# Sage AR Automation Reviews **Vendor:** Sage Software **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.3/5.0 **Total Reviews:** 36 ## About Sage AR Automation Lockstep connects the world's accounts receivable (AR) and accounts payable (AP) departments so they can work better together. Founded in 2019, Lockstep eliminates cash traps and leaks created from manual synchronization of books between B2B trading partners. Lockstep's connected accounting cloud empowers trusted, compliant accounting relationships between businesses of all sizes. High-performance companies large and small run their collections on Lockstep Collect. Helping our customers process more than one million invoices per month across more than 4 million entities, Lockstep integrates over 40 ERP and accounting solutions into our connected accounting cloud. Our customers see an average 20x ROI by investing in collections automation improving cash flow by 31% or more. For more information please visit: www.lockstep.io. ## Sage AR Automation Reviews ### 1. User Friendly Collections System **Rating:** 5.0/5.0 stars **Reviewed by:** Julie P. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **What do you like best about Sage AR Automation?** The thing I like most about Lockstep is the people. Everyone I have worked with so far has been very friendly and attentive, and my issues and questions have been addressed promptly. Lockstep has excellent customer service. The feature I like the most is the automated reminder notices, which allows our collectors to make phone calls instead of sending emails. Phone calls are an opportunity to develop relationships with our customers. In turn, our customers are more likely to pay our company over other vendors because they value the business relationship. The Lockstep platform allows the admin to create rules to generate activities. It is very user-friendly from an admin and a credit user perspective. **What do you dislike about Sage AR Automation?** We dislike having to use a third-party merchant vendor for our credit card and ACH Payments. We want to switch merchant vendors, but the options are limited. Finding a merchant vendor to meet all of our business needs has been difficult. **What problems is Sage AR Automation solving and how is that benefiting you?** Lockstep has acknowledged our need for more options for merchant vendors, and they are developing a solution. I have realized that one of the benefits of doing business with Lockstep is that they listen to their clients and work diligently to provide solutions that work for us. **Official Response from Melissa Hendrick:** > Wow Julie, what an awesome review, thank you so very much! We are so glad that you love our Lockstep team members. It’s once of the many things we are most proud of and our commitment to create a wonderful customer experience for our clients. I understand your thoughts on using 3rd party payment providers and it is something we are looking into longer term. Thanks for being an amazing Lockstep client! ### 2. Lockstep Collect AR Automation Tools and Business Solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2021 **What do you like best about Sage AR Automation?** I like the automated reminders set up to help make contact with all open accounts that you may not have time in your day to address! I also like the reporting aspects and customized reporting you can pull with this application! **What do you dislike about Sage AR Automation?** I dislike unpaying customers but know there is a reason they are not paying their balance. These collection tools help to develop reason codes and visibility to collections issues!!! I have no dislike of Lockstep or their support! **What problems is Sage AR Automation solving and how is that benefiting you?** My DSO has greatly decreased after implementing automated dunning letters and statement reminders. We are looking into the payment automation features through their customer portal implementation ### 3. Has helped in our collections process immensely! **Rating:** 4.5/5.0 stars **Reviewed by:** Desmond E. | Staff Accountant/Accounts Receivable, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Sage AR Automation?** Help me to organize and prioritize accounts. Where before I kept all my records in excel with formulas to track what I had done, now Lockstep Collect does a lot of the heavy lifting for me. I noticed a huge difference in me ability to stay on top of accounts with the automatic reminders, which prompts me to call or e-mail those particular clients. **What do you dislike about Sage AR Automation?** The email feature needs work, it's a little archaic. However, Lockstep has been nothing but helpful with addressing any issues. **Recommendations to others considering Sage AR Automation:** If you and your team are having any issues keeping up with your receivables I would recommend Lockstep Collect as superior accounts receivable solution. **What problems is Sage AR Automation solving and how is that benefiting you?