The Unified Operating System for Global Treasury

There’s a version of product development that only looks forward—racing toward the next "new" feature. At Loop, we believe in a more fundamental mission: fixing the fragmented global banking model.

Our journey began 12 years ago to help Canadian businesses access better financial services. Since then, we’ve moved from launching the world’s first multi-currency business credit card to our current, most ambitious chapter. We are building the unified financial operating system—a global treasury management platform that brings every part of your financial operations into one single place.

The quality of a treasury platform is measured by how effortless it is to move money across borders and how clearly you can see your total position. Today, we’re shipping a series of UI updates to Accounts and Settings that deliver on this vision, reducing the friction of daily operations so you can manage your global finances with total clarity.

Centralized Control: The New Accounts Experience

Managing global scale shouldn't mean logging into half a dozen different banks. We’ve evolved the Loop experience to ensure your entire financial footprint is visible and actionable from one dashboard.

• Consolidated Global View: View your Loop balances alongside linked external accounts in one unified list. Whether it’s CAD, USD, EUR, or GBP, your total liquidity is visible at a glance.
• Integrated External Management: You can now see account details, transfer funds, and make vendor payments for external accounts without ever leaving Loop.
• One-Click Precision: Your banking details are permanently visible in a sidebar with "copy to clipboard" actions, ensuring you’re always ready to receive or send funds.
• Contextual Intelligence: Tasks like transfers and conversions now surface automatically based on the account you’re viewing, streamlining the movement of capital between currencies.

Professional Governance via Settings

To support a true treasury function, your backend controls need to be as sophisticated as your front-end view. We’ve replaced our legacy navigation with a vertical sidebar to make managing security and scale the simplest part of your day.

• Multi-Entity Management: With the new Company Page, you can upload logos to distinguish between different accounts, making it seamless to manage multiple business entities in one place.
• Granular Treasury Permissions: Managing team access now opens in a dedicated, full-screen section, allowing for precise control over who can move money and view data.
• Visual Notification Mapping: New recipient bubbles show you exactly who is receiving alerts, ensuring your team stays aligned on every transaction.
• Consolidated Documentation: We’ve organized the platform for better auditability—Sales Integrations is now Third-Party Services, and all agreements are centralized under Documents.

One Place for Your Global Finances

These updates represent more than just a new look; they are the foundation of a platform built to handle serious financial operations. We are eliminating the "fragmentation tax" that global businesses pay when they have to jump between disconnected platforms.

By combining account management, multi-currency payments, and external bank connectivity into a single interface, we are giving you a true global treasury management platform.

Log in to explore how we’re centralizing your global finances.

— Cato

Cato Pastoll Co-Founder & CEO, Loop