---
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. Streamlined Compliance with Powerful Audit Trails

**Rating:** 4.0/5.0 stars

**Reviewed by:** Reena s. | Sales Compliance &amp; CRM Specialist, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 17, 2026

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

The audit trails and unified month-end checklists are my top picks. Every reconciliation action and attached file carries a timestamp, fully compliant with German financial audit standards. The dashboard displays live task progress, shared lists let our finance team comment directly on work items, cutting down repetitive emails and missed deadlines drastically.

**What do you dislike about FloQast?**

Report customization options are too few, can’t adjust layouts to match local German audit forms. Bulk editing reconciliations runs sluggishly. It lacks native connection to our internal file server, so I manually upload all supporting documents monthly. Also, adjusting settings to meet local finance rules took lots of repeated edits during setup.

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

We previously handled all closing work via scattered Excel sheets. FloQast consolidates all closing procedures into one platform, unifies team task tracking and provides traceable audit materials. It drastically cuts audit preparation time, minimizes compliance risks and improves cross-team communication.

  ### 2. All-in-One Solution for Daily and Month-End Tasks

**Rating:** 4.0/5.0 stars

**Reviewed by:** Romana Z. | Accounts Payable Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

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

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.

**What do you dislike about FloQast?**

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.

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

This platform serves as a comprehensive solution for managing daily tasks, month-end close activities, and tracking as well as storing accounting reconciliations. It brings everything together in one place, making these processes more organized and efficient.

  ### 3. Streamlined Financial Management with Intuitive Automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Prithvi D. | manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 11, 2026

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

I like how FloQast makes the month-end close process very easy, fast, simple, and organized. The reconciliation automation is great because it reduces a lot of manual work. I also appreciate the Excel integration since our team heavily relies on Excel and FloQast connects directly to it. The onboarding team was helpful and guided us through the straightforward initial setup.

**What do you dislike about FloQast?**

FloQast feels complex for new users and customization and reporting options feel limited.

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

FloQast helps me automate financial closing which reduces errors and speeds up processes, eliminating the need for spreadsheets and manual follow-ups, making tasks less delayed. I also like its reconciliation automation and Excel integration, reducing manual work and simplifying the month-end close.

  ### 4. Streamlined Month-End Closing with FloQast

**Rating:** 4.0/5.0 stars

**Reviewed by:** Carolyn H.

**Reviewed Date:** October 27, 2025

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

I have been using FloQast for the past six months primarily for month-end closing and checklist management, which allows us to ensure everything is checked off accurately as per our audit manager's requirements. I particularly enjoy the ease of use of FloQast, which makes the checkoff process straightforward and enables smooth collaboration with our external accounting firm. The software's ability to integrate with our accounting software is highly beneficial, as it allows me to track the status of our closing process, identify bottlenecks, and contact team members who may be lagging behind in their tasks. This feature greatly enhances the efficiency of our closing process and helps prevent delays. Additionally, I appreciate how FloQast supports prepaid reconciliations, which is a new implementation for us this summer.

**What do you dislike about FloQast?**

I think that maybe in the prepaid section, which we have just started using, could be a bit easier, specifically when entering beginning balances that have already been amortized over several months. It would be helpful if we could simply input those initial balances and carry them forward through the amortization period seamlessly.

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

I use FloQast to track closing processes and ensure smooth month-end closings. It helps in contacting team members falling behind and identifies bottlenecks, enhancing coordination and efficiency.

  ### 5. The Cleanest Cloud-Based Deliverable Tracker

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 25, 2025

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

The organization of all the tasks & deliverables. Having a clean & user-friendly UI that clearly shows when & what is open. Having an option of rotating frequency of tasks that can be rolled daily, monthly, & quarterly. It's integration with OneDrive makes the review process a lot easier with having all the required support online. Pretty fast process of setting up or implementing it for new clients. A useful tool assists us each quarter.

**What do you dislike about FloQast?**

Unfortunately, a fairly manual process to copy or replicate Checklist items & templates. I wish there was more customization for the Dashboard to make more effective/personal for the layout & info displayed

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

This tool has been instrumental in helping us track our deliverables and maintain compliance for our SOC 2 testing, both quarterly and at year-end. One particularly valuable feature is the clear display of the Preparer and Reviewer for each checklist, which greatly supports our training of new team members and makes it easier to log sign-offs.

  ### 6. Effortless Month-End Close and Reconciliation Tracking with FQ

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 24, 2025

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

I like how we can track where we're at with our month-end close using the checklist. I also like how FQ helps us track and complete our reconciliations. The fact that it compares our support file directly to our GL right in FQ is a nice feature.

