WorkLoopie Review Insights

Overall Review Rating

5.0

Quality 5.0
Schedule 5.0
Cost 5.0
Willing to Refer 5.0

Top Mentions

Review Highlights

Alignment with Client Values

Clients appreciated WorkLoopie's alignment with their company values, which was a deciding factor in choosing them over competitors. This cultural fit contributed to a more collaborative and effective working relationship.
Deep Understanding of Client Needs

WorkLoopie received commendations for their deep understanding of client requirements and business processes. Their approach was described as thoughtful and intentional, ensuring that solutions were tailored to specific business needs without being cookie-cutter.
Strong Project Management

Clients praised WorkLoopie for their project management skills, highlighting their ability to adhere to deadlines and milestones. Effective communication and proactive engagement were noted as key strengths in maintaining project timelines.
Expertise in Process Automation

WorkLoopie has demonstrated strong capabilities in automating internal processes, effectively integrating various tools and systems to streamline operations. Clients noted significant improvements in efficiency, such as faster candidate onboarding and reduced client onboarding times.
No Major Areas for Improvement

Clients did not identify significant areas for improvement, reflecting satisfaction with WorkLoopie's services. The feedback suggests a high level of client satisfaction with no substantial criticisms or suggestions for change.

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AI Agents AI Consulting AI Development
Productivity AI Agents Recruitment & HR AI Agents Workflow AI Agents
Confidential
May - Sep. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"WorkLoopie's knowledge and understanding of our needs were impressive."

Oct 29, 2026

Head of Operations & Finance, Mimak Care

Bruno Lima

Other industries
London, Ontario
51-200 Employees
Online Review
Verified

WorkLoopie provided software integration services for a healthcare staffing agency. The team connected the client's ATS, communication tools, and Microsoft products, and created AI agents to ease onboarding.

The team communicated effectively. WorkLoopie's knowledge and understanding of the client's needs were key elements of their work.

BACKGROUND

Introduce your business and what you do there.

We provide healthcare staffing solutions, connecting skilled healthcare professionals with hospitals, long-term care facilities, and clinics to enhance patient care quality.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with WorkLoopie?

We needed help automating our internal processes. We had the tools we need to help for them to talk to each other in one process.

SOLUTION

What was the scope of their involvement?

WorkLoopie helped us optimize our ATS process and candidate flow. They connected several software tools to work as one through a seamless integration. The tools included our ATS, communication tools, and Microsoft products.

What is the team composition?

We worked with 2–5 teammates from WorkLoopie.

How did you come to work with WorkLoopie?

We found them on Reddit. We chose them because they were a great culture fit.

What is the status of this engagement?

About 3-4 months

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Faster candidate onboarding and hiring, clear communication from end to end.

How did WorkLoopie perform from a project management standpoint?

Great, stay within deadlines and milestones.

What did you find most impressive about them?

WorkLoopie's knowledge and understanding of our needs were impressive.

Are there any areas they could improve?

Carrie and the team has all the tolls to hep any company successful

RATINGS

5.0

CRM Consulting and SI Custom Software Development Low/No Code Development
Less than $10,000
Sep. - Oct. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They genuinely care about helping businesses succeed."

Jun 24, 2026

Owner, Those Fitness Chicks

Anonymous

Fitness
Oak Forest, Illinois
1-10 Employees
Online Review
Verified

WorkLoopie provided software development services for a fitness coaching company. The team worked to reduce client onboarding time and integrate multiple systems into a unified workflow.

WorkLoopie's work reduced the client's onboarding time by more than 50%. The team was intentional and thoughtful, listening to the client and asking questions to better understand their business. They were also proactive with follow-ups, updates, and communication.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Those Fitness Chicks

Describe what your company does in a single sentence.

Lifestyle and fitness coaching

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire WorkLoopie to accomplish?

Reduce Client Onboarding time by 60%
Integrate multiple systems into a unified workflow to ensure data is consistently stored across all platforms.

SOLUTION

How did you find WorkLoopie?

Other

Why did you select WorkLoopie over others?

