List of Sage Lockstep Customers
Sage
C23-5 & 6 Cobalt Park Way Cobalt Business Park,
Newcastle Upon Tyne, NE28 9EJ,
United Kingdom
Newcastle Upon Tyne, NE28 9EJ,
United Kingdom
44 19 1479-5955
Professional Services
11094
$3.3B
Since 2010, our global team of researchers has been studying Sage Lockstep customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Sage Lockstep for AR Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Sage Lockstep for AR Automation include: AmSpec, a United States based Oil, Gas and Chemicals organisation with 2000 employees and revenues of $300.0 million, Pattison Sign Group, a Canada based Manufacturing organisation with 800 employees and revenues of $230.0 million, Dude Solutions, a United States based Professional Services organisation with 650 employees and revenues of $172.0 million, Avenu Insights & Analytics, a United States based Professional Services organisation with 600 employees and revenues of $155.0 million, Brennan IT, a Australia based Professional Services organisation with 1000 employees and revenues of $100.0 million and many others.
Contact us if you need a completed and verified list of companies using Sage Lockstep, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Sage Lockstep customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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AmSpec | Oil, Gas and Chemicals | 2000 | $300M | United States | Sage | Sage Lockstep | AR Automation | 2020 | n/a |
In 2020, AmSpec implemented Sage Lockstep as its AR Automation platform to address chronic contact management gaps that undermined collections workflows. The implementation targeted Accounts Receivable operations after a previous homegrown approach allowed inconsistent contact creation and frequent entry of buyers and schedulers instead of authorized AP contacts.
The deployment centered on Lockstep Collect for contact ingestion and outreach automation, with configuration to pull AP contact information directly from the company ERP, Sage X3. Lockstep Collect was also configured to send targeted email notes to schedulers and buyers requesting correct AP contact information, aligning contact data capture with collections messaging.
Integration with Sage X3 established a single source for payable contact records, and operational coverage included AR and collections teams, field staff who previously entered contact records, and external buyer and scheduler roles. The implementation focused on standardizing contact governance and routing so that open statements and billing communications reached authorized AP personnel rather than procurement or scheduling contacts.
Governance changes and automated outreach improved data quality, increasing correct AP contacts from 20% to 75%. Once accurate contacts began receiving open statements, AmSpec reported collections behavior change, including a 12.5% decrease in DSO and an increase of 10.1 million dollars in working capital, outcomes attributed directly to Sage Lockstep and the AR Automation configuration.
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Avenu Insights & Analytics | Professional Services | 600 | $155M | United States | Sage | Sage Lockstep | AR Automation | 2021 | n/a |
In 2021, Avenu Insights & Analytics deployed Sage Lockstep for AR Automation to replace manual, Excel-based account tracking and to reduce time spent updating notes. The project was driven by the finance organization, with CFO Mike Melka identifying a need to track thousands of accounts and to automate invoice communications and collections workflows that were previously handled in spreadsheets.
The implementation configured Sage Lockstep to manage the end-to-end invoice to cash lifecycle, with functional emphasis on AR communications, collections automation, and configurable invoicing workflows. Sage Lockstep was positioned to provide a customizable experience for midmarket needs, enabling finance to tailor routing, dispute handling, and collections cadence without heavy engineering changes.
Selection and integration used the Sage Intacct Marketplace as the procurement channel, and the deployment included real time integration with the G/L and customer payment portals to centralize transactional posting and payment status. Operational coverage focused on the corporate finance and accounts receivable teams, scaling to thousands of customer accounts and supporting midmarket AR operational patterns.
Governance changes centered on standardizing communications templates, instituting automated collections workflows, and moving note capture and case management out of spreadsheets into system workflows. The outcome described by the CFO is the ability to manage the full invoice to cash process within Sage Lockstep and to retain flexibility to customize invoicing and collections workflows as business needs evolve.
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Brennan IT | Professional Services | 1000 | $100M | Australia | Sage | Sage Lockstep | AR Automation | 2019 | n/a |
In 2019, Brennan IT implemented Sage Lockstep as its AR Automation solution, building on an initial adoption of Lockstep Collect in 2017. The implementation targeted the accounts receivable and collections function within the companys professional services operations in Australia, with the stated objective of automating manual spreadsheet work and task assignment to avoid adding headcount.
Brennan IT deployed Lockstep Collect capabilities to centralize collections workflows, automate payment reminders, and assign collector tasks through a shared collections workspace. Configuration emphasized role-based task assignment and a single source of truth for account status, enabling collectors to see assigned accounts and daily tasks, and to log account notes directly into the system rather than maintaining separate spreadsheets.