**What do you dislike about FloQast?**

My biggest complaint is the time it takes for things to load. For example, when I submit my reconciliation files, it takes quite a long time for FQ to refresh. It's hard to be productive during this time because there really isn't enough time to go do something else, but also, it takes long enough that i feel like I'm waiting too long and wasting time. Please work on site optimization somehow so that things will go faster.

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

It gives us a bird's eye view of where we stand in our month end close. It lets me know what i need to do next and keeps me on track to meet my deadlines.

  ### 7. Good Features, Competitive Product

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jacob Y.

**Reviewed Date:** October 23, 2025

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

I appreciate how FloQast brings all necessary reconciliations and documents into one centralized location, making it easy for the entire team to collaborate virtually without relying on tools like OneDrive. The platform allows easy access to prior month's comments and facilitates quick variance analyses quarter over quarter or year over year, which is essential for our workflows. I also value the changes FloQast has made recently, such as the variance analysis now defaulting to show the prior period explanation, which saves time and reduces the need for navigation to old records. It's a simple tool that isn't trying to reinvent the wheel but instead focuses on delivering functionality that works efficiently. Additionally, the smooth integration built-in with the API and the connection to NetSuite enhances productivity by helping to streamline tasks. Overall, I find it simple to use and effective in meeting our core needs.

**What do you dislike about FloQast?**

I find that FloQast does not have a real competitive advantage in terms of functionality compared to other similar tools. The primary factor seems to be the price point rather than unique features. Additionally, I am not impressed with the AI features and explanations, which do not stand out from other offerings. I also believe there is an issue with overpromising and underdelivering common to many SaaS companies. I would prefer if the company focused more on perfecting the core product and customer experience. Specifically, I find the lack of customizability in variance analysis frustrating, such as the ability to view journal entries not yet posted to the general ledger without having to reach out to FQ to build out this functionality. This limitation can result in bottlenecks during variance analysis, and having more native customizable options would be a significant improvement.

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

FloQast centralizes access to reconciliations and documents, enhancing team collaboration without relying on OneDrive, and simplifies variance analysis. Built-in API and NetSuite connection streamline processes.

  ### 8. Powerful Dashboards and Task Management for Smooth Month-End Close

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

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

I really value the dashboards and the ease with which I can organize checklists and tasks across different business functions. This tool has proven to be especially powerful for us during End of Month and End of Quarter close and reconciliation processes. I also appreciate the ability to integrate with our other business tools.

**What do you dislike about FloQast?**

One area where I wish FloQast could improve is in its reporting and data analysis features. I feel that we are not fully utilizing this aspect of the system, and I would appreciate having more guidance or resources on how to make the most of these functions.

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

Having a centralized location for our financials allows our leaders to easily see where we stand at the end of each month, quarter, and year. This setup makes it possible for us to communicate effectively and quickly identify what is missing, especially since multiple business units are working and logging information into the system.

  ### 9. Useful Features, Initial Learning Curve

**Rating:** 3.5/5.0 stars

**Reviewed by:** Nishant G.

**Reviewed Date:** October 23, 2025

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

I find FloQast's checklist functionality and timely reminders really useful, as it sends notifications directly to my email about what's coming due. This keeps me organized and on track with deadlines. I also appreciate the integration with Slack, which is a very useful feature for sending out reminders, enhancing the coordination and communication within my team. Additionally, the automation capabilities, particularly for reconciliation purposes, are highly valuable. The potential for integrating artificial intelligence to deepen the balance sheet reconciliation process makes FloQast an attractive tool for our needs. Its effectiveness has kept it as our top choice over other vendors.

**What do you dislike about FloQast?**

Initially, getting around FloQast can take efforts from admin perspective, indicating a learning curve when starting out. From a reconciliations perspective, I would make the software more reporting heavy by incorporating multiple aspects such as aging in balance sheet reconciliations, lag status, and the quality of reconciliations directly on FloQast. Additionally, I see a need for more customization of the filters on the checklist and reconciliation to better fit individual needs.

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

I use the product for checklist and balance sheet reconciliations, finding its timely reminders and Slack integration enhance my workflow efficiency.