Company values aligned

How many teammates from WorkLoopie were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Reducing client onboarding time.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reduced onboarding time by more than 50% per client.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Working with WorkLoopie has been a game changer for how I onboard new clients. They have helped to automate the process and cut my onboarding time from 15 - 20 minutes down to 8 minutes. This helps take up less of a new client’s time and enhances the overall experience for them as well. I am already planning a second round of automation with WorkLoopie to bring the onboarding time down even further, aiming for a 3 - 5 minute process.
WorkLoopie's team has been intentional and thoughtful. They listen, asks questions, and really make you feel confident in their approach and their commitment to understanding your business bottlenecks. Nothing feels cookie cutter but built to support your business needs and how you operate.
They have also been proactive with follow ups, updates, and communication. They genuinely care about helping businesses succeed. I highly recommend WorkLoopie for any business, big or small. I am sure my relationship with them will be ongoing.

What was your primary form of communication with WorkLoopie?

Virtual Meeting

What did you find most impressive or unique about this company?

Client care and concern was above and beyond.

Are there any areas for improvement or something WorkLoopie could have done differently?

RATINGS

5.0

AI Consulting AI Development Low/No Code Development
Less than $10,000
Feb. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

“They delivered when other contractors had failed.”

Jul 30, 2026

Owner, Trail Sports

Patrick Gallagher

Retail
Canmore, Alberta
11-50 Employees
Online Review

WorkLoopie provided automation services for a specialty retailer. The team automated the process of reading invoices, interpreting data, and inputting it into QuickBooks.

WorkLoopie reduced 208 hours of manual data entry to zero, improved invoice entry accuracy, and stored invoices in QuickBooks for better records. The team was extremely responsive and efficient, took the time to understand the client's needs, and delivered a high-quality product.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Trail Sports

Describe what your company does in a single sentence.

We are a specialty retailer.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire WorkLoopie to accomplish?

Eliminating manual entry and tax-coding errors, with an automation from email to Quickbooks
Keeping me away from my computer.

SOLUTION

How did you find WorkLoopie?

Referral

Why did you select WorkLoopie over others?

Great culture fit
Other

How many teammates from WorkLoopie were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Read invoice coming in to my inbox. Interpret the data, including item descriptions, invoice numbers, date, due date, GST and bring that data into QuickBooks.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

208 hours of manual data entry reduced to 0. Invoice entry is more accurate than manual entry. Invoices are stored in QuickBooks for better records.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are extremely responsive and efficient. They took the time to understand my needs and correct issues to deliver a high quality end product.

What was your primary form of communication with WorkLoopie?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

They delivered when other contractors had failed.

Are there any areas for improvement or something WorkLoopie could have done differently?

No notes, they were great.

RATINGS

5.0

Showing 1-3 of 3 Reviews

Accounts Receivable Automation

WorkLoopie builds AI-powered accounts receivable automation for SMBs drowning in manual invoice entry. Using your choice of middleware, we extract invoice data, apply tax logic, and sync straight to your accounting platform. No more manual entry, no more chasing suppliers for missing invoices just accurate books and a faster monthly close.

Small

Small teams with standardized vendors

$200 /month

Email monitoring & PDF attachment detection
Vendor ID & account matching
Line items, freight & subtotals & Tax amounts by category
Bill creation
✓ Audit log

Medium

Growing teams with mixed supplier data

$300 /month

Email monitoring & PDF attachment detection
Vendor ID & account matching
Line items, freight & subtotals & Tax amounts by category
Bill creation
✓ Audit log

Large

High-volume, high-variance operations

$400 /month

Email monitoring & PDF attachment detection
Vendor ID & account matching
Line items, freight & subtotals & Tax amounts by category
Bill creation
✓ Audit log

Features	Small $200 /mo	Medium $300 /mo	Large $400 /mo
Email monitoring & PDF attachment detection
Vendor ID & account matching
Line items, freight & subtotals & Tax amounts by category
Bill creation
✓ Audit log

Small $200 /mo
Email monitoring & PDF attachment detection
Vendor ID & account matching
Line items, freight & subtotals & Tax amounts by category
Bill creation
✓ Audit log