Operational scope covered the AR department and customer-facing collections activities, with process changes to shift collectors from manual reconciliation to prioritized outreach and relationship management. Notes capture and centralized task lists were implemented to comply with Australian privacy requirements and to eliminate duplicate data entry, preserving auditability for account interactions.
Governance was restructured around the new system, with collectors required to record account notes directly in Lockstep Collect and supervisors using the centralized task queue to manage workload. Outcomes reported by Brennan IT include an annual time savings of 1,900 hours, a 22 percent reduction in days sales outstanding, and an additional 1.8 million dollars in cash collected, while growth did not necessitate proportional headcount increases.
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Dude Solutions | Professional Services | 650 | $172M | United States | Sage | Sage Lockstep | AR Automation | 2018 | n/a |
In 2018, Dude Solutions implemented Sage Lockstep to centralize and automate accounts receivable processes. The deployment positioned Sage Lockstep as the company AR Automation platform supporting the finance organization and accounts receivable, billing, and collections teams across its United States operations.
The Sage Lockstep implementation focused on core AR Automation capabilities including invoice presentment, automated collections workflows, cash application and payment matching, dispute management, and aging analysis. Configuration work emphasized rules based dunning sequences, automated cash posting, and payment portal connectivity to streamline the end to end accounts receivable lifecycle.
Integrations were implemented with Salesforce for customer master and case handoffs, Intacct for general ledger synchronization, AnytimeCollect to augment collections orchestration, and payment processors Paytrace and Solupay for electronic payment acceptance. These integrations created directional data flows for customer records, invoices, payments, and disputes between Sage Lockstep and upstream CRM, ERP, and payment systems.
Governance and rollout followed a phased approach with a pilot concentrating on high volume customer segments before expanding to the full finance organization, and with formalized AR policies and role based access controls for collectors and billing staff. Process changes codified dispute escalation, reconciliation and cash application workflows to align operational ownership with the Sage Lockstep AR Automation functionality.
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EST Associates | Professional Services | 50 | $5M | United States | Sage | Sage Lockstep | AR Automation | 2019 | n/a |
In 2019, EST Associates implemented Sage Lockstep for AR Automation, adding the Lockstep Collect module to its financial tech stack to centralize accounts receivable and collections. The implementation responded to a predominantly manual AR environment where aging, notes and payment tracking were maintained in Excel spreadsheets and invoices were printed, mailed and tracked by hand, with only about 27 percent of customers receiving invoices electronically. Controller Kathy Panaro drove the initiative to replace paper based touchpoints with a straight-thru process covering invoice generation through collection.
Lockstep Collect was configured to automate core AR workflows typical of AR Automation, including electronic invoice delivery, automated aging and status tracking, centralized notes and customer communication orchestration for collection workflows. The deployment emphasized replacing manual mailing and spreadsheet reconciliations with system based recordkeeping and workflow automation, aligning invoice to cash activities within a single application layer.
Operational ownership rested with the controller and the accounts receivable function, and the rollout focused on consolidating AR data into Sage Lockstep as the primary source of truth for receivables. Governance changes included standardizing communications templates and centralizing workflow ownership to enforce the straight thru process principles from billing to collection, while the application was integrated into EST Associates financial tech stack to eliminate paper based handoffs and manual tracking.
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Distribution | 300 | $30M | United States | Sage | Sage Lockstep | AR Automation | 2018 | n/a |
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Manufacturing | 800 | $230M | Canada | Sage | Sage Lockstep | AR Automation | 2019 | n/a |
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Manufacturing | 250 | $35M | United States | Sage | Sage Lockstep | AR Automation | 2018 | n/a |
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Buyer Intent: Companies Evaluating Sage Lockstep
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Sage Lockstep Coverage
Sage Lockstep is a AR Automation solution from Sage.
Companies worldwide use Sage Lockstep, from small firms to large enterprises across 21+ industries.
Organizations such as AmSpec, Pattison Sign Group, Dude Solutions, Avenu Insights & Analytics and Brennan IT are recorded users of
Sage Lockstep for AR Automation.
Companies using Sage Lockstep are most concentrated in Oil, Gas and Chemicals, Manufacturing and Professional Services, with adoption spanning over 21 industries.
Companies using Sage Lockstep are most concentrated in United States, Canada and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Sage Lockstep across Americas, EMEA, and APAC.
Companies using Sage Lockstep range from small businesses with 0-100 employees - 12.5%, to mid-sized firms with 101-1,000 employees - 75%, large organizations with 1,001-10,000 employees - 12.5%, and global enterprises with 10,000+ employees - 0%.
Customers of Sage Lockstep include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Sage Lockstep customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of AR Automation.