The Workflow Shift Your Finance Team Needs...

Hi everyone,

This is a recap of everything we've shipped, announced, and accomplished over the last quarter. It's been a solid run with major product launches, strategic partnerships, and significant media coverage. Here's what happened:

🚀 Product Launches

Free Tier (January 2026)

We launched our free tier to support early-stage startups—a major shift in how we're positioned. This wasn't just a feature release; it fundamentally changed our narrative around accessibility and fair pricing in the AR automation space.

Results:

• 266 press pickups with 10M+ impressions within 48 hours

• Featured quotes from Kim Walch (Rio Finance) and Trish Emhof, both emphasizing how legacy finance software prices out early-stage companies

• The release resonated deeply because we solved a real problem: startups can't justify $30K-$100K annual spend on finance

  tools

Key messaging: "Finance tools should follow the cost curve of compute. We built JustPaid without the legacy baggage."

Loopfour.ai Launch (January 2026)

We quietly launched loopfour.ai—a new integration platform for financial data movement. This is our infrastructure play.

What it does:

• AI-Powered Finance Automation - Describe workflows in plain English, deploy in minutes. No code required.

• Smart Data Movement - Move financial data cleanly across systems (Salesforce, HubSpot, NetSuite, QuickBooks, Stripe, etc.)

• Pre-Built Templates - Invoice processing, payment recovery, approval routing—ready to deploy out of the box

• Custom AI Agents - Invoice Agent, Receipt Agent, Contract Agent—all built for finance teams

• Human-in-the-Loop - Slack approvals, email notifications, and custom webhooks for multi-level approvals

• Enterprise-Ready - SOC 2 Type II Certified, backed by Y Combinator

Why it matters: This positions Loopfour as foundational infrastructure. We're not just a billing tool—we're building the plumbing that modern finance teams need. The comparison we're drawing is Stripe did this for payments; we're doing it for financial data movement.

Stay Tuned: Website launch coming soon. This is going to be big—watch this space for the full public launch and deeper integration capabilities.

🍽️ Strategic Events & Community Building

Founders & Finance Leaders Dinner with CLA (November 2025)

JustPaid co-hosted an exclusive Founders & Finance Leaders Dinner with CliftonLarsonAllen (CLA), a premier tax and accounting firm. This intimate gathering brought together forward-thinking founders, CFOs, and finance leaders:

Event Details:

• Date: Tuesday, November 11, 2025

• Location: Xebec SF (131 Gough Street, San Francisco)

• Attendees: 22 founders, CFOs, and finance leaders

• Co-Hosts: Daniel Kivatinos, Anelya Grant, and Stephen Estes (CLA Principal)

• Theme: Conversation around finance operations, automation, and startup growth

• Sponsor: CliftonLarsonAllen (CLA)

Why It Matters: This event signaled JustPaid's commitment to building a community of forward-thinking finance leaders while positioning CLA as a trusted partner for tax and accounting advice. The dinner format allowed for meaningful conversations beyond product pitches—exactly the kind of relationship-building that creates long-term partnerships.

2026 Quarterly Series Planned: We're organizing a quarterly dinner series in San Francisco with rotating sponsors:

• January 21, 2026

• February 24, 2026

• March 25, 2026

• April 23, 2026

These intimate events are curated for Series A/B founders and CFOs, featuring structured discussions on finance automation and business growth.

📢 Press & Media Coverage

Major Broadcast Appearance: NBC New York (January 2026)

Daniel featured as AI cybersecurity expert on NBC NY - 870K viewership

This was a last-minute booking that Kayla pulled together in less than 24 hours. Daniel appeared on NBC New York as an AI expert discussing immediate steps people can take to protect their information when Apple devices are stolen.

Key Details:

• Air Date: Friday, January 9, 2026

• Viewership: 870,000 viewers

• Positioning: Daniel was invited specifically as an AI expert with credibility in information security and data protection

• Anchor: Chuck Scarborough (@chuckreports), NBC New York's senior correspondent

• Impact: Direct exposure to NY metro market during prime news segment

This appearance positioned Daniel not just as a fintech founder but as a thought leader on broader tech and security issues—excellent brand expansion beyond our core product narrative.

🔄 What's Next

1. Loopfour.ai Website Launch - Full product reveal and public beta access

2. Quarterly Founder Dinners - Continuing the series with new sponsors and expanded partnerships

3. More Media Opportunities - Multiple publications interested in our team and product innovation

💡 The Story We're Telling

We've shifted from "AR automation tool" to "modern finance infrastructure company." The narrative arc is:

• Legacy finance tools are broken (pricing, experience, flexibility)

• JustPaid solves immediate AR/billing pain (free tier + enterprise features)

• Loopfour is the foundation (data movement at scale, API-first)

This positions us for bigger conversations beyond just product features—we're architecting the future of how companies operate financially and securely.

That's the wrap on Q4 and early Q1. A lot of momentum, solid press cadence, two major product initiatives that are resonating in the market, strong positioning of leadership team as industry voices, and a growing community of forward-thinking finance leaders.

Best,
Team JustPaid