Loopfour
IntegrationsBank and card accounts

Bank and card accounts

Bring balances and transactions from your bank and card accounts into Loopfour, so workflows can reconcile them against your ledger.

Bank reconciliation starts with the bank's own record. Link your bank and credit-card accounts so a workflow can read balances and transactions and compare them with your ledger. These connections only read from your bank; they do not move money.

Finances (Plaid)

Bank link

What you can do

  • Check account balances
  • Read transactions for a date range
  • Sync transactions daily into a table
Open Finances (Plaid)

Which one do I connect

  • Finances (Plaid) links checking, savings and credit-card accounts at banks in the United States and Canada.
  • If you hold balances with Airwallex, connect it under Payments and billing to read its transactions, deposits and balances.

Zuora

Connect Zuora to Loopfour so workflows can read billing accounts, subscriptions, invoices and payments, set up accounts and record payments.

Bank and card accounts (Plaid)

Link a bank or card account to Loopfour through Plaid, shown in Studio as Finances (Plaid), and read its balances and transactions.

On this page

Which one do I connect