Month-end, document chasing, and client follow-up, on autopilot.
LoopLlama runs crews of AI agents inside the tools your firm already uses — Gmail or Outlook, Plaid, your accounting platform's API, Google Sheets, HubSpot, and Slack — to collect client documents, review bank activity, flag what needs a human, chase receivables, and keep every client informed. A human approves every email and every write to the books.
From document request to client report, without the chase.
Onboarding & intake
Walk new clients through what you need — bank access, prior returns, chart of accounts — request each item by email, and track completeness per client in one place.
Transactions & review
Pull the month's bank and card transactions through Plaid, propose categories from the client's history, flag anything unusual or uncategorized, and hand the reviewer a short list instead of a long one.
Close & deliverables
Run the month-end checklist client by client, chase the missing receipts and open questions, and draft the financial-statement cover note once the books are tied out.
Receivables & clients
Follow up on your own unpaid invoices with escalating reminders, send clients a status note when their close is done, and post a firm-wide progress digest every Friday.
A month of bank activity, reduced to the twelve items that need you.
Connect Plaid once per client. On the first of the month an agent pulls the prior month's transactions across accounts, matches recurring vendors to how they were categorized before, and separates out what's new, large, or ambiguous. A second agent writes the review memo and drafts the client question list. Your bookkeeper reviews exceptions, not every line.
- Read-only access — agents never move money or post entries unapproved
- Categories are proposed from the client's own history
- Every flag comes with the reason it was flagged
- Amounts come from the bank feed, not from the model
plaid_get_transactions → {
"account": "Operating ••4471",
"period": "2026-08-01 → 2026-08-31",
"count": 312,
"transactions": [
{ "date": "2026-08-03", "name": "GUSTO PAYROLL", "amount": -18420.11 },
{ "date": "2026-08-14", "name": "SQ *NORTHSIDE SUPPLY", "amount": -2890.00 },
{ "date": "2026-08-22", "name": "WIRE OUT 00318", "amount": -12500.00 },
{ "date": "2026-08-27", "name": "STRIPE TRANSFER", "amount": 41205.73 }
]
}
reviewer → "312 transactions. 300 matched prior categories
with high confidence. 12 need review: a $12,500 outgoing
wire with no payee memo, a new vendor 'Northside Supply'
(3 charges, $6.1k total — likely COGS, confirm), and 8
card charges under $50 with no receipt. Drafted the
client question list for the three material items..."Crews a firm can run this month.
Describe the job in plain English and the workflow builder drafts a crew grounded in your own client list and chart of accounts. These are the ones firms start with.
New client document request
Send the onboarding checklist, request each item, follow up on what's missing, and track completeness in the client sheet.
Monthly transaction review
Pull the month's transactions through Plaid, propose categories from history, and flag new vendors, large items, and missing receipts.
Month-end checklist runner
Work through the close checklist per client, check off what's tied out, and draft the open-questions email for the rest.
Unpaid invoice follow-up
Pull overdue invoices from your billing system and send the right reminder for 7, 21, and 45 days past due.
Close-complete client update
When a client's books are closed, draft the status note with the three numbers they care about and the questions still open.
Friday firm digest
Summarize closes done, closes blocked, and documents outstanding across clients into a Slack post for the partners.
Agents draft. Your team approves.
Turn on approval for a workflow and every sensitive action — sending an email or text, creating or updating a record, writing a row — pauses the run and shows your operator exactly what the agent is about to do. Approve, reject with a reason, or answer the agent's question, from the dashboard or the API. Every step is recorded with its tool calls and tokens, so you can always see who approved what.
Built on what you already run.
Bring your own OAuth apps and credentials; everything is encrypted and scoped to your account. Missing a system you rely on? Tell us — connectors are how we prioritize.
Put a crew on next month's close.
Start free, connect your inbox and one client's Plaid account, and let a crew do the transaction review. Upgrade when it earns its keep.