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Use case studies

PAYMENT RECONCILIATION & CASH APPLICATION

88 companies in the pipeline. One billing process that scales with them.

How a fast-growing AI infrastructure company automated contract parsing, invoicing, and payment reconciliation ahead of an 88-company pipeline.

AI Infrastructure Company: Contract-to-Reconciliation
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15 current customers, 88 companies in pipeline

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five-phase automated billing lifecycle

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AI-matched payments, dollar-for-dollar or one-to-many

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real-time invoice engagement tracking (opens, bounces, portal visits)

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The problem

The problem

A fast-growing AI search infrastructure company, operating across Australia and international markets with a newly hired CRO, had its finance lead manually reading DocuSign contracts and entering invoice data into Stripe. Billing dates lived on calendar reminders, easy to miss at scale. Payment reminders went out one at a time, and bank deposits in Airwallex were reconciled by hand against open invoices, with no visibility into whether an invoice had even been opened.

"We want to get ahead of this curve before it becomes a problem."

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What Loopfour automated

What Loopfour automated
  1. 1Contract signed: a DocuSign webhook ingests the contract, AI parses the terms (amount, cadence, discounts, auto-renewal), and Slack sends a one-click approval notification
  2. 2Billing configured: an invoice schedule generates automatically, GST applies for AU customers, and a billing profile is assigned
  3. 3Invoice sent: branded invoices go out from the company's own domain, itemized with POs and a payment portal link, with real-time tracking on opens, bounces, and portal visits
  4. 4Reminders sent: an automated sequence fires at 7 days, 1 day, and the due date, with high-ACV accounts escalated on a dedicated path
  5. 5Payment reconciled: Airwallex is monitored in real time, AI matches payments to invoices dollar-for-dollar or one-to-many, Xero updates automatically, and unmatched payments are flagged with context

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Why it matters for controllers

Why it matters for controllers

A billing process built before the pipeline triples in size is one that doesn't need to be rebuilt when it does.

Scaling billing faster than your finance team can keep pace with reconciliation?

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