FloQast

Overview

FloQast is close management software built by accountants for accountants so they can close faster and more accurately. We know how important Microsoft Excel and the General Ledger are in your day to day, which is why we built FloQast to seamlessly integrate with your existing systems and checklists to work the way your team does. FloQast provides a single place to manage the close and give everyone visibility. It improves team alignment and is the future of the month-end close.

Our setup team of CPAs handle 95% of the heavy lifting during setup, and will have you up and running in less than two weeks. Our platform is so intuitive that it may not be necessary (seriously), but we provide free training anyway. If needed, we can help organize your close further with templates. Support is always free for our clients. Get help from accountants, not tech admins; call, email, or visit our knowledge base anytime!

Transform your Excel checklist into a collaborative tool for the whole team. Stay on track with alerts, and gain transparency into real-time close status. Attach review notes to checklist items or reconciliations, and assign them to team members. Export everything to reduce back and forth with auditors.
FloQast mirrors your existing folder structure, pulling ending balances directly from your Excel workbooks so you can review all account reconciliations from one. FloQast integrates with your ERP and supporting schedules to automate the Trial Balance tie-out process.

Key Features

  • Manage all the moving parts of your accounting team by connecting your process, people, documents and reconciliations in the cloud.
  • FloQast’s advanced APIs pull your GL balance and match it with your Excel workbooks to automate the reconciliations process.
  • Automatically roll forward your checklist, reconciliations and supporting documents, so you can maintain a standardized folder structure and process without the administrative burden.
  • Know if you’re on track or falling behind with a real-time month end close status dashboard, and get email alerts for unreconciled items so nothing falls through the cracks.

Specifications

Pricing

Starting from:
$125/mo per user, billed annually, licensed in packs (* Licensed and billed annually, starting at $9,000/yr for up to 5 users; $15,000/yr for up to 10 users.)
Pricing model:

Screenshots

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