FloQast Reviews & Product Details

From a Chartered Accountant’s perspective in RTR, what I like best about FloQast is how it brings structure and transparency to the close process. It simplifies reconciliations, provides clear visibility into close status, and ensures strong audit trails. This reduces manual follow-ups, improves accuracy, and allows me to focus more on analysis and reporting rather than coordination.

Also its ease of use and ease of implementation, which allow the team to get productive quickly without heavy training. The tool integrates smoothly with existing ERPs, making integration seamless and reducing manual work. Its strong customer support ensures quick resolution of issues during close. The frequency of use reflects how naturally it fits into daily RTR activities, and the right number of features keeps the close process efficient without adding unnecessary complexity. Review collected by and hosted on G2.com.

During month-end close, when a client had entity-specific reconciliation requirements and ad-hoc adjusting entries, FloQast’s standardized checklist and reconciliation formats didn’t fully accommodate these exceptions. This led to maintaining parallel Excel trackers outside the system, increasing manual effort and the risk of version-control issues, which partially offsets the efficiency benefits FloQast aims to provide. Review collected by and hosted on G2.com.

his is a core strength. FloQast automates the tie-out process by pulling General Ledger (GL) balances directly from your ERP system, which significantly reduces manual data entry and the time spent on preparing simple reconciliations. The AutoRec Matching feature automates transaction-level matching for high-volume accounts like bank reconciliations Review collected by and hosted on G2.com.

Some users report that while it's great for reconciliation tracking and overall close management, it may lack the granular transaction-level detail and advanced functionality of some other enterprise-grade reconciliation-focused platforms. Its flux (variance) analysis tool also has some reported limitations Review collected by and hosted on G2.com.

I love how easy floqast is to use. It is extremely user-friendly and has an abundance of features. Each day that I use floqast, I am introduced to a feature I did not know. Floqast also sends email updates and trainings that I can take advantage of to learn more about their tools. The platform keeps everything organized, transparent, and easy to track and works so well with excel! The automated reminders and checklists make sure nothing slips through the cracks, which helps reduce stress during month-end. Review collected by and hosted on G2.com.

The only minor issue is the occasional lag in updates when a lot of people are working in FloQast at once, but it’s not a dealbreaker. Also, the setup and customization phase can take a bit of time to fine-tune Review collected by and hosted on G2.com.

I really appreciate how FloQast helps keep our team organized. Since our team is small and each member handles a variety of responsibilities, FloQast makes it much easier for us to stay on track and ensures that all our documentation is centralized. This way, anyone can step in and take over a task whenever necessary. While we primarily use FloQast for our monthly close process, we're also in the process of moving our daily and weekly tasks into the platform. Review collected by and hosted on G2.com.

Based on my experience with FloQast, I truly can't find anything that I dislike about it. If I were to suggest one improvement, it would be the addition of a dedicated area for managing daily or weekly tasks that aren't tied to a specific project or the close dashboard. Review collected by and hosted on G2.com.

I appreciate that it's a one-stop shop for all my tasks, whether they're daily responsibilities or related to month-end close. I use it every single day, and it helps ensure I don't overlook anything. It's also straightforward to use.

I wasn't involved in implementation , integration nor needed to talk to costumer support. Review collected by and hosted on G2.com.

I wish there were an out-of-office feature, so that when I return from PTO, I wouldn't have to manually review and mark as done all the tasks that were delegated or skipped during my absence. It would also be helpful to have a way to check multiple tasks at once in these situations, or to skip completion of those tasks. Review collected by and hosted on G2.com.

What I like best about FloQast is how it centralizes and automates the month-end close process. The checklists, task tracking, and automated reconciliations make it easy to see exactly where we are in the close at any time. It’s intuitive, collaborative, and eliminates the chaos of managing the close through spreadsheets and emails. The visibility it gives our leadership team is a huge bonus. Review collected by and hosted on G2.com.

While FloQast is an excellent tool overall, the initial setup and integration process can be time-consuming, especially for larger or more complex accounting environments. Customizing workflows to fit unique internal processes sometimes requires extra support from their implementation team. Additionally, certain reporting or analytics features could be more flexible for deeper insights. Review collected by and hosted on G2.com.

This tool is excellent for demonstrating review sign-off to auditors. It also makes it simple to share work progress with others, and adding new tasks is straightforward. I also like the fact that many things are self-explanatory and it does not require trainings to learn about the product Review collected by and hosted on G2.com.

I would like the dashboard to provide an overview or progress tracking for a filtered group of people. While it's simple to view progress across the entire department, this setup doesn't work well for monitoring my team's or my own progress. Additionally, I wish there was an option to attach supporting documents, such as analyses, to all sign-offs. Review collected by and hosted on G2.com.

I use FloQast every day and really appreciate its storage features, as well as how it encourages accountability by assigning tasks to individuals. I also value that it acts as a sort of playbook for managing a client's work. If a quick transition were needed, anyone new to the role would find it much easier to understand the client's requirements. On the rare occasions I've needed support, the assistance has been prompt and helpful. Review collected by and hosted on G2.com.

It's a little clunky and a pain when you have to mass change settings. I also wish there was a way to see every file uploaded in a single place, searchable by date range. Review collected by and hosted on G2.com.

What I like most about FloQast is how easy it makes it to coordinate team tasks and keep everything organized. It provides great visibility into progress and ensures everyone knows what to do and when, which makes collaboration much more efficient Review collected by and hosted on G2.com.

What I don’t like about FloQast is that we need an administrator to make any changes. I would like to have more control over my own tasks. For example, I often have a single task in FloQast that actually involves completing five different steps. It would be great to create my own ad-hoc subtasks within FloQast to track those steps — ones that I can edit or manage myself without changing the main team task Review collected by and hosted on G2.com.

I use FloQast to track month-end close activities and manage reconciliations. FloQast helps both me and my team stay organized and on schedule. Whenever I want to check the progress of our month-end close processes, I simply log in and can immediately see which tasks are still outstanding. We use Floqast on a monthly basis. Review collected by and hosted on G2.com.

I honestly have no complaints about FloQast. It meets our business needs effectively. The only minor issue I occasionally encounter is when an Excel spreadsheet is uploaded and converted into a Google Doc; sometimes, the formula connections are lost in the process. However, I believe this is more of a Google Doc issue rather than a problem with FloQast itself. Review collected by and hosted on G2.com.