loopfour

Loopfour automates finance workflows as deterministic, auditable code rather than as a black box AI agent. A finance team describes a process it runs every month, such as invoicing, dunning, cash application, purchase order matching, revenue recognition or the close checklist, and Loopfour's finance engineers deploy it as a governed workflow against the team's existing systems, then maintain it as those systems change. Every action, approval, exception and system write is logged so the run itself can be inspected at audit. It is built for CFOs, controllers and FP&A teams, with workflows that reach into sales operations and customer success where contracts and billing meet. AI is used only where it is scoped and checked: an agent can read a contract or classify a document, but confidence thresholds and human fallback stop it from deciding what the finance system does. The workflow builder offers visual and code based editing with agent, approval, code, condition, data table, loop and parallel blocks, webhook and scheduled triggers, and an AI copilot that modifies workflows from natural language. Integrations cover QuickBooks, NetSuite, Sage Intacct and Xero, Salesforce and HubSpot, Slack and email, PandaDoc and DocuSign, payment rails and tools with no API at all. The vendor holds SOC 2 Type II and SOC 1 Type I certifications. Pricing is not published. Loopfour sells through a demo in which the team walks through a first workflow, and there is no plan list or price on the site. Loopfour is a Y Combinator winter 2023 company. Its pitch is explicitly that an autonomous AI agent cannot pass a financial audit, so a buyer wanting agents that make judgment calls in the ledger is not the intended customer.