Client Accounting is now integrated into Loop
We've fully integrated a complete property accounting system directly into Loop, creating a powerful, all-in-one solution for ambitious letting agents.
Now you can manage every aspect of your business, from prospecting to client financial transactions, seamlessly from a single platform.
Loop is the clear choice for independent agents looking to grow without the administrative complexity.
Effortless. Accurate. Agile.
The smart way to manage client money.
We believe client accounting should be effortless. That’s why Loop's software streamlines payment processing and reconciliation, so you can ditch the busywork and get back to what you do best. Our customer-led development strategy means we move as quickly as you do. This isn't just software; it's your key to a more efficient financial workflow.
Your lettings finances, all in one place.
Stop jumping between spreadsheets and platforms. Our dedicated accounts dashboard gives your lettings team a real-time, comprehensive view of all client money. From rent collected to upcoming payments, you’ll have clear summaries and actionable insights at your fingertips, so you can reconcile and report with unprecedented clarity and control.
The easiest way to handle client money.
Are you still processing client payments the hard way? Loop makes it simple. Our platform streamlines every step, from receipting payments and reconciling accounts to preparing statements and payouts in a few clicks. We generate a bank-compatible file so you can eliminate manual data entry and have the flexibility to trigger payouts whenever you want.
One-click financial control.
Take control of your finances with our all-in-one Receipt and Reconcile module. It automates reconciliation by instantly matching bank statements to your records. From receipting income and logging expenses to reconciling accounts, it's all done on one screen, saving you time while ensuring your client's money stays compliant.
Full compliance, zero hassle.
Staying compliant has never been easier. Our Client Accounts module helps you confidently meet legal obligations by providing a clear audit trail for every transaction. It logs and traces all client money activities, from rent to contractor payments, so you can manage your finances accurately, securely, and in line with current regulations.
Hear from our first Client Accounts customer:
"Loop Client Accounts is a game-changer! It's freed up so many hours weekly thanks to automated reconciliation and smooth payments."
Chris Stone - Elite Property
Finally, financial management that works for you.
The smartest way to manage your agency's money.
Loop Client Accounts is built for real users. It streamlines your financial management, boosts productivity, and helps your agency thrive.
A single source of truth, always accurate.
Say goodbye to manual accounting errors. Loop ensures consistent and accurate reconciliation by creating a single source of truth for your accounts, driven entirely by bank statements.
Simply upload your bank statement, and your settings will automatically save for future imports, ensuring transactions are correctly aligned to minimise errors.
- Transactions are automatically aligned, drastically reducing the chance of manual mistakes.
- Bank statement settings are saved, making future imports quick and effortless.
- By using a single source of truth driven by bank statements, your accounts are always consistent and correct.
Tailored tenancy payment management.
Easily customise matching rules for references, payees, and descriptions to effortlessly link statement transactions to every tenancy. Loop maintains accuracy and will even flag discrepancies with your payment rules for your review.
- Set up your own rules for matching references, payees, and descriptions to fit your specific needs.
- Seamlessly connect transactions to the correct tenancies, saving you time and effort.
- Loop automatically flags any payments that don't match your rules, so you can review and correct them with confidence.
One-click reconciliation.
Overwhelmed by multiple transactions? Loop cuts through the complexity. You can now receipt and reconcile all transactions in just one click, drastically reducing manual input and the need to review each one individually.
- Process multiple transactions at once, saving you valuable time.
- Say goodbye to reviewing transactions individually.
- Reconcile your accounts with a single click and move on to more important tasks.
Automate incoming payments.
Loop automates applying incoming payments, either by a priority list you set (like rent first) or by covering the oldest debt. This functionality automatically matches incoming funds to the correct tenancy charges, saving you valuable time, eliminating errors, and giving you crystal-clear financial oversight.
- Customise a priority list to ensure funds are applied exactly as you want, such as paying rent before other charges.
- Incoming funds are automatically matched to the right tenancy charges, removing the need for manual reconciliation and data entry.
- With payments automatically sorted and applied, you get a transparent overview of your agency's finances and each tenancy's status.
Learn more about Client Accounts
It helps your team work more efficiently, manage properties and clients with ease, and ultimately, grow your agency.
Simple, transparent pricing.
Client Accounts by Loop
We believe our Client Accounts module should be accessible to all companies, no matter the size. Our pricing is clear and honest, with no hidden fees, tie-ins, or small print.
Client Accounts pricing - £1 + VAT per managed property
- Simplify your Lettings Accounts
- Take control of your Lettings Portfolio
- Reconciliation, automated
- Instant visibility, total control
Ready to get started?
Join other estate agents all across the UK who are winning with Loop every day.We offer personalised onboarding, zero-cost data migration, and a team that is always approachable.
