Roam raises $10M in latest funding round
Automate AR, close, and revenue with AI
Automate finance workflows with AI that's deterministic, auditable, and built for control.
[ roam ]
Your finance workflows, running themselves.
[01]
Accounts Receivable
Monitor invoices, follow up on collections, reconcile payments, and escalate exceptions.
Customer
Amount
Status
Acme Inc.
$24,500
overdue
Northstar
$18,200
Pending
Linear Lab
$9,800
paid
Payment reminder sent
To
finance@acme.com
Re
Invoice #1048
PAYMENT MATCHED
+$9,800 / Linear Labs
Reconciled
[02]
Month-End Close
Pull data, run reconciliations, flag discrepancies, and move work through approvals.
September Close
18 / 23 complete
Bank reconciliation
Deferred revenue
Accrued expenses
Reviewing
Intercompany
2 exceptions
1,284 transactions reconciled
[03]
Revenue Recognition
Apply recognition rules, validate contracts, and surface exceptions before they reach the books.
RECOGNITION SCHEDULE
Contract value
$120,000
Recognized / month
$10,000
Month
Amount
Status
Mar
$10,000
paid
Apr
$10,000
paid
May
$10,000
paid
Jun
$10,000
paid
1 exception flagged
Review required →
[ how it works ]
AI executes. Your rules stay in control.
[01]
LoopFour works across the ERP, CRM, and finance tools you already use.
[02]
Set the rules, approvals, and exceptions that govern how work gets done
[03]
Agents run the workflow, log every action, and escalate what needs review.
[ why roam ]
The way finance should've been done in the first place
Typical AI agents
AI that decides as it goes - Built around prompts and probabilistic outputs. Great for experimentation, harder to trust with financial operations.
Prompt-driven execution
Unpredictable outputs
Limited auditability
Breaks as workflows change
Human review after the fact
Roam
Agents execute predefined workflows across your existing systems, with clear boundaries for what happens automatically and what reaches your team.
Deterministic execution
Defined controls
Every action traceable
Exceptions routed to humans
Built into your existing stack
[ integrations ]
Works with the tools you already use
Connect your ERP, CRM, billing, banking, and data infrastructure.
Gmail
Outlook
Slack
Airbase
QuickBooks
Xero
Salesforce
Recurly
Microsoft Teams
Stripe Payments
Midday Desktop
Snowflake
Ramp
Google Drive
Zuora
Zapier
HubSpot
Airwallex
Dropbox
Workato
Chargebee
Pipedrive