Platform Connectors

How customers connect their enterprise to the Lockstep Platform

The Lockstep Platform API provides a "middle ground" where developers can interact with financial applications of many different sizes and capabilities.

To enable these integrations, Lockstep provides Connectors. Connectors are a type of app that links a customer's enterprise information systems to the Lockstep Platform. Lockstep publishes and maintains dozens of connectors. When these accounting systems change over time, Lockstep will maintain and update these connector technologies so you'll always have access to the latest data and functionality.

Connectors

Lockstep provides connectors for a variety of SaaS (Software-as-a-Service) financial systems. Depending on the configuration of each system, we may offer fully online onboarding that is as simple as accepting an OAuth access grant page. For other enterprise systems, more complex configuration may be required. For information on any connectors in our roadmap that are essential for your team, to inquire about connector features, or to make a request, please contact us.

Lockstep provides connectors in two major varieties: fully online and managed. A fully online connector can be provisioned, edited, and managed online within Lockstep Insights. Managed connectors make use of assistance from Lockstep implementation consultants to configure custom financial integration processes and logic.

Connector

Onboarding

Quickbooks Online

Online

Xero

Online

Netsuite

Managed

Intacct

Managed

Epicor E10 Kinetic (SaaS)

Managed

Acumatica

Managed

Epicor Eclipse

Managed

Epicor P21 (SaaS)

Managed

SysPro

Managed

Odoo

Managed

Chargebee

Managed

Sage Business Cloud

Managed

Sage 100

Managed

Sage 300 Cloud

Managed

Dynamics 365 BC

Managed

Dynamics GP

Managed

Dynamics AX

Managed

On Premise Connectors

Many businesses with complex accounting traditions use financial software that is installed into their own data center and runs on their own servers, either physical or virtual. This happens for many reasons: some customers may have legal obligations that prevent them from storing specific data in a cloud-based financial system, or may have a custom developed solution that is applicable to their unique business.

For more information on On-Premise connectors, or to develop a solution for your vertical market, please contact us.

Financial System

Onboarding

OneDrive Snapshot

Online file exchange via Microsoft OneDrive

Quickbooks Desktop

Local Application

Epicor E10 (on-premise)

Local Application

Sage 500 (MAS 500)

Local Application

SAP

Integrated Software

Direct SQL Import

Local Application


Did this page help you?