Lockstep
AR and AP automation for any accounting software.
AR and AP automation for any accounting software.
Published Sep 26, 2026
In the sources reviewed, no definitive public roadmap with dates was located for lockstep.io / Sage Network AR Automation.
A notable limitation for enterprise buyers is the lack (in the sources reviewed) of a single public, authoritative trust page documenting:
This absence does not imply inadequate security controls; rather, buyers should plan for a security due diligence process and obtain documentation directly from the vendor.
Based on recurring criticisms:
Critical evaluation:
User reviews include outcome-style comments describing improvements such as reduced days outstanding.
Critical evaluation:
Indicative ICP based on positioning and typical AR automation economics:
Decision makers:
End users:
Get a comprehensive analysis of Lockstep including market position, competitive landscape, adoption trends, and peer benchmarks.
Download full report →Lockstep appears on G2 under Sage-branded AR automation. It is well rated on G2, with a moderate review volume.
Positive themes seen in G2 excerpts:
Negative themes seen in G2 excerpts:
Example quotes (G2):
Capterra lists the product under Sage Network and it is well rated on Capterra.
Common positives in Capterra excerpts:
Common criticisms in Capterra excerpts:
Example quotes (Capterra excerpts):
There were no clearly attributable, high-signal Reddit or Hacker News threads specifically about the AR automation product quality, outages, pricing, or implementation experience in the materials reviewed.
Interpretation: lack of public community chatter can indicate any of the following: (a) lower developer/community footprint compared with some competitors, (b) discussions occur in private finance/controller groups, or (c) branding changes make it harder to surface consistent conversations.
Lockstep provides accounts receivable (AR) automation and connected accounting capabilities that centralize invoice-to-cash workflows: automated customer communications, collections activity management, customer self-service portals, payments, cash application support, forecasting/reporting, and integrations with a variety of ERPs and accounting systems. Sage later acquired Lockstep and the Lockstep-developed solutions have been integrated into Sage Network (rebranded components are now part of Sage’s broader suite).
There is a separate product using the same name focused on SOC/audit operations and audit readiness with an AI guidance engine. That appears to be a distinct company/product from the Lockstep offering in Sage Network; evaluators should treat them as separate products.
Primary historical positioning:
Post-acquisition reality: