LoopfourFinance playbooks
Finance playbooks
Browse step-by-step playbooks for common finance jobs, grouped by area: receivables, payables, billing, month-end close and revenue.
A playbook walks you through one finance job from start to finish. Most start from a ready-made template in Studio. You connect your systems, check the steps, deploy the workflow, and then run it with test data.
How each playbook works
Pick the template
Find it under Workflows, then Templates.TriggerConnect your systems
Sign in to the systems the workflow reads from and writes to.StepAdd your approvals
Decide who signs off before anything posts.ApprovalDeploy and test
Choose a safe trigger and test data, select Deploy, then Run and read the result.OutputReview the runs
Check exceptions, approvals and the record of each run.
The playbooks below follow Studio's template areas: AR, AP, Billing, Close and RevRec.
AR: receivables
Match payments to invoices
Cash application, with unmatched payments sent to a person.
Follow up on overdue invoices
Reminder emails that get firmer as an invoice ages.
Track receivables on a dashboard
Weekly aging snapshots, at-risk accounts and collections activity.
Set up a new customer across your systems
Create the same customer in your CRM, ledger and billing system.
AP: payables
Approve vendor bills before they post
Read each bill, apply your approval limits, then create it in your ledger.
Match purchase orders, receipts and invoices
Three-way match, with mismatches sent for a decision.
Billing
Create an invoice when a deal closes
Turn a signed contract or a won deal into a sent invoice.
Send a contract when a deal closes
Create a contract from your template and send it for signature.
Close
Reconcile bank transactions
Bring bank activity into a table and match it to your ledger.
Reconcile intercompany balances
Compare both sides of each intercompany balance and list the differences.
Prepare accruals at month end
Draft accrual entries and post them after approval.
RevRec: revenue
Before you start
- You need a Studio account in your company's workspace. See Team and access.
- You connect each system once, under Integrations. See Connect a system.
- Some templates need developer corrections before they can run. Follow the setup warnings in each playbook; a template name alone does not confirm its calculations work.
- New to templates? Read Start from a template first.
Avalara
Connect Avalara to Loopfour with your account details and see the jobs a workflow can do there, such as calculating sales tax on a sale.
Create an invoice when a deal closes
Set up a workflow that turns a signed contract or a won deal into a sent invoice, with an approval step for larger amounts that you add.