Loopfour

What is Loopfour

See what Loopfour does for a finance team: the stages of a workflow, from the event that starts it to the record it leaves behind for review.

Loopfour runs your repeatable finance work as deterministic, auditable workflows. A workflow follows the same steps each time, across the systems you already use. It pauses for a person's approval where you ask it to, and it keeps a record of each run for review.

You do this in Studio, the app you sign in to.

The work, stage by stage

  1. Connect your systems

    Give Loopfour access to your ledger, payment, CRM, bank and messaging tools from Integrations.

  2. Something starts the workflow

    A date comes around, an email arrives, a record changes in a connected system, or you press Run.
    Trigger

  3. Loopfour does the steps

    Each step does one job, such as reading a bill or creating an invoice, in the order you set.
    Step

  4. A person approves

    Where you add an approval, the workflow waits until the approver decides in Studio, by email or in Slack.
    Approval

  5. You review the record

    Each run shows what each step received and produced. The audit trail shows who did what and when.
    Output

An example: approving a vendor bill

  1. TriggerA bill arrives by email
  2. StepRead the bill
    The AI Agent step pulls out the vendor, amount and due date.
  3. DecisionOver your approval limit?
  4. ApprovalController approves
  5. OutputBill created in your ledger

This is an illustration. Your own workflows can have different steps, and you choose where the approvals go.

Key concepts

The Glossary explains the other terms in plain words.

What Loopfour does and does not do

  • It follows the steps you set. A workflow does not add or skip steps on its own. A Condition step decides between the paths you drew.
  • It works in your systems through access you give it. Steps that read from or write to a system use a connection someone set up under Integrations.
  • Your systems keep the records. Invoices, bills and entries are created in your ledger and other tools. Loopfour keeps the run record and the audit trail.
  • A workflow runs only after you deploy it. Until then it is a draft, and neither its trigger nor the Run button starts it. See Deploy, test and change a workflow.
  • AI is used in specific places. Chat helps you build, and the AI Agent step can read documents. Chat asks you to approve before it runs, deploys or deletes a workflow. See Where Loopfour uses AI.

For security and data handling, see Security and Legal.

Next

Key concepts

The handful of words used across Loopfour, and the five steps of building a workflow.

A tour of Studio

What each area in the sidebar is called and what you do there.

Quick start: run a template

Copy a ready-made workflow, connect your systems and read the result of a run.

Loopfour documentation for finance teams

Loopfour runs repeatable finance work across your systems, pauses for approval where you choose, and records each run.

Key concepts

Learn the handful of words used across Loopfour, such as workflow, trigger, step, run and approval, and the five verbs of building one.

On this page

The work, stage by stageAn example: approving a vendor billKey conceptsWhat Loopfour does and does not doNext