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.


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.

Quickbooks OnlineOnline
Sage IntacctOnline

Enterprise Connectors

Lockstep also offers enterprise connectors through our customer success team. We provide custom integration services for customers using these products.

Oracle NetsuiteManaged
Epicor E10 Kinetic (SaaS)Managed
Epicor EclipseManaged
Epicor P21 (SaaS)Managed
Sage Business CloudManaged
Sage 100Managed
Sage 300 CloudManaged
Microsoft Dynamics 365 Finance and OperationsManaged
Microsoft Dynamics GPManaged

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 SystemOnboarding
OneDrive SnapshotOnline file exchange via Microsoft OneDrive
Quickbooks DesktopLocal Application
Epicor E10 (on-premise)Local Application
Sage 500 (MAS 500)Local Application
SAPIntegrated Software
Direct SQL ImportLocal Application

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