---
title: FloQast Reviews
meta_title: 'FloQast Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 1414 reviews by the users' company size, role or industry
  to find out how FloQast works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 1414
  scale: '5'
date_modified: '2026-08-14'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# FloQast Reviews
**Vendor:** FloQast  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 1,414
## About FloQast
FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,000 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.



## FloQast Pros & Cons
**What users like:**

- Users love the **user-friendly interface** of FloQast, appreciating its seamless setup and ease of learning. (133 reviews)
- Users appreciate the **centralized organization** of FloQast, making it easy to track and manage financial processes. (80 reviews)
- Users value the **centralized task management** of FloQast, streamlining month-end processes and enhancing productivity significantly. (80 reviews)
- Users value FloQast for its **user-friendly interface** , simplifying month-end checklist and reconciliation tasks effectively. (60 reviews)
- Users value the **efficiency** of FloQast, enjoying streamlined processes and reduced manual work for smoother operations. (56 reviews)
- Users appreciate the **speed and ease of reconciliation** with FloQast, enhancing the month-end close process significantly. (44 reviews)
- Integrations (41 reviews)
- Checklists (40 reviews)
- Automation (34 reviews)
- Automation Efficiency (32 reviews)

**What users dislike:**

- Users note the **missing features** in FloQast, particularly in checklist handling and progress tracking limitations. (34 reviews)
- Users find the **limited functionality** of FloQast restricts customization and complicates client management and balance verification. (26 reviews)
- Users face frequent **reconciliation issues** , such as file attachment errors and difficulties navigating post-auto reconciliation. (20 reviews)
- Users often face **slow loading times** , making it difficult to maintain productivity and causing frustration during tasks. (20 reviews)
- Users find FloQast&#39;s interface **complex for newcomers** and wish for improved customization and reporting options. (19 reviews)
- Limited Customization (17 reviews)
- Poor Navigation (14 reviews)
- Users wish for a **quicker data refresh** between ERP and FloQast, as delays affect efficiency and functionality. (14 reviews)
- Users experience **refresh issues** with FloQast, facing lag and slow performance during crucial closing periods. (13 reviews)
- Slow Performance (13 reviews)

## FloQast Reviews
  ### 1. Lack of vision and strategy makes me cautious

**Rating:** 0.0/5.0 stars

**Reviewed by:** Casey C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 27, 2024

**What do you like best about FloQast?**

Easy to implement and fits with current processes. Customer support is responsive and helpful. Sales team was great working with during onboarding.

**What do you dislike about FloQast?**

FloQast was strong when they were the only other option from Blackline. Over the past couple of years they've seemed to focus on creating new SKUs to get more money from customers without adding a lot of value to their core product. This has allowed other companies like Numeric to pass them in functionality including how they're incorporating AI. Hopefully things can turnaround for FloQast.

**What problems is FloQast solving and how is that benefiting you?**

Helped us focus on getting recons done as part of the close process. Better format for the close checklist rather than excel how we were previously tracking close.


## FloQast Discussions
  - [Will FloQast be compatible with my existing ERP/ GL System?](https://www.g2.com/discussions/will-floqast-be-compatible-with-my-existing-erp-gl-system) - 1 comment, 2 upvotes
  - [how can I add steps to a task without creating multiple tasks?](https://www.g2.com/discussions/how-can-i-add-steps-to-a-task-without-creating-multiple-tasks) - 1 comment, 1 upvote
  - [Will there be any updates that make the account balance refresh process quicker?](https://www.g2.com/discussions/will-there-be-any-updates-that-make-the-account-balance-refresh-process-quicker) - 1 comment, 1 upvote
  - [What is the best way to automate trial balance uploads?](https://www.g2.com/discussions/13723-what-is-the-best-way-to-automate-trial-balance-uploads) - 1 comment, 1 upvote
  - [How do VPs of Finance use FloQast?](https://www.g2.com/discussions/close-management-software-and-vps-of-finance) - 1 comment, 1 upvote

- [View FloQast pricing details and edition comparison](https://www.g2.com/products/floqast/reviews?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-14+05%3A01%3A56+-0500&secure%5Bsession_id%5D=7b76496c-8b04-4ad7-959d-77dcbcb41623&secure%5Btoken%5D=56b19c588f744ac335fcbcc3b849d19185a4c7c6a167b93a2bd1075afb260981&format=llm_user)
## FloQast Integrations
  - [Dropbox](https://www.g2.com/products/dropbox/reviews)
  - [Excel-to-Word Document Automation](https://www.g2.com/products/excel-to-word-document-automation/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Oracle Database](https://www.g2.com/products/oracle-database/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)

