Finance Automation That Puts Your Cash Flow on Autopilot
Automated P&L, cash-flow forecasting, AR follow-up, and tax set-aside — beyond the dashboard. In development, rolling out to partner accounts.
Seeing your numbers is step one; acting on them is where owners run out of time. Full Loop's finance automation — actively in development — builds on the real-time dashboard with automated P&L, cash-flow forecasting, AR follow-up sequences, and tax set-aside, so your finances don't just report themselves, they manage themselves.
Why a dashboard alone isn't enough
Knowing you have unpaid invoices or a tax bill coming doesn't help if you don't have time to act on it. Owners get surprised by cash crunches and tax bills not because the data was hidden, but because nothing was automatically doing something about it.
How Finance Automation Works
Automated P&L
Your profit-and-loss statement is generated and kept current automatically, so you always know what you actually made without assembling reports.
Cash-flow forecasting
Projected cash flow shows what's coming based on scheduled jobs and outstanding balances, so you can see a crunch before it arrives.
AR follow-up sequences
Overdue receivables trigger automated follow-up sequences until they're paid, turning collections from a chore into a background process.
Tax set-aside
The system helps set aside what you'll owe as revenue comes in, so tax time doesn't blindside your bank account.
Finances that manage themselves
You always know what you made, what's coming, and what to keep on hand — without a bookkeeper or a second app. Your finances move from reporting to running themselves. This capability is rolling out to partner accounts as it ships.
Finance Automation — Frequently Asked Questions
Is finance automation available now?
It's in development and rolling out to partner accounts as it ships, included in your subscription. Today you already get the real-time finance dashboard; finance automation extends it into forecasting, follow-up, and tax set-aside.
What will finance automation do?
Automated P&L, cash-flow forecasting, automated AR follow-up sequences, and tax set-aside — so your finances act, not just report.
How is it different from the finance dashboard?
The dashboard shows you the numbers in real time; finance automation acts on them — forecasting cash, chasing receivables, and setting aside taxes automatically.
Do I need a separate accounting app?
No. Finance automation is designed to run inside Full Loop alongside payments, invoicing, and bookkeeping, so you don't need a second system.
Related Features
Finance
Real-Time Finance Dashboard
Revenue, outstanding invoices, payroll costs, and profit/loss — live, in one view, without a bookkeeper.
Back Office
Automated Bookkeeping
Transaction categorization, bank reconciliation, and a CPA-ready monthly close — kept current in real time. In development, rolling out to partner accounts.
Payments
One-Click Payroll
Verified hours times each worker's rate, calculated automatically — review and pay in a single click, with 1099-ready tracking built in.
Or browse the full feature overview.
Ready to Put Finance Automation to Work?
Full Loop CRM is built for your business from the ground up — one platform that generates leads, closes them, books the work, and runs the back office. Limited partnerships available.
Request Your Partnership