Case Study: Loom achieves streamlined, all-in-one travel, corporate card, and expense management with TripActions

Loom switches from Brex to TripActions Liquid™ for a streamlined, all-in-one solution

Loom, the asynchronous video messaging company with 14 million users across 200,000 companies and rapid — roughly 900% year-over-year — growth, faced a scaling problem: a fragmented finance tech stack (Brex + Paylocity) that required heavy manual expense review, poor coding controls, and a cluttered chart of accounts, creating bottlenecks for a growing hybrid workforce.

Loom switched to TripActions Liquid, a unified travel, corporate card, and expense-management platform with custom fields, real-time dashboards, and enforceable policy controls. The change eliminated manual system bridging, kept the chart of accounts clean, enabled self-serve spend visibility for managers, allowed the company to issue cards broadly, and freed finance to focus on strategic work while supporting team culture.

Loom

Connie Nguyen

Senior Manager of Finance