  ### 10. Effective for Reconciliation, Needs Improved Reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Cristian R.

**Reviewed Date:** October 23, 2025

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

I find FloQast incredibly useful for monitoring the close process and managing account reconciliations, especially given the multiple entities we work with. The software effectively consolidates account reconciliations in one location, ensuring they are prepared and reviewed by designated personnel. I particularly appreciate the reporting and reconciliation features as they significantly aid my role, providing useful evidence during our financial statement audits and making reporting smoother. These features also assist in identifying fluctuations month over month, quarter over quarter, and period over period, especially for significant flexes. The reconciliation process is not only very helpful but is also a key factor influencing my decision to consider purchasing FloQast again. Additionally, I utilize FloQast alongside NetSuite, which showcases the product's integration capability, essential for seamless workflow in our operations.

**What do you dislike about FloQast?**

I find the current reporting setup limiting, which doesn't provide the most beneficial reporting for my needs.

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

I use FloQast to monitor and consolidate account reconciliations across multiple entities, ensuring they are prepared and reviewed properly, which aids in financial audits and helps identify financial fluctuations.

  ### 11. Difficult Setup, But Effective for Management

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** June 24, 2024

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

I appreciate FloQast for its effectiveness in enhancing management transparency within our company, which is a crucial factor for us. The system has greatly benefited us in this area, providing clarity and better oversight. The integration with other management tools like Workday complements our workflow, making this a seamless part of our accounting process. I find the layered security features particularly valuable, as they ensure that our data remains protected at all levels. This security aspect, combined with FloQast's overall ability to provide transparency, makes it a compelling choice for us. Additionally, the capability for sign-offs is one of the most useful features for my team, streamlining the workflow and facilitating easier tracking of approvals.

**What do you dislike about FloQast?**

I find the initial setup of FloQast very difficult. Another significant issue is the update refresh time for journal entries and other transactions, which takes three to six hours. This delay complicates the process of making sign-offs and should be changed to happen in minutes instead of hours for efficiency.

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

I find FloQast enhances management transparency with layered security, making our accounting processes more secure and clear.

  ### 12. Effortless to Use, Slight Performance Hiccups

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sam S.

**Reviewed Date:** October 24, 2025

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

I appreciate that FloQast provides a transparent, audit-ready platform for managing finance and capital markets activities, ensuring there are no gaps in our processes. It serves as a central hub for final versions of documents, helping to avoid version control errors, which is critical for accuracy and compliance. The user interface is easy to navigate, even when toggling between different entities, which helps simplify otherwise complex processes. Additionally, FloQast streamlines month-end activity summaries and allows other finance employees to autonomously access necessary details, reducing my workload. Assigning tasks to specific team users also enhances collaboration and workflow efficiency.

**What do you dislike about FloQast?**

I find entry-level upload speeds quite slow, which is annoying when dealing with many uploads of large file size.

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

I use FloQast for a transparent, audit-ready finance platform ensuring no gaps and as a central hub to avoid version control errors, streamlining month-end summaries and allowing autonomous access to transaction data.

  ### 13. Seamless Slack & Outlook Integration, But File Upload Limits Frustrate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Madeliene O. | Senior Accounting Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

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

A few of my favorite things is the integration to Slack and Outlook for daily close reminders, as well as the Dashboard showing overall close status for me as an individual (as well as my entire team).

**What do you dislike about FloQast?**

The file size upload limit can be a roadblock during close, sometimes after attempting to upload a file it won't be finalized due to the size.

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

The application addresses the need for preparer and reviewer sign-offs, which is a crucial part of SOX compliance to ensure timely reviews. My reviewer can leave review notes on individual reconciliations, and I'll be notified through Slack.

  ### 14. FloQast Streamlines Month-End Close, Minor Glitch with Approvals

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

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

FloQast was implemented right before I started at my current company. The Checklist feature is incredibly helpful in making sure that all of the team's work items are complete. When I run our month-end close meetings, I will filter on items that are not yet prepared and are due that day or are past due. I also appreciate how easy it is to review checklist items. Uploaded support is easily accessible.

**What do you dislike about FloQast?**

One thing that has bothered me is occasionally, I will not be able to mark a checklist or reconciliation as approved; this generally happens after disconnecting/reconnecting to internet throughout the day. It is easily solved by restarting my computer, but this is not ideal during close.

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

It solves task management with our close checklist. It also solves reconciliation organization and approval workflows.

  ### 15. FloQast easy to use.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ahmed A. | Project Geologist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2026

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

It is really good for catching annoying errores and it is user friendly.

**What do you dislike about FloQast?**

It just drops sometimes and connectivity concerns.

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

it works well with large geological data set with sample, assay etc. and it works excel and easy to share with others.

