Solution · Month-End Close
Turn your close checklist into deterministic workflows — reconciliations, journal entries, and approvals that run the same way every period, with a complete record of who did what and when.
The Reality
Every close leaves the same control gaps in a different month: a checklist living in a spreadsheet, owners chased over Slack, recurring journal entries re-keyed by hand, reconciliations left to the last day, and no real-time view of where things stand. Each gap is a question an auditor can ask and a sign-off you have to stand behind. The work is repetitive and rules-based, which is exactly why it shouldn’t depend on people remembering to do it.
Audit Trail
Every entry, reconciliation, and approval is logged, versioned, and reversible as it happens. When the auditors come, the support already exists — you’re handing over evidence, not reconstructing it. Auditors test controls, not tools. The COSO Internal Control framework (opens in a new tab) is a common reference for how those controls are organized, and 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. See how governance works.
How It Works
Loopfour turns your close into a deterministic workflow: tasks, dependencies, and owners defined once and executed the same way every period. Steps run in the dependency order you set. By default, a failed step stops the run and the failure is recorded on the run log, and where every step stands is on the record as it happens, not pieced together in a meeting.
Loopfour run
Loopfour run
Reconciliations & Journal Entries
Recurring accruals, allocations, and intercompany entries post under the rules you set. Account reconciliations run automatically and only surface what actually needs a human, so every posted entry traces to a rule and every exception reaches a reviewer.
Approvals
Where judgment is required, Loopfour stops and asks. Approval gates route the right entries to the right reviewer with full context, so nothing that needs sign-off runs without it, and control stays with your controllers while the mechanical work automates around them.
Integrations
Loopfour connects to NetSuite, Sage Intacct, QuickBooks, and your supporting systems over secure OAuth. Your ERP stays the system of record; Loopfour orchestrates the close around it.
Proof
MONTH-END CLOSE
How a global travel technology company replaced a fragile in-house middleware layer with an auditable, repeatable month-end close process on NetSuite.
Read the case studyFAQ
Yes. Approval gates are built in; nothing that needs sign-off runs without it.
Every step is logged and reversible, so audit support is a by-product of the close rather than a separate project.
No — it orchestrates the workflow on top of them. Your ERP remains the system of record.
The repetitive, rules-based work — checklist orchestration, recurring journal entries, reconciliations, and evidence collection — while leaving judgment calls to your team.
Around two weeks from assessment to deployment for a typical close workflow.
Still evaluating a workflow? Contact sales and we will map the first automation path with you.
Keep Reading
Every workflow we automate, with the deployments behind each one.
Read moreDeterministic matching, exceptions routed to a person.
Read moreASC 606 schedules calculated by code, traceable to the contract.
Read moreApprovals, permissions, and a complete record under every run.
Read moreConnect the ERP and supporting systems you already close on.
Read moreDeterministic finance automation with a human in the loop.
Read moreLearn how this works: month-end close guide.
