---
title: Sage AR Automation Reviews
meta_title: 'Sage AR Automation Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 36 reviews by the users' company size, role or industry to
  find out how Sage AR Automation works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 36
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# 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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-08+22%3A32%3A34+-0500&secure%5Bsession_id%5D=73191d72-863b-45da-b652-33de797a7be5&secure%5Btoken%5D=02d1006824d3b756f702c55b570c733b21972d0f57fdc5e43c3fca4d082d1e5e&format=llm_user)

## Sage AR Automation Features
**Customer Credit**
- Credit Limits
- Credit History
- Credit Limits Adjustment
- Integration with Credit Rating Agencies
- Credit Limit Suspension
- Collection Agencies
- Accounting Integration
- Third-Party Integrations

**Reporting**
- Status
- Customer Credit
- History
- Sales Tax Management
- Activity Dashboard
- Customer Statements

**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**
- Partial Payments
- Disputed Transactions
- Personalized Customer Messaging
- Customer Profiles
- Electronic Payments

**Transactions**
- Credits
- Invoices
- Partial Payments

**Analytics**
- At Risk Customers
- Esimated vs Actual Receipts
- Collections Effectiveness
- Scaleability
- Artificial Intelligence
- Compliance Control
- Payment Collection
- In-House Collections

**Workflows**
- Approvals
- Bank 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

**Additional Functionality**
- Reporting & Statistics
- Customizable Reports
- Generative AI
- Expense Tracking
- Data Import/Export
- Real-Time Data
- User Management
- ACH Payment Processing
- Invoice Processing
- Billing & Invoicing
- Alerts/Notifications
- AI Copilot
- Contact Database
- Aging Tracking
- Purchase Order Management
- Audit Trail
- Discount Management
- General Ledger
- Document Management
- Receivables Ledger
- Recurring/Subscription Billing
- Multi-Currency
- Workflow Management
- Credit Card Processing
- Task Management
- Customizable Templates
- Forecasting
- Cash Flow Management
- Self Service Portal
- Reminders
- Check Processing
- Receipt Management
- Overpayment Processing
- Financial Management
- Third-Party Integrations
- Payment Collection
- Approval Process Control
- API
- Profit/Loss Statement

**Additional Functionality**
- Real-Time Updates
- Compliance Management
- Activity Dashboard
- Auto-Dialer
- Credit Card Processing
- Payment Plans
- Automated Scheduling
- API
- Workflow Management
- Activity Tracking
- Multi-Currency
- Multiple Payment Options
- Callback Scheduling
- Generative AI
- Business Process Automation
- Email Templates
- Historical Reporting
- Multi-Channel Communication
- Data Import/Export
- Invoice Management
- Reporting & Statistics
- Transaction Management
- Multiple User Accounts
- Risk Assessment
- Customizable Templates
- AI Copilot
- Alerts/Notifications
- Client Management
- Contact Management
- Automated Notices
- Call Recording
- User Management
- Real-Time Analytics
- Credit Reporting
- Search/Filter
- Commission Management
- Borrower Management
- Template Management
- Customizable Reports
- Monitoring
- Reminders
- Real-Time Reporting

## Top Sage AR Automation Alternatives
  - [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) - 4.4/5.0 (154 reviews)
  - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (398 reviews)
  - [Gaviti](https://www.g2.com/products/gaviti/reviews) - 4.4/5.0 (190 reviews)