Go to Loop

Loop Help Center

Search for any help questions or topics.

A Comprehensive Guide to Your First Onboarding Call with Loop

RJ
Reecha Jindal
Updated 10 months ago
Welcome to Loop! 

To ensure a smooth accounting onboarding experience, we have outlined the agenda for our first onboarding call. This call is designed to gather essential information about your current accounting practices and introduce the accounting features of Loop and onboard you.

Agenda for our First Onboarding Call:

1. Introduction [5 minutes]: Introduce ourselves and discuss the agenda for the call.

2. Understanding Your Current Accounting Practices [10 minutes]: For the initial few minutes we will understand more about your current accounting practices related to third-party delivery merchants. e.g.:
  • Software in use
  • Charts of accounts you reconcile today
  • Discuss your main pain points
3. Overview of the Loop Accounting Module [5-7 minutes]: Next, we'll provide an overview of the Loop accounting module and how it can streamline your accounting processes. and review the chart of accounts available for reconciliation 

4. Steps of Onboarding [5-7 minutes]: We'll outline the steps involved in the onboarding process. Typically it is:
  • Connecting your bookkeeping software
  • Mapping your GL codes with the right transaction type
  • Defining your cadence
5. Details We Need from You [5 minutes]: To tailor the setup, we'll discuss the specific details we require from you, such as:
  • GL codes for different charts of accounts
  • Samples of previous JEs
  • Cadence preference for generating JEs
  • Login Details for integrating your bookkeeping software
6. Q & A [5-10 minutes]: towards the end, we will address questions or concerns you may have

Next Steps:
Once we have gathered the necessary information:
1. We'll get to work together to initiate the onboarding process
2. Complete the set up
3. Share the first sample of JE within a week and update the Loop Dashboard for your review
4. Schedule a follow-up call for your feedback and validate the data shared. 

If you have any questions before the onboarding call or need assistance, feel free to reach out to our support team at support@tryloop.ai.
Did this answer your question?
😞 😐 😃