# Loopfour Documentation > Deterministic, auditable finance workflow automation. Finance workflows as deterministic, auditable code you can defend at audit. Governed automation with built-in audit trails for CFOs, controllers, and FP&A. Loopfour builds, hosts, and maintains the workflows for you. Use structured extraction, classification, and exception routing for finance operations that need visible controls. ## Company facts - [Loopfour company facts](https://loopfour.ai/company-facts): official company details, products (Loopfour and JustPaid), leadership, contact and compliance. Last updated October 23, 2026. - [Service commitment](https://loopfour.ai/service-commitment): support reply commitment, contact routes and business hours. ## Compliance Loopfour is SOC 2 Type II certified. The examination covered February 1, 2025 to January 31, 2026, was performed by Percilchofe CPA LLC, and covered the Security, Availability and Confidentiality trust services criteria for the Loopfour and JustPaid products. Loopfour is SOC 1 Type I certified for the Loopfour platform as of June 15, 2026, by Assurion Services LLC, covering the design of controls relevant to customers' internal control over financial reporting. Reports are available under NDA through the Loopfour Trust Center. Loopfour signs Business Associate Agreements (BAAs) with customers. No blanket GDPR compliance claim is made. Data processing terms are handled through customer-specific agreements when applicable. See [Legal and compliance notes](https://loopfour.ai/legal). ## API Discovery — Start Here 1. Read the [OpenAPI specification](https://loopfour.ai/openapi.json) for REST paths, operation IDs, authentication, and response schemas. 2. Fetch the [live action catalog](https://workflow.loopfour.ai/api/v1/blocks?kind=integrations) with an x-api-key header and workflows:read scope. Each result includes action IDs and a links.self URL for its metadata. 3. For a known integration, fetch its block directly: [QuickBooks actions and report choices](https://workflow.loopfour.ai/api/v1/blocks/quickbooks). Catalog [input definitions and conditions](https://loopfour.ai/docs/api-reference/blocks) are available as JSON. Discovery is read-only; create and run a workflow separately. Public discovery links are also listed in the [API catalog](https://loopfour.ai/.well-known/api-catalog). ## Articles Canonical answers to finance-operations questions, each one sourced to primary references and dated with a last-reviewed date. - [Revenue Recognition](https://loopfour.ai/articles/revenue-recognition) Revenue recognition is the process of recording revenue in the period performance obligations are satisfied, not when cash changes hands — governed by ASC 606 for US GAAP companies and IFRS 15 internationally. This cluster covers every step: identifying contracts, allocating transaction price, handling variable consideration, and producing the disclosures auditors will test. - [Payment Reconciliation & Cash Application](https://loopfour.ai/articles/cash-application) Payment reconciliation proves that every dollar received is matched to an invoice or explained, and cash application records that match in the accounts receivable ledger — closing the loop between what the bank reports and what the books say. This cluster covers every stage: capturing payments from processors, unbundling netted payouts, matching to open invoices, and resolving exceptions before the period closes. - [Month-End Close](https://loopfour.ai/articles/month-end-close) Month-end close is the process of reconciling every subledger to the general ledger, completing journal entries, and locking the period so the resulting financial statements can be signed off. Each step produces evidence an auditor can trace back to a source transaction. - [AR & Collections](https://loopfour.ai/articles/accounts-receivable) Accounts receivable is the process of invoicing customers, collecting payment, and applying cash — maintaining a current, accurate subledger that can be reconciled to the general ledger at any point. Every dollar owed is exposure until it is collected, which is why DSO, aging, and credit policy are the metrics CFOs watch most closely. - [AP & Invoice Processing](https://loopfour.ai/articles/accounts-payable) Accounts payable is the process of receiving, matching, approving, and paying vendor invoices — and recording every payment accurately in the general ledger. Each payment runs through an authorization decision you have to defend at audit, from three-way matching to payment-release separation of duties. - [Integrations](https://loopfour.ai/articles/integrations) Finance integrations connect your ERP, billing platform, CRM, bank feed, payment processor, and tax engine so that data flows without manual exports — and a field mismatch, a failed webhook, or a missed sync produces a visible error rather than a silent wrong number in the ledger. This cluster covers the specific integration patterns for every system Loopfour builds workflow actions for. - [Spend & Expense