  ### 16. FloQast Simplifies Payroll Tasks After Initial Learning Curve

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2025

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

I was a bit overwhelmed when given my initial tour of FloQast but now, after using it for a few months, I've found that it's a great way to track the many, many tasks required of my busy payroll position.  We've had a couple of issues that involved Trial Balances not loading but our IT department took care of that issue.  I love that I can upload the corresponding documents for Journal Entries and Reconciliations.  It puts everything at the tip of my reviewer's finger! I use it more towards the end of the month as that's when most of my tasks can be completed.

**What do you dislike about FloQast?**

It took me a bit to get used to the navigation but once I knew where to look for things I was good to go.

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

I believe that my employer was using either Excel or another system to track tasks and FloQast has been a significant upgrade for the team.  It's so easy to mark items as complete and upload corresponding documents!

  ### 17. FloQast Brings Clarity and Organization to Our Close Process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 24, 2025

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

FloQast has truly changed the way we manage our monthly and quarterly close processes. Everything is now far more organized and transparent. The checklist and reconciliation modules make it incredibly straightforward to track responsibilities, and I can monitor progress in real time. This visibility is excellent for identifying bottlenecks early, allowing us to stay on schedule and complete our close on time. I also appreciate how seamlessly it integrates with Oracle ERP Fusion and Dropbox, keeping all our backup files properly linked and accessible.

One of the features I value most is the To-Do List. It clearly shows what’s overdue, what’s due today, and what’s coming up, which really helps me set priorities and plan my day more effectively. FloQast Remind has also been a major benefit. In my previous role, I had to manually send out recurring month-end emails for accruals and updates, which was easy to overlook. Now, those reminders are sent automatically, saving me significant time and mental energy.

The Slack integration, while a small detail, is extremely useful. It notifies me whenever a task is overdue or completed and provides a concise morning summary of the day’s tasks. Although it seems like a minor feature, it genuinely helps me stay organized and focused. Overall, FloQast has made the entire process much smoother—there’s less stress, fewer delays, and much greater visibility for the whole team.

**What do you dislike about FloQast?**

Occasionally, syncing larger reconciliations can be time-consuming. After system upgrades, it may also be necessary to refresh connections. To help prevent accidental changes, I would appreciate it if completed tasks remained locked once their documentation is finalized.

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

As I’ve mentioned before, FloQast has significantly improved our month-end and quarter-end processes. Everything is now much more organized and transparent. The checklist and reconciliation modules make it easy to see who is responsible for each task and to monitor progress in real time, which helps us identify bottlenecks early and avoid any last-minute surprises.

One feature I particularly appreciate is the To-Do List. It clearly displays what’s overdue, what’s due today, and what’s coming up, making it much easier for me to plan my workload. FloQast Remind has also been incredibly helpful, as it automates recurring emails for accruals and updates, so I no longer have to remember to send or follow up manually. The Slack integration is another great addition, providing quick notifications about overdue or completed tasks, along with a daily summary of upcoming items, which helps us stay on top of deadlines with ease.

In summary, FloQast has streamlined our workflows, saved us time, and given us better visibility, making the month-end close process less stressful and more predictable. It has truly made a difference for our team, and I would recommend it to any finance professional seeking to improve their closing process.

  ### 18. Modern and user-friendly solution, very customer-oriented

**Rating:** 4.0/5.0 stars

**Reviewed by:** Markus G. | Accounting Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2025

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

The FloQast team works very efficiently to find the optimal solution to application errors and continuously develops its program to provide the most modern and flexible platform possible. FloQast's customer service is simply incredible: every request and every problem is dealt with as quickly as possible, so there is no long wait for the customer. The engagement of the team is excellent and exemplary.

**What do you dislike about FloQast?**

At the beginning it gives the impression that FloQast is already fully developed in all areas and that there are probably no difficulties in mapping your own processes and rules with FloQast without manual intervention as an interim solution. This is not yet the case at the moment and some interim solutions are required before a final solution can be found.

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

FloQast is simply failing to map complicated customer processes and rules via the program if they do not correspond to the standard. This is problematic because it forces the customer to adapt their processes and procedures to the standard in FloQast. The good thing, however, is that FloQast works immediately to implement these customer-specific requirements in the system and is constantly developing its program to implement all of its customers' requirements.

  ### 19. Streamlined Accounting with QuickBooks Integration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jennifer S.

**Reviewed Date:** October 23, 2025

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

I find FloQast to be incredibly beneficial for organizing my work through its dashboard, which keeps my tasks streamlined and helps maintain clarity in my role. The reconciliations within Flowcast are a particular favorite of mine, ensuring that everything aligns neatly and efficiently. The end-of-month processes are another crucial aspect where FloQast excels, making an otherwise tedious task straightforward and manageable. The integration with QuickBooks Online is seamless, further simplifying the accounting and workflow management experience.

