Loopfour
Loopfour is a deterministic finance workflow automation platform that turns AR, collections, cash application, revenue recognition, and close processes into governed, auditable code rather than black-box AI. The platform integrates with existing ERP, CRM, and billing systems over OAuth, and logs every invoice, payment match, and exception with a full evidence trail. It is SOC 2 Type II and SOC 1 Type I certified, and one cybersecurity customer automated 19 workflows matching 97% of payments automatically at 95%+ confidence.
- Enterprise Software
- Financial Technology
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Finance teams face increasing pressure to adopt AI, yet general-purpose AI agents can't guarantee the accuracy and auditability that controllers and auditors demand. Spreadsheets, manual re-keying, and brittle scripts break under growth, and when a number is questioned, the evidence trail is often missing or impossible to reconstruct—turning efficiency gains into liabilities at close.
Solution
Loopfour automates finance workflows—AR, collections, cash application, revenue recognition, close, and billing—as deterministic, versioned code, not as black-box AI. The platform turns signed contracts into ASC 606-compliant revenue schedules, automates invoicing and dunning on schedules you define, and matches payments to open invoices using rules you control—historical confidence thresholds enforced throughout. Every workflow run is logged with a full evidence trail, including audit trails on every invoice, reminder, payment match, exception resolution, and workflow version change. Loopfour integrates directly with existing ERP, CRM, and billing systems (e.g., NetSuite, QuickBooks, Xero, Sage Intacct, Salesforce, HubSpot, Stripe, Slack) over secure OAuth, keeping the ERP as the system of record while Loopfour handles the deterministic work in between. It also supports browser automation for systems without API access, enabling automation even for legacy or custom tools. The platform operates under SOC 2 Type II and SOC 1 Type I compliance, ensuring that finance teams can scale without sacrificing control or defensibility.
Target Audience
Primary customers are finance teams—controllers, CFOs, and revenue operations leads—at growth-stage and enterprise companies across fintech, legal services, cybersecurity, media, creator economy, and lending, who need to automate high-volume workflows while maintaining full audit trails and compliance (SOC 1, SOC 2, SOX).
Features
- Deterministic workflow engine that runs fixed, versioned step sequences for every financial process, with every change versioned and retained
- Audit trail by default: every invoice generated, reminder sent, payment matched, exception resolved, and workflow change is logged with timestamps and context
- Cash application with deterministic match rules, confidence thresholds, and split-payment handling; unmatched payments route to humans with candidates pre-assembled
- ASC 606 revenue recognition automation that reads contract terms from Salesforce or CPQ, computes revenue schedules by code, handles deferred revenue waterfalls, and re-computes on contract modifications with before/after changes logged
- Browser automation for systems without API access, enabling automation of billing, collections, and reconciliation even where APIs are unavailable
- Policy-based configuration where controllers define recognition, allocation, and dunning rules once, and Loopfour applies them identically across all contracts
- Integrations with NetSuite, QuickBooks, Xero, Sage Intacct, Rillet, Salesforce, HubSpot, Stripe, and Slack over secure OAuth, with no rip-and-replace required
- Governance-focused UI with approval workflows, human-in-the-loop exception handling, and role-based access controls