Rigid finance AI tools
Template-first products may satisfy a checklist, but they force your process into somebody else’s template.
Loopfour turns the processes your team runs every month into governed, auditable automation.
Build your first workflowThe finance AI problem
Your board wants AI in finance, and your auditors want it to hold up. But finance does not run on “probably.” An LLM that invents a number, silently cuts a corner, or cannot show its work is not an efficiency gain. It is a liability you have to sign your name to at close.
There is a fourth option: automation you can defend, with a full evidence trail under every action.
Template-first products may satisfy a checklist, but they force your process into somebody else’s template.
Something a sharp operator vibe-codes can work, until it drifts, breaks, or leaves with the person who built it. Then nobody can show how a number was produced.
Your control environment stays exactly as thin as it is today, while your team keeps burning days on report pulls, reconciliations, and copy-paste between systems.
What Loopfour is
Loopfour automates AR, close, and revenue recognition as deterministic, auditable code, not black-box AI, on top of the tools you already use.
Every workflow runs a fixed, versioned set of steps. Any change to a live workflow creates a new version, and every version is retained.
AI can read a contract or classify a document, but confidence thresholds and human fallback keep it from deciding what your finance system does.
Every action, approval, exception, and system write is logged so finance leaders and auditors can inspect the run instead of trusting a black box.
What you can automate
Each one runs as deterministic code on the systems you already use, with approvals where you want them and an audit trail underneath all of it.
Automated invoicing, dunning, and cash application across the order-to-cash cycle. Every reminder sent and every payment matched is logged against the invoice.
Accounts receivable automationCapture the invoice, run the match against the PO and receipt, route approvals to the person who owns the spend, and keep the evidence attached to the payment.
See AP workflowsASC 606 schedules derived from the contract, deferred revenue tracked as it releases, and the same journal entries booked the same way every period.
Revenue recognition automationDeterministic matching across your bank, ERP, and payment rails. Exceptions route to a person with the context attached instead of landing in a spreadsheet.
Account reconciliation automationReconciliations, journal entries, and close checklists that run on schedule, with the audit evidence captured as the work happens rather than reassembled afterward.
Month-end close automationWhy deterministic matters
We use AI where it belongs, such as interpreting a document, but never to decide what your finance system does.
For public companies, AS 2201, an audit of internal control over financial reporting (opens in a new tab) sets out how an audit of internal control over financial reporting is performed.
Decide what to do at runtime and can hallucinate a step or tool.
Runs predefined, programmatic steps with no surprise actions.
Drift or cut corners after enough runs.
Runs a fixed, versioned set of steps. Every change creates a new version.
Hide their reasoning inside the model.
Surfaces every step in an execution tree and audit trail.
Ask you to trust that the right thing happened.
Leaves you with proof that the right thing happened.
Proof & results
A public company on Workday runs Loopfour with SOC 1 evidence captured on every workflow run. Loopfour completed a SOC 2 Type II examination covering February 1, 2025 to January 31, 2026, performed by Percilchofe CPA LLC. The examination covered the Security, Availability and Confidentiality trust services criteria for the Loopfour and JustPaid products. Loopfour completed a SOC 1 Type I examination of the Loopfour platform as of June 15, 2026, performed by Assurion Services LLC. The examination covered the design of controls relevant to customers' internal control over financial reporting.


A $75M ad company moved a billing process that touched 25 people over six days into an 18-minute workflow where only exceptions reach a human.
Before: calendar time from first report pull to last invoice posted in one monthly billing cycle, as reported by the customer's finance lead, with 25 people involved. After: median run time of the Loopfour workflow from trigger to final post in one billing cycle about 30 days after go-live, exceptions excluded. Six days is elapsed calendar time, not labor hours. Exception handling is additional.


An approximately $85M legal marketplace automated billing from a homegrown system with no API through secure browser automation.