** Takes care of the small menial tasks for me, so I can concentrate on those tough accounts. Days Sales Outstanding has dropped significantly since implementing Lockstep Collect. My initial process for collections was ‘archaic’. I used Excel to create AR aging reports and keep notes of which clients I contacted. This often-left room for error or missed accounts. Things would get pushed down the list or entirely ignored because they either didn’t owe as much as others or they just got lost along the way. With Lockstep Collect a lot of this is taken care of automatically. ### 4. A/R automation for better cash flow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Sage AR Automation?** The ability to send invoices and reminders on time, and to verify that it has happened. We don't have any issues where a client doesn't pay simply because they haven't received the invoice. The administration of the system is also quite easy, and if any issues do arise, Lockstep support is always very responsive and quick to help. **What do you dislike about Sage AR Automation?** The client portal is very useful, but there is some confusion over which browsers are supported. **Recommendations to others considering Sage AR Automation:** I highly recommend Lockstep. We made the decision to automate with Lockstep a couple of years ago and have been very happy with the decision, especially considering all the disruption the world has experienced in 2020. **What problems is Sage AR Automation solving and how is that benefiting you?** We are able to centralize the distribution of invoices and periodic reminders. This has reduced A/R aging, improved cash flow, saved admin and manger time on following up on unpaid invoices, and increased visibility into true credit risks. We are able to focus our efforts on adding value for our clients. ### 5. Overall good experience. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2021 **What do you like best about Sage AR Automation?** Automated invoice and statement email. Portal for customers to see their invoices. **What do you dislike about Sage AR Automation?** Not being compatible with Safari has been a big issue with our customers. **What problems is Sage AR Automation solving and how is that benefiting you?** We are seeing faster turn around on payments. Not having to rely on the mail has been a big benefit. **Official Response from Melissa Hendrick:** > Thank you so very much for taking a few valuable minutes out of your day to share your thoughts about your company’s experience with Lockstep’s award-winning AP automation solution. Hearing from one of our valuable customers is one of our favorite things. I am sorry you are experiencing compatibility issues with Safari. I will reach out to support to make sure they are aware and/or have an update. And yes, lots of our customers are enjoying get paid faster via our electronic payment feature. Thanks for being a valuable client of Lockstep! ### 6. Awesome product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Sage AR Automation?** Automatic communications with customers about outstanding balances. **What do you dislike about Sage AR Automation?** There are too many steps to complete one action -- the navigation is a little clunky. **What problems is Sage AR Automation solving and how is that benefiting you?** My team does not have to spend as much time reviewing our open aging and emailing customers individually. This is down automatically, so this is a huge time saver. ### 7. Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2021 **What do you like best about Sage AR Automation?** Lockstep has automated our AR and allowed us to go from 99 days DSO to a DSO of less than 60 in less than a year. **What do you dislike about Sage AR Automation?** Right now it is super easy to accept credit cards through the portal, would like for ACH to be just as seamless. **What problems is Sage AR Automation solving and how is that benefiting you?** Lockstep has unlocked cash for us and allowed us to focus on running our business rather than on cash flow. ### 8. Fantastic time saving tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Jori R. | Accounts Receivable Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Sage AR Automation?** Anytime collect's email automation is my absolute favorite feature. It has significantly helped streamline our collections process and reduced the average number of accounts past due. The software also maintains a well-organized history for each customer account including any collection attempts, past payments, special notes, and responses from customers. Version 4 was just released and I am loving the new sidebar menu that provides simple and efficient navigation to many of the software’s features. **What do you dislike about Sage AR Automation?** There is really nothing notable that I dislike. When issues do occur, ATC's customer service makes resolving it a top priority. They have a support chat available during regular business hours, that makes the entire process effortless. **Recommendations to others considering Sage AR Automation:** Setting up your automated emails is key to getting the most out of this software. The customer service staff is fantastic, so be sure to reach out to them anytime you need assistance. **What problems is Sage AR Automation solving and how is that benefiting you?** Anytime Collect has significantly cut down on the time that I need to spend on collection activities. Its automation is a huge time-saver and I would be lost without their organizational tools. I would highly recommend it to any business looking to reduce their past due accounts. ### 9. Effective Collections Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Abraham T. | Youth Minister / A/V Technician, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2018 **What do you like best about Sage AR Automation?