Loop is a streamlined and simple way to manage all your clients' banking needs.

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Loop allows businesses to manage all their banking needs, including corporate cards, payments, FX, capital, and more in multiple currencies all from a single platform. With Loop, you can consolidate your financial activities and access various banking services conveniently in one place.

For accountants, Loop helps you manage your clients' financial data, offering a comprehensive and streamlined platform to reduce manual entry, save time, and integrate with the systems you are already using today.

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Why accountants love Loop

Loop empowers accountants by allowing you to view your clients' transaction data in one central location. With our newly launched Single Login feature, one login gives access to all of your Loop clients’ transactions.

Simply sign into the Loop dashboard and select your name in the top right corner to see all your connected accounts. Click between them to swap accounts without needing to manage different login credentials.

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Once you have signed into the client account, you can view bank, card, and capital transactions for all your bookkeeping needs!

Loop also offers seamless integration with popular accounting software like QuickBooks and Xero. You can import receipts and pre-categorized transactions directly into your accounting system, streamlining data entry and reducing manual efforts.

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All the important uses cases for accountants

Loop provides accountants with numerous ways to streamline processes and enhance client services including:

• Efficient bank reconciliation: Reconcile transactions across multiple accounts and currencies quickly, improving accuracy and reducing manual errors.

• Simplified expense management: Loop's centralized platform allows accountants to effortlessly track and categorize expenses across Loop clients’ accounts

• Real-time financial reporting: With instant access to transaction data, accountants can generate up-to-date financial reports, providing clients with real-time insights into their business performance.

• Enhanced compliance and audit support: Loop's transaction records and integration with accounting software simplify audit processes, ensuring accurate and transparent financial reporting.

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Interested in bringing your clients to Loop?

Loop is happy to offer an affiliate program for accountants. Bring your clients and get rewarded! Reach out to partnerships@getloop.ca to get started.

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