Work completed.
Invoice missing.
A monitor visit or other contracted event happened, but no corresponding invoice can be found.
Founding study reviews
Your study earned it.
Account for it.
A clear view of what your clinical study earned, what was invoiced, and what was paid. With the records behind every finding.
One study. A defined scope. A hands-on review.
Study A
The financial picture.
Earned$487,200
Invoiced$451,900
Paid & matched$429,400
Uninvoiced or underbilled$35,300
Outstanding receivables$22,500
Every finding starts with a source record.
Fictional study data. Separately, $6,000 is received but not yet allocated. These are not customer results.
The records you already work with
Budget & amendmentsCompleted activityInvoicesPayments
A complete financial story
The gaps are
between the records.
A budget tells you what a site should earn. Activity tells you what happened. Invoices and payments tell you what followed. The review brings those records together.
Work completed.
Budget amended.
Old rate billed.
An updated payment schedule took effect, while subsequent activity was invoiced at the previous rate.
Payment received.
Match unresolved.
Money arrived, but the records don’t yet explain which invoice or activity it covers.
Follow one finding
A number is useful.
The evidence makes
it actionable.
See how a completed monitor visit becomes a question for the finance team. Each step explains what is known and what needs review.
This example uses fictional records. A finding still needs the site’s review before any billing action.
Synthetic example
$2,500Uninvoiced monitor visit
- Contract
A contracted fee
The approved budget provides a rate for a monitor visit.
- Activity
A completed visit
A calendar record provides evidence that the event occurred.
- !Invoice
No matching invoice found
The supplied invoice records do not contain the corresponding charge.
Start with one study
A focused review.
A useful next step.
For research sites with a study approaching financial closeout or a set of records that still needs reconciling.
Loom Study Revenue Review
$2,500Fixed fee · agreed scope
One study. One site. A defined review period.
- Earned, invoiced, and paid summary
- Discrepancies with supporting references
- Evidence gaps and recommended next actions
- A findings session with your team
Scope, source availability, and timing are confirmed before engagement. No guaranteed recovery amount.
- 01
Choose the study.
Discuss the reconciliation problem, the available records, and what a useful result would look like.
- 02
Review the records.
We reconcile an authorized package of exports, using Loom and manual preparation where needed. Your team reviews the contractual assumptions.
- 03
Work through the findings.
Get the financial summary, a discrepancy register, and a review session. Target delivery is ten business days after the complete package is accepted and work begins.
Built and delivered by the founder
Work directly with Loom’s founder.
Loom connects clinical activity and study finances through founder-delivered reviews. These first reviews are hands-on: we agree on the question, trace the records, and work through the findings together.
Founder, Loom
Before we begin
A few practical questions.
What records does a review need?
The agreed study budget and amendments, records of completed activity, invoices, and payment or remittance records. We review the file inventory together before confirming scope.
Do we need to connect our systems?
The initial review uses approved exports. It does not require a live connection to your EDC, accounting system, or other institutional systems.
How is our data handled?
We agree on the authorized data package, transfer method, access, and retention before you share records. Please do not submit patient information or study documents through a marketing inquiry.
Is Loom a finished, self-service platform?
Loom is in development. The study review is a founder-delivered service supported by the existing software, with manual preparation and human review where needed.
Does a discrepancy mean money will be recovered?
No. Findings may need clarification, may already be resolved elsewhere, or may not be collectible. We distinguish possible billing gaps, outstanding receivables, unapplied cash, and unresolved evidence. Your team decides the next action.
Let’s start with a conversation
One study.
A clearer picture.
Tell us what your team is trying to reconcile. We’ll discuss the records, the scope, and whether a review fits.