce and business automation tools. Latitude ERP seamlessly communicates with Pinpoint WMS with NO integration costs.

Manage your business and propel your growth to the next level with Sage 200 - now connected to Microsoft 365. Part of Sage Business Cloud. Ditch the downtime with a solution available 24/7, 365 days a year. Manage your accounts and customers, as well as manufacturing, supply chain, business intelligence, and more, on the go. Sage 200 uses the power and productivity of the desktop, with the freedom and control of smart, secure software. You can also collaborate with your teams in real-time. Our solution supports manufacturers, distributors and business services. Control your business and gain complete visibility over your operations. You can also manage multiple companies and access key insights and reports on the go through Excel. Get business-wide, market-leading software full of the features and functionality you need when you need them, and with scalable solutions that grow with your business.

Solve all the construction and property management challenges your company faces with Sage 300 Construction and Real Estate. Formerly Sage Timberline Office, Sage 300 is the market leader in end-to-end construction and property management software. It provides construction and real estate firms with the most comprehensive solution for managing the entire project or property lifecycle. The solution covers risk management for subcontractors and vendors, accounting, operations, and procurement processes.

Eclipse automates sales, supply chain, warehouse, and financial management for electrical, HVAC, plumbing, and PVF distributors. By integrating advanced data management and AI capabilities, Eclipse ensures more efficient processes, accurate, real-time information, and actionable insights across the business. This leads to improved operational efficiency, optimized sales and margins, enhanced decision-making, and overall, better customer experience.

SAP solutions go beyond traditional CRM software. In addition to core CRM functionality, they provide in-memory technology and Big Data insights to help you drive contextual, personalized customer engagement in real time – across any channel or line of business. Get the deep customer and social insights you need to make an impact in every deal – anytime, anywhere. Deliver contextual, individualized customer experiences across all channels and make every customer feel like your only customer. Provide a personalized digital shopping experience with our solutions for mobile, social, and e-commerce. Give your service reps the customer visibility and real-time problem-solving tools they need to win loyalty and cut costs.

Take control of your entire business, from supply chain to sales with Sage Business Cloud X3. Software for established businesses looking for greater efficiency, flexibility, and insight. Take control for your entire business with faster, simpler, and flexible production, financial, and supply chain management. Get to market quickly and efficiently by managing all of your manufacturing processes with one solution. Keep up with demand and ensure optimal efficiency through real-time monitoring of inventory status. Control your bottom line with accuracy and real-time global visibility while accommodating local operational requirements. Extend the capabilities of Sage X3, grow your business, and make life easier with our powerful connected apps. Sage Business Cloud X3 solutions are faster, simpler, and more flexible, at a fraction of the cost and complexity of typical ERP systems. Download our Solutions Capabilities guide to learn more.

All-in-one business management software. Over 40,000 customers across 150 countries and a variety of industries trust Sage 300 to manage their finances, operations and inventory—for a fraction of the cost of traditional ERP software. Manage multiple locations across multiple regions, languages, and currencies. Connect, analyze, and report on multiple business units, subsidiaries, companies and countries within your organization. Reduce the complexities of running multi-entities. Centralize your processes and manage your accounting, inventory, operations, distribution, and more from a single application. The best-in-class, cloud-enabled financial tools for companies with multiple entities and multiple locations. It features a multi-currency, multi-lingual interface. Manage transactions throughout the sales cycle, and automate your purchase order procedures directly in Sage 300. Manage contractor and subcontractor time and expenses and add stakeholders.

Are you ready to move beyond simple accounting software? Sage 100 can help manage your discrete manufacturing, wholesale distribution, and professional service processes. Sage 100 is built for security and compliance. Deep customizability means that it can meet your needs today and as you grow. And because it’s cloud-connected, you maintain control of your system while still leveraging the fundamental benefits of the cloud. Sage 100 is more powerful than accounting software, and more nimble than traditional ERP. Tear down data silos, decrease errors, and throw away those spreadsheets. Manage all your business processes in one place so you can spend less time on process, and more time on growth. Granular security and comprehensive audit tracking mean you are at decreased risk of fraud. With Sage 100 you have the tools you need to comply with changing legislation and the requirements of your industry.

The latest Sage 500 release includes accounts payable enhancements, credit card processing, and general updates, as well as updates to the solution's modules. Drive productivity and efficiency with powerful, fully integrated core financial accounting software. Sage 500 delivers a strong suite of tightly integrated, GAAP-compliant accounting and financial modules, easily customizable to the way you do business. Sage 500 ERP provides distribution and supply chain management that helps you minimize carrying costs while ensuring sufficient product availability. Automated supply chain and warehouse management processes integrate solidly with demand forecasting to maximize inventory control and profits. Sage 500 delivers scalable manufacturing capabilities to meet the needs of light assembly through advanced manufacturing, all in a tightly integrated suite of modules. These modules address the common concerns of costing, workflow, material tracking, and supply and demand.

Simplicity is built into everything about Propello Point of Sale. Get up and running quickly and see immediate value. Train your staff in just minutes. Speed checkout with easy access to product and customer info. Reward loyal customers with personalized offers. Work offline when the Internet is down. Get affordable, secure, and comprehensive payment solutions. Epicor Payment Gateway powers over 1 million transactions from more than 10,000 locations daily. Save your staff hours of taking inventory, and make sure you always have what you need. Propello gives you to the tools to stay organized, shrink carrying costs, and build your margins. A consistent, complete retail solution for connecting with customers when and where they shop. Respond to trends and issues quickly with a clear, 360-degree view of what's happening in your stores. Collect and analyze data to better serve your customers.