Management](https://loopfour.ai/articles/spend-management) Spend and expense management covers the controls and reconciliation that apply to corporate card programs, employee expense reports, and petty cash — ensuring every charge is coded to the right cost center, approved by the right person, and reconciled to the general ledger before the period closes. This is a small cluster; the AP & Invoice Processing hub covers vendor invoice payments. - [Subscription & Usage Billing](https://loopfour.ai/articles/subscription-billing) Subscription and usage billing is the process of metering consumption, generating invoices, and reconciling the resulting revenue against what was recognized in the general ledger — with enough detail to satisfy an auditor that the billing system and the books agree. This cluster covers metering, billing-system-to-ERP reconciliation, and the deferred-revenue accounting that results. - [Finance Automation Strategy](https://loopfour.ai/articles/finance-automation-strategy) Finance automation strategy is deciding which finance workflows to automate, in what order, and with what kind of automation, so the result holds up when an auditor tests it. The choices that matter most are deterministic workflows versus AI agents, building versus buying, when to automate instead of hiring, and how to judge a tool on its controls rather than its demo. ## Product - [Features](https://loopfour.ai/features) - [Use cases](https://loopfour.ai/solutions/use-cases) - [Integrations](https://loopfour.ai/integrations) - [Templates](https://loopfour.ai/templates) - [Why Loopfour](https://loopfour.ai/why-loopfour) - [Governance](https://loopfour.ai/governance) - [Security](https://loopfour.ai/security) - [Legal and compliance notes](https://loopfour.ai/legal) - [About](https://loopfour.ai/about) - [Editorial policy](https://loopfour.ai/editorial-policy): How Loopfour writes, reviews and corrects content - [Accounts Receivable & Collections](https://loopfour.ai/solutions/accounts-receivable-automation) - [Revenue Recognition](https://loopfour.ai/solutions/revenue-recognition-automation) - [Payment Reconciliation & Cash Application](https://loopfour.ai/solutions/payment-reconciliation-automation) - [Month-End Close](https://loopfour.ai/solutions/month-end-close-automation) ## Documentation Overview This file provides an overview of our documentation. For full content of all pages, see https://loopfour.ai/llms-full.txt ## Main Sections ### Brand Guidelines - Brand Guidelines: https://loopfour.ai/docs/brand-guidelines Loopfour visual identity, design tokens, and usage guidelines ### Root - Documentation: https://loopfour.ai/docs Complete guide to building and deploying automated workflows with Loopfour ### Introduction - Introduction: https://loopfour.ai/docs/introduction What is Loopfour Studio and what can you build with it ### Ai - AI Copilot: https://loopfour.ai/docs/ai/copilot Build and modify workflows using natural language commands - AI Capabilities: https://loopfour.ai/docs/ai Where AI is used in Loopfour Studio ### Api Reference - Agents API: https://loopfour.ai/docs/api-reference/agents AI-powered agents for data extraction, content generation, and decision making - API Authentication: https://loopfour.ai/docs/api-reference/authentication How to authenticate with the Loopfour API using API keys - Block and Action Discovery: https://loopfour.ai/docs/api-reference/blocks Discover workflow actions, typed inputs, requirements, and report choices through the API - Connections API: https://loopfour.ai/docs/api-reference/connections Manage OAuth and API key connections for integrations - Dashboards: https://loopfour.ai/docs/api-reference/dashboards Create dashboards, save json-render widgets, set board formatting, and read public share links with live data. - API Reference: https://loopfour.ai/docs/api-reference Complete REST API documentation - Runs API: https://loopfour.ai/docs/api-reference/runs Execute and monitor workflow runs - Workflow Secrets API: https://loopfour.ai/docs/api-reference/secrets Manage write-only secrets scoped to one workflow - Tables API: https://loopfour.ai/docs/api-reference/tables Create, manage, and read rows in user-managed data tables - Webhooks API: https://loopfour.ai/docs/api-reference/webhooks Receive provider events into Loopfour and deliver workflow events to your systems - Workflows API: https://loopfour.ai/docs/api-reference/workflows Create, manage, and execute workflow definitions ### Blocks - Agent Block: https://loopfour.ai/docs/blocks/agent Connect workflows to AI models for text processing, data extraction, classification, and structured output - Approval Block: https://loopfour.ai/docs/blocks/approval Pause workflow execution for human approval before continuing - Box Block: https://loopfour.ai/docs/blocks/box Find, download, and manage Box files, folders, and users through a Nango OAuth connection - Code Block: https://loopfour.ai/docs/blocks/code Run custom JavaScript in a sandboxed environment for complex data transformations - Condition Block: https://loopfour.ai/docs/blocks/condition Branch