Customized after selection
Templates are starting points, not rigid product flows.
Templates and inspiration
Start from a finance workflow pattern.
Jumpstart with repeatable finance workflow templates for invoice processing, payments, reconciliation, contracts, reporting, and close, then customize every control around how your team actually works.
Template builder
Invoice Email to ERP
Starter
Pick a template
starter logicMap your systems
ERP + approvalsSet controls
owners + thresholdsApprove dry run
audit-ready5
starter steps
3
control gates
1
dry run
Controls included
Owners, thresholds, exceptions, and dry runs are part of the shape.
Maintained by Loopfour
The workflow can keep changing as your finance stack changes.
Invoice processing
Automate invoice intake, validation, and approval routing
Move invoices from inbox to ERP with matching, policy checks, and approval evidence.
Invoice Email to ERP
PopularExtract invoice data from emails, validate against purchase orders, and post clean records to the ERP or general ledger.
- Gmail + ERP
- 5 steps
- 5 minute setup
Multi-Level Invoice Approval
Route invoices for approval based on amount thresholds, policy owners, and Slack notifications.
- ERP + Slack
- 7 steps
- Threshold-based routing
Invoice Duplicate Detection
Flag duplicate invoices before payment so the team can prevent overpayment and document the review outcome.
- ERP + Slack
- 4 steps
- Exception queue
Payment automation
Control payment routing and vendor payment timing
Give finance teams a starting point for approvals, payment timing, and evidence.
Smart Payment Routing
PopularRoute payments by amount: auto-approve low-risk payments, require manager review for mid-tier payments, and CFO approval for high-value payments.
- ERP + Slack + payments
- 6 steps
- Popular template
Vendor Payment Scheduler
Schedule vendor payments based on due dates and cash-flow constraints while keeping approval evidence attached.
- ERP + payments
- 5 steps
- Cash-flow aware
Bank reconciliation
Move reconciliation from full manual review to exception handling
Start with match rules, then route unmatched activity to owners with context.
Automated Bank Reconciliation
PopularMatch bank transactions to invoices automatically and flag unmatched activity for accountant review.
- ERP
- 6 steps
- Popular template
Reconciliation Exception Handler
Route unmatched transactions to accountants with enough context to resolve exceptions quickly.
- ERP + Slack
- 4 steps
- Context-rich exceptions
Contract and billing
Turn contract changes into billing and revenue workflows
Use signed terms as the trigger for invoices, schedules, and revenue workflows.
Contract to Invoice
PopularExtract billing terms from signed contracts and create invoices in Stripe automatically.
- Stripe
- 6 steps
- Contract term extraction
SaaS Revenue Recognition
Automate ASC 606 revenue recognition from payment subscriptions to the ERP or general ledger.
- Payments + ERP
- 5 steps
- Deferred revenue support
Reporting and alerts
Keep finance teams ahead of close and cash-flow risk
Escalate missing work, cash thresholds, and close readiness before they become surprises.
Cash Flow Alert
Send Slack alerts when bank balance drops below threshold or unusual activity is detected.
- Slack
- 3 steps
- Threshold alerts
Month-End Close Checklist
Track reconciliation status and notify the team of pending items until close work is complete.
- ERP + Slack + Notion
- 8 steps
- Close readiness tracking
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