## FloQast Features
**Additional Functionality**
- Incident Management
- Real-Time Monitoring
- Evidence Management
- Risk Alerts
- Reporting & Statistics
- Third-Party Integrations
- Workflow Management
- Risk Analysis
- Sarbanes-Oxley Compliance
- Single Sign On
- Compliance Management
- Policy Management
- Real-Time Reporting
- Audit Trail
- Assessment Management
- HIPAA Compliant
- Operational Risk Management
- Document Storage
- Enterprise Risk Management
- Data Visualization
- Configurable Workflow
- Vendor Management
- IT Risk Management
- User Management
- Issue Management
- Internal Controls Management
- AI Copilot
- Environmental Compliance
- Customizable Reports
- Data Import/Export
- Risk Management
- API
- Document Management
- Risk Assessment
- Activity Dashboard
- Task Management
- Audit Management
- Generative AI
- Governance
- Corrective and Preventive Actions (CAPA)
- Alerts/Notifications
- FDA Compliance
- Secure Data Storage
- Approval Process Control
- Version Control

**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Reconciliation**
- Consolidation
- Management
- Accounting
- Built-in Accounting
- Compliance Management
- Task Management
- Tax Management
- Cash Flow Management
- Financial Consolidation & Close Management

**Generative AI**
- AI Text Summarization
- AI Text Generation
- Generative AI

**Reconciliation - Financial Reconciliation**
- Automation
- Bank Statements
- Exceptions
- Algorithms

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**AI Assistant - Accounting**
- AI Accounting Assistant

**Reporting**
- Report Types
- Standard
- Custom

**Audit - Financial Reconciliation**
- Accuracy
- Compliance
- Reporting
- Audit Trail

**Workflows - Audit Management**
- Audit Trail
- Recommendations
- Collaboration Tools
- Integrations
- Audit Planning

**Accounts Payable**
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments
- Electronic Payments
- Credit Card Processing

**Closing Process**
- Audit
- Journal Entries
- Distribution

**Integrations - Financial Reconciliation**
- Accounting
- Inventory
- ERP
- Banking

**Documentation - Audit Management**
- Customizable Forms
- Checklists

**User Permissions and Security - Financial Reconciliation**
- Access
- Authentication
- Encryption
- Regulations

**Reporting & Analytics - Audit Management**
- Activity Dashboard
- Audit Performance
- Industry Compliance
- ISO Compliance
- Environmental Compliance
- AML Compliance
- Sarbanes-Oxley Compliance
- KYC Compliance
- FDA Compliance
- OSHA Compliance
- Real-Time Data
- Real-Time Analytics

**Additional Functionality**
- Mobile Access
- Corrective and Preventive Actions (CAPA)
- Issue Management
- Document Management
- Role-Based Permissions
- Activity Tracking
- Document Storage
- Reporting & Statistics
- Task Management
- Workflow Management
- Status Tracking
- Monitoring
- Data Visualization
- Approval Process Control
- Forms Management
- Change Management
- Risk Alerts
- Asset Tracking
- AI Copilot
- API
- Risk Analysis
- Policy Management
- Incident Management
- Real-Time Reporting
- Real-Time Notifications
- Alerts/Notifications
- Security Auditing
- Compliance Management
- Risk Assessment
- Real-Time Monitoring
- Version Control
- Archiving & Retention
- Alerts/Escalation
- Customizable Reports
- Compliance Tracking
- Access Controls/Permissions
- Certification Tracking
- Surveys & Feedback
- Digital Signature
- HIPAA Compliant
- Reminders

**Other Functionality**
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Agentic AI - Financial Reconciliation**
- Autonomous Task Execution

**AI - Financial Close**
- Autonomous Task Execution
- Compliance
- Reconciliation
- Data Collection
- Analysis

**Additional Functionality**
- Third-Party Integration
- Reporting/Analytics
- Audit Trail
- Visual Analytics
- Income & Balance Sheet
- Profit/Loss Statement
- Financial Reporting
- Generative AI
- Multi-Currency
- Alerts/Notifications
- Accounting Integration
- General Ledger
- Multi-Country
- Dashboard
- AI Copilot
- Cost Database
- Financial Templates
- Checklists
- Receivables Ledger
- Multiple Projects
- Accounts Receivable
- Accounts Payable
- Budgeting/Forecasting

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration
- Third-Party Integrations

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Budgeting & Forecasting**
- Data Import
- Versioning
- Historical Data

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

## Top FloQast Alternatives
  - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) - 4.5/5.0 (1,050 reviews)
  - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,130 reviews)
  - [Trintech](https://www.g2.com/products/trintech-trintech/reviews) - 4.5/5.0 (538 reviews)

