AI-backed check matching
Lockbox Connect uses artificial intelligence to automatically match incoming checks with your invoices and customer accounts.
Expert
Lockbox Processing
Your check deposits,
Your check deposits,
fully automated.
Lockbox Connect matches incoming checks with your accounts so that you always have up-to-date, accurate information about your invoices.
What
we do
We work with a variety of lockboxes
Reconciling checks made easy.
1
Upload lockbox data
Upload your bank's remittance report to Lockbox Connect
2
Relax while we match
Lockbox Connect pairs deposits to your invoices and automatically updates your records
3
Review exceptions
Reconcile checks we couldn't match. Lockbox Connect learns from your corrections, reducing your future work.
How
it works
We only do lockbox processing
Generic payment processors bolt lockbox services on as an afterthought. Our singular focus means we handle every edge case of remittance processing, so your team doesn't have to.
Customizable lockbox uploads
We work with a variety of data from lockbox providers. We offer customizable mappings to match your lockbox data with your accounting software.
Support for your accounting platform
Whether you're using Stripe, QuickBooks, or something else entirely, we can work with your existing accounting process.
Pain-free exception review
Review and reconcile exceptions in our user-friendly interface. We learn as you go with artificial intelligence, improving our match rates with each batch.
Who
we serve
You've got checks, we've got answers
Whether you're a non-profit, small business, or large enterprise, Lockbox Connect makes processing your paper and digital checks straightforward.
Growing businesses
We understand what it takes to build your business and how important it is for you to update invoices quickly and accurately. Lockbox Connect frees your time up so you can focus on your customers.
Non-profits
Manually matching donations with donor records takes time and energy. It's a great problem to have, but it takes away from important work you could be doing. Let us do the paperwork, you do the real work.
Property management
It's the first of the month again, and all of the rent checks need your attention. Lockbox Connect can match large batches to your records, meaning your day just got a lot easier.
Got
questions?
Common questions
Switching workflows is a big deal! Here are the answers to questions you may have.
What if we're under a tight deadline doing something else?
Lockbox Connect is built for fast onboarding. Most customers are up and running within a week. Our team handles the configuration so your staff can stay focused on their current work.
What if the organization is hesitant to change our current process?
We understand that introducing new software takes buy-in. Lockbox Connect layers on top of your existing accounting workflow without replacing it. There's nothing to unlearn, and your team can pilot it alongside your current process before fully committing.
What if our lockbox format is non-standard?
We'll figure it out for you. If you can share your bank's remittance report format, we can almost certainly work with it, too. Let's talk!
What if we only process a small number of checks?
If you're doing lockbox processing manually right now, we can save you meaningful time and reduce errors at any volume.
What if we have a lot of exceptions to review?
Exceptions are expected! That's why we built a dedicated review interface for them. More importantly, Lockbox Connect learns from each correction you make, so your exception rate drops over time.
What if our accounting software isn't Stripe?
We support a variety of accounting platforms and can discuss custom integrations. Reach out and we'll let you know if we can accommodate your setup.