Case Study: EST Associates achieves digital transformation and 148% increased cash flow with Sage Network (Lockstep)

EST Associates Achieves Digital Transformation and Increased Cash Flow After Implementing Lockstep

EST Associates, a Needham, MA environmental services firm, faced collection difficulties and poor visibility because accounts receivable were tracked in Excel and invoices were mailed by hand — only about 27% of customers received invoices electronically. To eliminate paper-based bottlenecks and create a straight‑thru process, EST turned to Sage Network and implemented the Lockstep platform, integrating it with their Sage Intacct general ledger.

Sage Network’s Lockstep automated invoice delivery, generated statements and reminders, provided secure password‑free payment/dispute links, and created an audit trail tied to Intacct. The change delivered a straight‑thru AR workflow: electronic self-service uptake rose from 27% to 80%, manual processes were cut by 73%, and cash flow increased 148%, enabling faster collections and better credit visibility.

EST Associates

Kathy Panaro

Controller