workflow execution paths based on boolean expressions - Data Table Block: https://loopfour.ai/docs/blocks/data-table Create, organize, and read or write user-managed data tables from a workflow - Google Sheets Block: https://loopfour.ai/docs/blocks/google-sheets Create spreadsheets and read, write, append, clear, and manage Google Sheets data through a Nango OAuth connection - Blocks: https://loopfour.ai/docs/blocks The building components of your billing automation workflows - Loop Block: https://loopfour.ai/docs/blocks/loop Iterate over collections to process each item in a workflow - PandaDoc Block: https://loopfour.ai/docs/blocks/pandadoc Create, send, manage, and download PandaDoc documents and use the complete public business API - Parallel Block: https://loopfour.ai/docs/blocks/parallel Execute multiple workflow paths concurrently for faster processing - PDF Block: https://loopfour.ai/docs/blocks/pdf Read text, extract selected pages, or inspect PDF files in a workflow - Stagehand Block: https://loopfour.ai/docs/blocks/stagehand AI-driven browser automation for portal navigation, downloads, and form filling - Sub-workflow Block: https://loopfour.ai/docs/blocks/subworkflow Call another workflow as a step for composable automation - Transform Block: https://loopfour.ai/docs/blocks/transform Map and reshape data between systems using declarative field mapping - Wait Block: https://loopfour.ai/docs/blocks/wait Pause workflow execution for a specified duration ### Connections - Connections: https://loopfour.ai/docs/connections How data flows between blocks and how to manage integration credentials ### Dashboards - Dashboard Components: https://loopfour.ai/docs/dashboards/components The components every dashboard, chat chart, and share page renders, and the settings that control them. ### Execution - Approval Flows: https://loopfour.ai/docs/execution/approval-flows Human-in-the-loop workflow execution - Debugging Workflows: https://loopfour.ai/docs/execution/debugging Diagnose and fix workflow failures using execution logs, step inspection, and common error patterns - Deployment: https://loopfour.ai/docs/execution/deployment Version and deploy workflows for production - Execution: https://loopfour.ai/docs/execution How workflows execute, monitoring runs, and debugging failures - Execution Logs: https://loopfour.ai/docs/execution/logs Monitor workflow runs with step-by-step execution logs, timing data, and output capture - Running Workflows: https://loopfour.ai/docs/execution/running How to execute workflows via API, webhook, schedule, or the visual builder ### Getting Started - Authentication: https://loopfour.ai/docs/getting-started/authentication Learn how to authenticate with the Workflows API - Your First Real Workflow: https://loopfour.ai/docs/getting-started/first-workflow Build a workflow that responds to webhooks and sends notifications - Getting Started: https://loopfour.ai/docs/getting-started Get up and running with the Workflows API - Quickstart: https://loopfour.ai/docs/getting-started/quickstart Get your first workflow running in 5 minutes ### Integrations - Accounting Integrations: https://loopfour.ai/docs/integrations/accounting QuickBooks, NetSuite, Sage Intacct, Xero - Communication Integrations: https://loopfour.ai/docs/integrations/communication Slack, Email (Gmail, Outlook, Resend) - CRM Integrations: https://loopfour.ai/docs/integrations/crm Salesforce, HubSpot, Attio - Document Integrations: https://loopfour.ai/docs/integrations/documents PandaDoc, DocuSign, Dropbox Sign - Finance Integrations: https://loopfour.ai/docs/integrations/finance Finances (Plaid) - Integrations: https://loopfour.ai/docs/integrations Connect to external services - Payment Integrations: https://loopfour.ai/docs/integrations/payments Stripe - Tax & Compliance Integrations: https://loopfour.ai/docs/integrations/tax Avalara AvaTax - NetSuite: https://loopfour.ai/docs/integrations/accounting/netsuite ERP integration for customers, invoices, bills, and GL entries - QuickBooks Online: https://loopfour.ai/docs/integrations/accounting/quickbooks Accounting integration for invoices, payments, and financial data - Rillet: https://loopfour.ai/docs/integrations/accounting/rillet Modern ERP for invoices, contracts, revenue, and the general ledger - Sage Intacct: https://loopfour.ai/docs/integrations/accounting/sage-intacct Enterprise financial management for mid-market companies - Xero: https://loopfour.ai/docs/integrations/accounting/xero Cloud accounting for invoices, payments, and bank reconciliation - Email: https://loopfour.ai/docs/integrations/communication/email Multi-provider email integration for Gmail, Outlook, and Resend - Slack: https://loopfour.ai/docs/integrations/communication/slack Team communication for messages, channels, and interactive workflows - Attio: https://loopfour.ai/docs/integrations/crm/attio Modern CRM for managing people, companies, and custom objects - HubSpot: https://loopfour.ai/docs/integrations/crm/hubspot CRM integration for contacts, companies, deals, and marketing automation - Salesforce: https://loopfour.ai/docs/integrations/crm/salesforce CRM integration for accounts, contacts, opportunities, and custom objects - DocuSign: https://loopfour.ai/docs/integrations/documents/docusign Electronic signature platform for contracts and documents - Dropbox Sign: https://loopfour.ai/docs/integrations/documents/dropbox-sign E-signature solution for document signing and templates - PandaDoc: https://loopfour.ai/docs/integrations/documents/pandadoc Document automation for contracts, proposals, and e-signatures - Finances (Plaid): https://loopfour.ai/docs/integrations/finance/financial-accounts Connect bank and credit-card accounts through Plaid, read balances and transactions, and run a durable daily transaction sync into a Data Table - Stripe: https://loopfour.ai/docs/integrations/payments/stripe Payment processing for invoices, subscriptions, and payment intents - Avalara: https://loopfour.ai/docs/integrations/tax/avalara Sales tax calculation with Avalara AvaTax ### Triggers - API Triggers: https://loopfour.ai/docs/triggers/api Trigger workflows programmatically via the REST API - Email Triggers: https://loopfour.ai/docs/triggers/email Trigger workflows when an email arrives at a dedicated workflow inbox address - Event Triggers: https://loopfour.ai/docs/triggers/event React to platform events from Salesforce, HubSpot, and Slack - Triggers: https://loopfour.ai/docs/triggers Start workflows via webhooks, schedules, platform events, or API calls - Schedule Triggers: https://loopfour.ai/docs/triggers/schedule Trigger workflows on a time-based schedule using cron or intervals - Slack Triggers: https://loopfour.ai/docs/triggers/slack-events Trigger workflows from Slack events, commands, and interactions - Webhook Triggers: https://loopfour.ai/docs/triggers/webhook Trigger workflows from external webhook events ### Troubleshooting - Common Errors: https://loopfour.ai/docs/troubleshooting/common-errors API errors and how to fix them - Connection Issues: https://loopfour.ai/docs/troubleshooting/connection-issues OAuth and integration problems - Troubleshooting: https://loopfour.ai/docs/troubleshooting Common issues and solutions - Workflow Debugging: https://loopfour.ai/docs/troubleshooting/workflow-debugging Debug workflow execution issues ### Tutorials - Customer Onboarding: https://loopfour.ai/docs/tutorials/customer-onboarding Automate new customer setup across multiple systems - Deal Sync: https://loopfour.ai/docs/tutorials/deal-sync Automatically create contracts when CRM deals reach the right stage - Tutorials: https://loopfour.ai/docs/tutorials Step-by-step workflow guides - Invoice Automation: https://loopfour.ai/docs/tutorials/invoice-automation Automatically create and send invoices when CRM deals close ### Use Cases - Customer Success: https://loopfour.ai/docs/use-cases/customer-success Workflow patterns for customer success and retention teams - Finance Teams: https://loopfour.ai/docs/use-cases/finance-teams Workflow patterns for finance and billing automation - Use Cases: https://loopfour.ai/docs/use-cases Workflow patterns for different teams - Sales Operations: https://loopfour.ai/docs/use-cases/sales-ops Workflow patterns for sales teams and revenue operations ### Workflows - Workflow recipe templates: https://loopfour.ai/docs/workflows/dashboard-templates How the template tiles map to canonical workflow templates, and how to add a new one. - Workflows: https://loopfour.ai/docs/workflows Learn how to build and manage workflows - Workflow Overview: https://loopfour.ai/docs/workflows/overview Core workflow concepts, lifecycle, and execution model - Email Block: https://loopfour.ai/docs/workflows/building-blocks/email-block Send emails with Handlebars template support across multiple providers - Building Blocks: https://loopfour.ai/docs/workflows/building-blocks Reusable workflow components - Slack Block: https://loopfour.ai/docs/workflows/building-blocks/slack-block Send messages, manage channels, and interact with Slack - Action Steps: https://loopfour.ai/docs/workflows/steps/actions Execute integration actions in workflows - Approval Steps: https://loopfour.ai/docs/workflows/steps/approval Pause workflows for human approval or input - Condition Steps: https://loopfour.ai/docs/workflows/steps/conditions Branch workflows based on conditional logic - Steps: https://loopfour.ai/docs/workflows/steps Workflow step types and configuration - Transform Steps: https://loopfour.ai/docs/workflows/steps/transforms Map, normalize, and validate data in workflows - Wait Steps: https://loopfour.ai/docs/workflows/steps/wait Pause workflow execution for timed delays ## Additional Resources - Full documentation content: https://loopfour.ai/llms-full.txt - OpenAPI spec (machine-readable): https://loopfour.ai/openapi.json - API documentation: https://loopfour.ai/docs/api-reference - Integration guides: https://loopfour.ai/docs/integrations ## Statistics - Total pages: 99 - Live article hubs: 9 --- Generated: 2026-10-31T18:31:49.645Z Format: llms.txt v0.1.0 See: https://llmstxt.org for specification