Bank statements, reviewed
Import CSV, OFX, QFX or QBO statements. Rules, remembered choices and AI suggest categories. Review the account and VAT treatment before approving entries.
Looped Financials New
Your books, ready for review.
Import a statement or bring last year’s balances. Looped proposes every entry, keeps the double-entry ledger and prepares your reports and annual financial statements.
30-day Business trial from company creation. No card required.
Financials / Statement upload
OCTOBER · BUSINESS ACCOUNT
Review, then post.
Sample statement. Choose an account, then approve the line. Nothing here changes your books.
Office rent8 Oct-R4 500,00
Train fare3 Oct-R2 400,00
Cleaning services12 Oct-R3 375,00
Review the proposed accounts before approving. This is sample data.
The books underneath
A double-entry ledger, chart of accounts, opening balances and journal entries. Manage financial years, lock closed periods and keep an audit trail.
Bills, invoices and balances
Capture supplier bills and record payments. Unlimited invoices, quotes and clients are included, so customer balances live in the same books.
Annual financial statements, from the ledger
Income statement, balance sheet, cash flow and changes in equity under IFRS for SMEs, full IFRS, FRS 102 or 105, or US GAAP, with comparatives. Looped's assistant drafts the notes from your books, you edit them, and you export the pack as a PDF.
Other currencies
Record transactions in other currencies, keep your exchange rates on file and revalue foreign balances at the end of a period.
Assets over their lifetime
Keep a fixed-asset register, run depreciation and record disposals. Bring asset movements into your reporting.
Agent built in
Ask Looped the way you’d ask a colleague.
Every app has an agent inside it with the tools to do the work, so you can ask it to import a statement, log an hour or draft an invoice. It takes the same steps you’d click through yourself, and then hands the result back to you for review before anything is posted or sent.
Agent
“Import this statement and categorise it for me.”
bank-statement.csvLooped
- Read bank-statement.csv · 42 lines
- Skipped 2 duplicates
- Proposed accounts for 40 lines from your rules, memory and AI
38 ready to post, 2 need a second look.
Reports come from your own books.
Ask how this quarter compares with the last one, and Chat prepares the financial report from the entries you’ve already approved.
Put the Friday invoices on a schedule.
Save a prompt as a Routine, choose when it runs and in which timezone, and pause it whenever you like. Every run is kept in its history, so you can see exactly what it did.
Try it on this month’s bank statement.
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No credit card required. Bring your team or your bookkeeper in when you’re ready.