Overview
In today’s fast-moving business environment, financial control and flexibility are key.
Loop’s expense management tools go beyond basic card limits — providing deep, customizable controls that help your team stay compliant, efficient, and accountable.
With Loop, you can:
Control how and where company money is spent.
Manage access for every team member.
Automate receipt collection and reconciliation.
Streamline expense tracking across departments.
Team Access and Permissions Management
Flexible Team Member Onboarding
Easily add multiple team members to your Loop account.
Assign each person a custom role — Admin, Bookkeeper, Member, or Read Only.
Maintain full control over who can view, edit, or manage financial data.
Customizable Permissions
Loop makes it easy to fine-tune access based on each team member’s role and responsibilities.
You can:
Limit view-only access for general employees.
Grant full editing rights to finance or admin roles.
Customize permissions per feature — from card management to reporting.
Key Permission Options
Transaction viewing rights
Card management capabilities
Reporting and analytics access
Budget creation and modification
User management controls
This flexible permission model ensures:
Every team member has the right level of access
Sensitive information stays protected
Financial oversight remains tight and transparent
Granular Spending Controls
Loop’s Dashboard offers precise, configurable spending controls to help businesses manage budgets effectively.
You can:
Block specific merchant categories (e.g., subscriptions, travel, or entertainment)
Restrict spending by currency (e.g., limit a card to CAD only)
Create personalized spend profiles for each team member
These controls allow you to:
Prevent unauthorized transactions
Align spending with company policies
Reduce financial risk and ensure compliance
Seamless Receipt Management
Manual Uploads
Team members can easily attach receipts to transactions by:
Navigating to Transactions → Cards
Selecting a specific transaction
Dragging and dropping the receipt file into the transaction details pane
Automated SMS and Email Receipt Matching
Loop’s smart receipt capture system makes expense tracking effortless:
Automatically receive SMS notifications for new transactions
Reply to the text with an image of your receipt — it’s instantly attached to the correct transaction
Sync seamlessly with your accounting software, ensuring receipts and notes flow directly into your reports
This automation reduces manual data entry and ensures every expense is accurately documented.
Strategic Benefits
With Loop’s expense management tools, businesses can:
Streamline expense tracking and reconciliation
Reduce administrative overhead through automation
Enforce clear spending boundaries
Empower teams with flexible but controlled financial tools
Maintain transparency across all transactions
The Loop Difference
Loop turns expense management into a controlled, automated, and transparent process.
With intelligent spend controls, permission-based access, and automated receipt tracking, you can maintain financial discipline — while giving your team the flexibility to move fast and spend responsibly.