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Loopfour

Changelog

Product updates for deterministic finance workflows.

Latest release

Copilot Chat & Natural Language Workflows

Latest improvements to Loopfour's workflow engine, integrations, and finance controls.

AICopilotNew Feature

Version 3.2

Copilot Chat & Natural Language Workflows

AICopilotNew Feature

Build workflows by describing what you need in plain English. Copilot Chat understands your intent and generates complete workflow configurations — from triggers to actions — in seconds.

Highlights

  • Natural language workflow creation — describe your automation in plain English and Copilot builds it for you
  • Context-aware suggestions — Copilot understands your connected integrations and suggests relevant actions
  • Iterative refinement — ask follow-up questions to adjust triggers, conditions, and outputs
  • One-click deploy — review the generated workflow and deploy it instantly

Improvements

  • Workflow execution logs now include step-level timing breakdowns
  • Improved error messages for failed Stripe webhook deliveries
  • Template gallery loads 40% faster with lazy-loaded previews

Version 3.0

Visual Workflow Builder & Template Library

BuilderTemplatesUI

A completely redesigned workflow builder with drag-and-drop canvas, real-time collaboration, and a curated library of 30+ pre-built templates for common finance operations.

Highlights

  • Drag-and-drop canvas — visually connect triggers, conditions, and actions on an infinite canvas
  • Real-time collaboration — multiple team members can edit workflows simultaneously
  • Template library — 30+ pre-built templates for invoice processing, payment reconciliation, and revenue recognition
  • Version history — roll back to any previous workflow version with one click

Bug Fixes

  • Fixed an issue where webhook triggers would occasionally miss events during high-throughput periods
  • Resolved a race condition in parallel execution branches that could cause duplicate actions
  • Fixed timezone handling in scheduled triggers for teams outside UTC

Version 2.8

Integration Hub & OAuth Connections

IntegrationsSecurity

Connect your entire finance stack with secure OAuth flows. The new Integration Hub provides a unified dashboard to manage all your connections — from accounting platforms to payment processors.

Highlights

  • Integration Hub — centralized dashboard to manage all connected services
  • OAuth 2.0 flows — secure, token-based authentication for Stripe, QuickBooks, Xero, Salesforce, and more
  • Connection health monitoring — automatic alerts when a connection expires or encounters errors
  • Credential rotation — seamlessly rotate API keys and tokens without workflow downtime

New Integrations

  • Sage Intacct — sync journal entries and AP/AR data
  • PandaDoc — trigger workflows on document signature events
  • Attio — bi-directional CRM sync for deal and contact data

Version 2.5

Stagehand Browser Automation & Agent Mode

AgentsAutomationBrowser

Automate tasks that live behind a login screen. Stagehand-powered browser agents can navigate web applications, extract data from dashboards, and complete multi-step processes — all within your workflows.

Highlights

  • Browser automation blocks — add Stagehand steps to any workflow to interact with web UIs
  • Agent mode — AI agents autonomously navigate complex multi-page flows
  • Data extraction — pull structured data from tables, dashboards, and reports in any web app
  • Session recordings — review exactly what the browser agent did with step-by-step replay

Improvements

  • Workflow run history now retained for 90 days (previously 30)
  • Added bulk retry for failed workflow runs
  • Improved Slack notification formatting with rich block kit messages

Next step

See how the latest workflow updates apply to your finance stack.

Bring one workflow and we will map where Loopfour should trigger, validate, route exceptions, and leave audit-ready evidence.

Book a workflow review