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 Inbox. 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 |
Sage Intacct | Online |
FreshBooks | Online |
Enterprise Connectors
Lockstep also offers enterprise connectors through our customer success team. We provide custom integration services for customers using these products.
Connector | Onboarding |
---|---|
Oracle Netsuite | 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 |
Microsoft Dynamics 365 Finance and Operations | Managed |
Microsoft Dynamics GP | 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 |
Updated 6 months ago