loopfour

Deterministic, auditable automation for the finance workflows your team dreads.

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AI Automations can get dumber.

A quick tip on how to not let this happen from Charlie Feng, from the loopfour podcast.

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Apply historical collection rates to each aging bucket and you have a 30-day cash forecast. In one worked example, $1,000,000 of open AR projects to $690,000. Does your aging tie to the GL? https://t.co/qIwfzpRQgb

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The four: trigger → execute deterministic steps → a named person approves exceptions → every run is logged. Pick one process and start there.

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A contract-to-cash process usually takes 40 manual steps. At Money20/20, @danielkivatinos argued it should take four.

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Steps 31–40 cover reporting and close: rebuild DSO, reconcile the subledger to the GL, book the bad-debt reserve, and answer "where did this number come from?"

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One backdated bill can unreconcile a month you already signed off. NetSuite locks by module, then closes the period. QuickBooks uses a closing date and password. Who can override your locks? https://t.co/w35VIszpvx

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Connect multiple QuickBooks instances, consolidate reporting with loopfour

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Is three cofounders the magic number?

Justin, co-founder of MODL, creator of the Infinity Tool

On the loopfour podcast. https://t.co/gsBorMbS8V

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Mate Zgombic, CapTablePro, founder and CEO

... from the loopfour podcast, full podcast here - https://t.co/OA9chlM6UT

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connect any bank account through plaid, send the data wherever it needs to live, and let the workflow do the same thing every single run.

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A close checklist with no owner and no evidence is a to-do list. Which step on yours has a tick box and no proof behind it? https://t.co/gy2iqhDHS3

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Connecting Multiple Instances of Quickbooks with loopfour.

https://t.co/G1yo2KDTul

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Enterprise sales at a startup. Paul from the loopfour podcast.

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Why stack workflows.

Charlie Feng on the loopfour podcast.

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A late receipt can move COGS into the next period. Do you check for negative inventory before close, or after the costing run? https://t.co/U1jzmppyK7

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Some top picks for finance AI tools in 2026

https://t.co/KYHyLa24kC

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Before you build a bot to scrape a vendor portal, send one email asking for a file feed.

The answer is yes more often than you'd think.

Which portal does your team dread? https://t.co/2hyaX2cWfr