Integrations & workflow engine
Connect Workday, NetSuite, Sage Intacct, QuickBooks, Rillet, Salesforce, HubSpot, Stripe, Slack, Microsoft Teams, Box, Dropbox, DocuSign, Ironclad, Google Sheets, Excel, and the internal systems around them.




You stay in control
Loopfour sits between the systems you already trust and turns repeatable finance work into governed workflows that you and your auditors can inspect.
Permissions, approvals, impact analysis, and a full audit trail: see how governance works.
A SOC 2 report is the result of an examination performed under AICPA attestation standards (opens in a new tab), and the AICPA publishes an overview of the SOC suite (opens in a new tab).
Keep the ERP, CRM, payment processor, document tools, and approval process your team already uses.
Workflows live in a managed platform with version history, not in one analyst’s local script or private prompt chain.
When an upstream tool changes or repeated exceptions show a rule needs to change, Loopfour handles the update with your approval.
No workflow goes live without the approvals your controls require, and exceptions wait for the right owner before anything posts.
In 45 minutes, walk through billing, cash application, reconciliation, or whichever process carries the most close and audit risk. You leave with a scoped plan for how Loopfour would run it on your stack with deterministic controls and audit-ready evidence.
Bring the workflow with the most exposure.
Custom implementation and maintenance on your stack.
Deterministic runs, exception gates, and retained evidence.
Deterministic finance automation
A screen-share or Loom is enough. Our finance engineers deploy against your existing stack, including tools with no API, then maintain the workflow as your systems change.
Walk us through the month-end pull, credit-memo back-and-forth, AR inbox, or any other process you sign off on at close. You do not build anything.
Loopfour turns the walkthrough into deterministic workflow code with triggers, extraction, validation, exception routes, and sync steps.
Approve a dry run, watch it in observability mode, then let it run on events while exceptions wait for human approval.
Finance workflows
These are starting templates. Every one is customized to how your company actually works.
Detect a signed contract, extract billing terms, match CRM data, send the invoice, and book revenue with every action logged.
Book a demoBilling workflow generated from approved contract terms


One finance portal
Your automations are scattered across AI tools, scripts, and spreadsheets. Loopfour unifies finance workflows into one governed portal with live triggers, controls, and audit-ready exception handling.


DETERMINISTIC AUTOMATION
Not a chatbot. A controlled workflow engine for finance operations that follows configured rules, catches exceptions, and keeps every action reviewable.
Case study
“What used to take a 3-person team full days is now fully automated. Discrepancies get caught before posting, not at month-end.”
— Finance Team
Read the case study
Entertainment & Media900+
workflow runs in a single day
Completed workflow runs in Loopfour's run log for Everyset during one peak production day (24 hours UTC) in late July 2026. Typical active days run in the hundreds.
0
manual data entry required
Since the first full month after go-live, no Everyset finance user re-keys invoice line items into QuickBooks Online. Customer, invoice and journal entry records are written by the workflow. People review the exceptions the workflow flags and approve each daily batch before it posts.
FAQ
No. Loopfour execution is programmatic and deterministic. AI is called only for specific steps that need interpretation, such as reading a contract, with confidence thresholds and human fallback.
No. Loopfour automates the work between your existing tools. If everything already lives in your ERP, you may not need a separate billing system at all.
Where API calls are metered, expensive, or unavailable, Loopfour can connect through secure browser automation instead.
Loopfour does. We build, monitor, and maintain the workflows. When repeated exceptions show that a rule needs to change, we flag it and update the workflow with your approval.
A simple workflow can deploy in a couple of days; complex, multi-system workflows typically take a few weeks. We start with one high-exposure workflow and a fast win.
Yes. Every run is logged with an execution tree, approvals, and a record of who did what, so an auditor can see what ran, who approved it, and what was written to your systems. Logs are filterable by workflow, date, amount, and entity.
Yes. Workflows are deployed per environment today, and we set up the structure that fits your organization, entities, clients, and approval model.
Still evaluating a workflow? Contact sales and we will map the first automation path with you.
Close, AR, and rev rec, automated with the audit trail intact.
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