Invoice Processing
AI extracts invoice data from PDFs and emails, matches to purchase orders, and routes for approval automatically.
- AI-powered data extraction
- Three-way matching
- Duplicate detection
- Multi-currency support
Purpose-built for finance
Everything you need to automate finance operations.
From invoice intake to payment execution, Loopfour handles financial workflows with deterministic automation, visible controls, and reviewable exception handling.
Live workflow
Invoice intake run
Ready
Invoice received
Step 1 completed
Terms extracted
Step 2 completed
Policy checked
Step 3 completed
Approval routed
Step 4 completed
9
finance capabilities
24/7
event-driven runs
100%
reviewable evidence
Core platform
Finance automation that stays accountable.
Each capability is built around real finance operations: documents, payments, books, approvals, audit trails, and the systems teams already use.
Payment Automation
Route payments from policy thresholds to manager review, CFO sign-off, ACH, wire, or check execution.
- Configurable approval thresholds
- Multi-level approval chains
- Payment scheduling
- Vendor payment optimization
Bank Reconciliation
Match bank transactions to invoices and payments so finance teams only review exceptions.
- Automatic transaction matching
- Exception-based workflow
- GL auto-posting
- Multi-entity consolidation
Structured Extraction
Parse contracts, billing terms, invoices, and finance documents with confidence-gated review.
- Contract parsing
- Billing term extraction
- Confidence scoring
- Exception review fallback
Exception Handling
Route every uncertain decision to the right owner in Slack, email, or a finance review queue.
- Slack integration
- Email approvals
- Mobile-friendly
- Escalation rules
Audit Trail
Log every trigger, approval, exception, and system write for close review, audit, and controls.
- Immutable audit logs
- User action tracking
- Compliance reporting
- Data change history
Enterprise Security
Run controlled finance workflows with encryption, role-based access, SSO readiness, and data residency patterns.
- SOC 2 Type II certified
- SOC 1 Type II pending
- AES-256 encryption
- SSO support
- Role-based access control
Native Integrations
Connect accounting, CRM, payment, document, and communication tools through OAuth-first integrations.
- ERP, GL, NetSuite, Workday
- Stripe and payment workflows
- Slack, Gmail, Teams
- Salesforce and HubSpot
Analytics & Reporting
Track cycle times, approval bottlenecks, exception rates, and close readiness across teams.
- Workflow analytics
- Processing time metrics
- Exception rate tracking
- Custom dashboards
Built for finance controls
Every feature keeps the workflow inspectable.
Loopfour can use AI to read a document, but the business logic stays explicit: thresholds, owners, approvals, and system writes are configured and reviewable.
01
Deterministic steps
Each workflow runs as predefined code, with scoped AI only where interpretation is needed.
02
Human fallback
Low-confidence extraction, policy conflicts, and risky writes wait for the assigned owner.
03
Execution evidence
Every action, approval, exception, and integration write is retained for review.
Next step
Map one finance workflow and prove the automation path.
Bring an invoice, contract, payment reconciliation, or customer finance workflow. Loopfour can map the trigger, controls, integrations, and approval loop.
Book a workflow review