---
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: '2026-08-13'
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. Best for Large Teams, Less Value for Smaller Ones

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 09, 2025

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

Helps manage multiple streams of work if you have employees based in a number of locations.

**What do you dislike about FloQast?**

Month end needs to be reasonably complex with a large team to get enough value out of the product

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

Helps co-ordinate month end close for larger finance teams

  ### 2. Great system, but high cost for what it does

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 31, 2024

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

It's pretty easy to use and has a pretty shallow learning curve for new users to climb. The help/training tools are really great, and the people are super professional and friendly and always willing to help.

**What do you dislike about FloQast?**

For smaller companies, the high platform/base cost is a deal-breaker. For large companies with large accounting teams, it makes a lot more sense.  Sometimes its simplicity can make it complicated to understand since it syncs with OneDrive and Excel and sort of mimics both; from a systems perspective it can be confusing where those end and FloQast begins.

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

Organizing the monthly close, trying to shorten it by several days, and maintaining accurate reconciliations/being audit-ready.  We flew through our audit this year and I think FloQast being implemented made a big difference.

  ### 3. Great experience

**Rating:** 2.5/5.0 stars

**Reviewed by:** Beatrice T. | Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 04, 2024

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

user friendly and save more time on excel

**What do you dislike about FloQast?**

speed and unable to open too many window at the same time

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

save more time in doing excel recon with typing the formula

  ### 4. Additional time needed to maintain in FQ

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 28, 2024

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

Live data refresh directly from accounting system

**What do you dislike about FloQast?**

Amortization and depreciation not having new additionsl directly fed, unlike autorec. Commentaries under variance analysis module only in plain text form, does not support screnshots/attachments where helpful since our team uses the report for presentation purposes.

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

Checking for completeness of tasks and reconciliations. Before this, we had tracked everything on Excel.

  ### 5. It has been a useful work tool but I don't know who I would recommend it to.

**Rating:** 2.5/5.0 stars

**Reviewed by:** Dallin O. | Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 18, 2022

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

I like the checklists and how it integrates with google drive or outlook. The way that things can be shared on a team and organized is really helpful.

**What do you dislike about FloQast?**

I didn't know how to use it for the first little bit and sometimes I don't understand the emails.

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

I like the checklists and how it integrates with google drive or outlook. The way that things can be shared on a team and organized is really helpful.

  ### 6. CAO

**Rating:** 3.0/5.0 stars

**Reviewed by:** Christine G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 24, 2023

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

easy access, intuitive navigation, saas platform

**What do you dislike about FloQast?**

less control environment, less product offering

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

mangage close efficiently

  ### 7. In short time FQ became easy to adopt

**Rating:** 3.0/5.0 stars

**Reviewed by:** Krishna K. | Manager Finance, Enterprise (> 1000 emp.)

**Reviewed Date:** August 29, 2022

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

User-friendly and accurate. Floqast works as support doc to justify books of accounts

**What do you dislike about FloQast?**

All the items are not required - High risk items should be highlighted properly

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

Get along with financial software this helps as documentory evidence

  ### 8. floqast review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Isaac M. | Finance Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2022

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

FloQast really provides our AR team with a deep understanding of our month end process. With Floqast it really is hard to miss anything. It is also very user friendly

**What do you dislike about FloQast?**

In regards to FloQast, there is not much to honestly dislike about the product. The lack of global controls make it difficult to ensure uniformity across multiple entities but I am sure this is something that will be added in the future.

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

The user interface. It is easy to see the progress of close at a glance, and its easy to navigate around, regardless of your role, to see what you need to do and how on track you are for close. I also really like the sign off features, and the reminder emails, because it holds you and your team accountable.

  ### 9. FloQast review

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.)

**Reviewed Date:** August 29, 2022

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

Easy to see where you are with checklist

**What do you dislike about FloQast?**

Adding review items is extremely cumbersome, especially if they are in an email.  Need to make it easy to drag and drop files into FloQast.  Too many steps and takes too much time now.

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

Benefit is mostly for our internal auditors and corporate reviewers.

  ### 10. Floquast is a great tool for business to utilize.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2022

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

Floquast new dashboard provides a helpful view of work to be completed.

**What do you dislike about FloQast?**

Floquast is continuing to improve its dashboards and may do so too often.

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

Floquast is solving the problems that arise when an organization has lots of entities and work can be jumbled around.

  ### 11. Sometimes hard or difficult to navigate

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** August 29, 2022

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

The update feature, that allows you to sync with ledger accounts

**What do you dislike about FloQast?**

There is no way to verify where the balances are coming from

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

reconciling accounts with greater ease

  ### 12. Good for larger scale businesses with teams across the globe

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 30, 2022

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

The updates on out of balance reconciliations, options to leave notes

**What do you dislike about FloQast?**

Flux analysis is not dimensional enough. Cannot report by department.

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

Close process


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A10%3A02+-0500&secure%5Bsession_id%5D=be514a13-632e-478a-a8a2-149619c97d16&secure%5Btoken%5D=35fa60377c342816de3d7b304eade20d6f3ebfb1ff1d656f88ce7335810a2be2&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)