Medium $300 /mo
Email monitoring & PDF attachment detection
Vendor ID & account matching
Line items, freight & subtotals & Tax amounts by category
Bill creation
✓ Audit log

Large $400 /mo
Email monitoring & PDF attachment detection
Vendor ID & account matching
Line items, freight & subtotals & Tax amounts by category
Bill creation
✓ Audit log

Our Story

We’re WorkLoopie — a team of builders and operators forged “in the trenches” of advertising, sales, SaaS and RevOps. From Chicago and Raleigh we design human-centered, ethical automations and clean workflows (HubSpot, Monday, Make, Zapier, etc.) that stop busywork, align data, and scale operations. We’ve transformed 15+ businesses, prioritize community and continuous learning, and partner to deliver measurable, people-first results.

What Sets Us Apart

Automation with Integrity

Every workflow, integration, and AI action is designed with clarity, transparency, and ethical use at the core.

Human-Centered Efficiency

Automation should amplify people, not replace them. Our solutions free teams from repetitive tasks so they can focus on what they're great at.

Results Over Noise

We don't automate for the sake of automation. We build toward measurable outcomes — faster processes, fewer errors, better customer experiences.

Quick Facts

1 year in business

Team Breakdown

Implementation Team (3)

Tools and Technology

Microsoft Teams

Monday.com

Zapier

Make

HubSpot

Pipedrive

Microsoft Excel

Google Sheets

Commonly Asked Questions

WorkLoopie's collaboration model centers on a seven-step process: Discover → Audit → Design → Build & Integrate → QA & Review → Go Live & Stay On → Governance. The emphasis throughout is on people and outcomes, not just the mechanics: Discover — understanding the client's business, pain points, and goals before touching any tools Audit — mapping current workflows and systems to see what's actually happening day to day Design — architecting the solution around how the team really works Build & Integrate — implementing and connecting the automation across existing tools QA & Review — testing with the client, not just internally, to confirm it solves the real problem Go Live & Stay On — launching with support rather than a handoff-and-disappear approach Governance — ongoing oversight so the workflows keep working as the business evolves

Verified means Clutch independently confirmed WorkLoopie is a legally registered business,
has had its financial risk status checked (Creditsafe: Moderate Risk), and is backed by 2 verified client reviews averaging 5.0 stars.

Learn More

Verified Client Reviews: 2

Overall Review Rating: 5

Source: Clutch

Last Updated: October 29, 2026

Business Entity

Business Entity Name	Workloopie LLC
Source	North Carolina Secretary of State
Jurisdiction of Formation	North Carolina
Date of Formation	November 3, 2025
Status	Active
Last Updated	July 4, 2026
ID	3166566

Credit Report Results

International Credit Risk Assessment	Moderate Risk
Source	Creditsafe
Last Updated	July 9, 2026

Learn More About The Clutch Verification Process

Locations (1)

15101 Ridgeland Avenue Oak Forest, IL, United States 60452

2 - 5

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Mimak Care Corporation

(1)

Bruno Lima

Trailsports Canmore

(1)

Patrick Gallagher

WorkLoopie

(1)

Carrie Fifield

WorkLoopie

Copy and Paste is not a Career Skill

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Reviews

WorkLoopie Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Alignment with Client Values

Deep Understanding of Client Needs

Strong Project Management

Expertise in Process Automation

No Major Areas for Improvement

Reviews mentioning:

WorkLoopie Reviews

Software Integration Services for Healthcare Staffing Co

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Custom Software Development for Fitness Coaching Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Automation Services for Specialty Retailer

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Portfolio & Awards

Packages

Accounts Receivable Automation

Small

Medium

Large

About the Team

Our Story

What Sets Us Apart

Quick Facts

Team Breakdown

Tools and Technology

Commonly Asked Questions

How do you typically collaborate with clients?

Verification

Business Entity

Credit Report Results

Location

Locations (1)

Contact

Connect with WorkLoopie on Social

Connections

Mimak Care Corporation

Trailsports Canmore

WorkLoopie