** The ability to manage and customize collection efforts in a clear and organized way. Providing customers a way that they can view their account details, get pdf invoice copies and even make payments without contacting us directly has freed up the time spent on collections efforts. One of the newest features is an optional sidebar which can make maneuvering thru the menus easier and even provides a quick history of accounts viewed. Another new feature gives the customer options on how they want to export a given report. We are excited to hear there are future plans to hopefully make the customer portal a bit more self-serving so less efforts need to be made by the individual collectors. **What do you dislike about Sage AR Automation?** For the customer a few types of transactions are not intuitive such as paying in advance or taking advantage of a credit on their account so you may need to help them understand how the system works. For a few of our customers this has been a topic where they have expressed they would prefer to not use the customer portal. Just a preference but in the newest version the pdf icon used seems to be a little less noticeable than previous versions (ex. lack of colors used). **Recommendations to others considering Sage AR Automation:** If you are looking to make the switch from manual collections efforts to systematic efforts this software is a must have. Be prepared for the initial setup to be a bit of a learning curve, but don't let that be a deterrent. After the initial setup it's not long before you see significant results due to the software's efforts. **What problems is Sage AR Automation solving and how is that benefiting you?** Since making the switch to Anytime Collect: - We have significantly improved our DSO. - The quantity of issues that are significantly past due has greatly decreased, so we are better suited to devote our time to areas that have been neglected previously. - We utilize the ability for multiple users to see notes made on previous issues and the resulting efforts that have been made. ### 10. Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Michele W. | Accountant, Biotechnology, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2019 **What do you like best about Sage AR Automation?** All your customers credit is so easily visible. The collection feature for contacting customers is so intuitive. You can send an email to a customer and attach a statement, invoice within seconds. Using the follow up feature is a huge plus and you'll never miss making the very important collection follow ups. **What do you dislike about Sage AR Automation?** The only thing I don't care for is the issue set up process for any mail that goes into your unfiled mailbox. I would love to be able to create an issue from the email and be able to change the description of the issue. **What problems is Sage AR Automation solving and how is that benefiting you?** Benefits are absolutely being that you will see how easily it is to handle collections and credit for all your customers in one place. We have seen a significant decrease in our aging due to the intuitiveness of Anytime collect. ## Sage AR Automation Discussions - [What does Lockstep do?](https://www.g2.com/discussions/what-does-lockstep-do) - [What is Yay pay?](https://www.g2.com/discussions/what-is-yay-pay) - [What is lockstep collect?](https://www.g2.com/discussions/what-is-lockstep-collect) - [What is Lockstep software?](https://www.g2.com/discussions/what-is-lockstep-software) - [View Sage AR Automation pricing details and edition comparison](https://www.g2.com/products/sage-ar-automation/reviews/sage-ar-automation-review-297402?section=pricing&secure%5Bexpires_at%5D=2026-05-25+13%3A16%3A57+-0500&secure%5Bsession_id%5D=582aebe6-ffcb-43e3-8ab1-45d8be7d2d4e&secure%5Btoken%5D=02464bdd46ce42d50fa21e4fb885f275b40480c6388aa213cd6a61a106b34de7&format=llm_user) ## Sage AR Automation Features **Customer Credit** - Credit Limits - Credit History - Credit Limits Adjustment - Integration with Credit Rating Agencies - Credit Limit Suspension **Reporting** - Status - Customer Credit - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Matching** - Incomplete Payments - Match Invoices and Payments - Errors and Adjustments - Cash Application **Integrations** - Accounting - ERP - CPM **Collections** - Late Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles **Transactions** - Credits - Invoices - Payments **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence - Compliance Control **Workflows** - Approvals - Reconciliation **Self Service** - Customer Portal - Financial Documents **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Agentic AI - Credit and Collections** - Autonomous Task Execution - Multi-step Planning - Adaptive Learning **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics ## Top Sage AR Automation Alternatives - [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) - 4.4/5.0 (135 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (395 reviews) - [Gaviti](https://www.g2.com/products/gaviti/reviews) - 4.4/5.0 (190 reviews)