Accounting workflow automation supplier Lockstep introduced the discharge of Lockstep Inbox, a free automated inbox software designed particularly for accountants.
The answer streamlines workflows by a shared Accounting Inbox, in distinction to private inboxes, which every stand in their very own silo. Particularly, the brand new answer presents the flexibility to:
- Monitor accounting KPIs and generate actionable studies;
- Use a zero-admin workflow to handle and observe the groups’ accounting emails, cellphone calls, and to-dos;
- Talk with distributors and prospects in a single click on;
- Achieve a 360-degree view of the shopper and vendor’s exercise historical past, transactions, contacts and paperwork; and,
- Entry a shared workspace that provides visibility into the standing of every staff member, so individuals can search all data on prospects and distributors.
“Time spent aligning mismatched books and sorting by outdated emails is each inefficient and expensive for a enterprise,” stated Matt Shanahan, chief technique officer and co-founder of Lockstep, in an announcement. “Lockstep Inbox permits accounting professionals to sync their books, cease chasing paper, and improve transparency by a shared workflow so accounting groups can give attention to what issues most — the underside line of the enterprise.”