**What do you dislike about FloQast?**

I would like the new month to roll out sooner than the first day of the month.

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

FloQast helps keep my job organized with its dashboard and reconciliations, improving my workflow and end-of-month processes.

  ### 20. Helpful Checklists and Alerts, but Task Search Needs Improvement

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 24, 2025

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

I appreciate the checklist features, which help staff keep up with their weekly and monthly tasks. I also find the alerts and notifications useful, as they inform me whenever something requires my attention or review.

**What do you dislike about FloQast?**

Searching for tasks can sometimes be cumbersome. While the reconciliation and auto rec features are useful, they can be challenging to use effectively when not everything matches up one-to-one.

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

The checklist feature enables us to keep the annual audit process on track by assigning tasks to each responsible person. We have successfully used this feature to let two staff members oversee the tasks for five overlapping audits, which involve several departments and divisions.

  ### 21. Simple and User-Friendly, But Variance Analysis Needs Improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2025

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

Simple interface for checklists and reconciliations, ability to use a hashtag to auto reconcile, and ease of use.

**What do you dislike about FloQast?**

Variance Analysis interface is not the most ideal: the inability to see 2 reviewers on the page without having to click to see the additional reviewer, the inability to filter for open items that are only open for your review (the "Ready for Review" filter shows all accounts regardless of whether it has already been reviewed - maybe showing this because there are 2 reviewers?), having to drag open the flux comment box in order to see the full flux comment, instead of it automatically displaying the full comment when clicking the first time around, not being able to easily toggle to see multiple prior month flux comments within the current month close that is being worked on.

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

Time efficiency to help make close more efficient.

  ### 22. User-Friendly Features Make for an Efficient Close

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

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

I'm a new user so haven't learned all of the functions yet but am already a fan. My favorites so far are the Request Agent because I can view all the responses in one place, the Reconciliations because I receive notifications if something goes out of balance, and the Checklist because it is easy to update.

**What do you dislike about FloQast?**

It is a tad frustrating that only assignees can sign-off on a checklist item but anyone can remove the sign-off. From an audit perspective, I understand the restriction but don't quite get why it doesn't apply both ways.

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

It helps with collaboration, centralizing supportive documentation, and audit support.

  ### 23. Great Month-End Close Dashboard

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 05, 2026

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

Provided a dashboard / one stop shop for month end close

**What do you dislike about FloQast?**

Could use improvement on providing additional details to solve discrepancy

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

As a manager, it was easy for me to get an overview of the tasks completed and easily identify items that need further review

  ### 24. Month End Process tracker

**Rating:** 3.5/5.0 stars

**Reviewed by:** Tammy C. | Senior Software Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2025

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

It is easy to see my checklist of items to complete for the Month End Close process

**What do you dislike about FloQast?**

I don't like that it signs you out after a bit.  I wish it would keep you logged in all day. The Refresh sometimes takes a bit longer than it should.

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

Close schedule and tracking.  It helps see where the department is in our Month End Close process

  ### 25. Reliable tool for managing reconciliations and month-end close efficiently

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

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

FloQast has made our reconciliation and month-end close process much more structured and transparent.

**What do you dislike about FloQast?**

I’d like to see even deeper automation in matching and reporting in future updates.

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

As a finance professional, I particularly appreciate how it helps keep track of deliverables, ownership and deadlines across the team. The task checklist and automated reminders reduce follow-ups and the centralized dashboard gives a clear view of what’s pending or completed. In addition to this it helps in following ways.
Great visibility into task status and ownership
Simplifies reconciliations and close checklists
Strong audit and documentation features

  ### 26. Helpful MEC Management Tool

**Rating:** 3.5/5.0 stars

**Reviewed by:** Teresa G. | Assistant Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2025

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

* Clear visibility into month-end close task statuses at a detailed and high level
* Integration with Netsuite to show when reconciliations are in balance or come out of balance due to a late entry
* Ability to leave review notes directly on tasks
* Variance analysis showing trends over time and month-over-month changes by vendor
* Ability to add blockers on month-end tasks
* Projects tool has been helpful for audit
* Ease of self-supporting modifying for what my team needs

**What do you dislike about FloQast?**

* Variance analysis does not allow for bulk updating of assignees by department
* Lack of a clear status for reviewed, but pending review notes
* The journal entry features sound cool, but limit of number of rows

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

Visibility into month-end  close, organization, and clarity when balances are changed.

  ### 27. FloQast Makes Reconciliation Easy, But Needs QoQ Variance Analysis

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 25, 2025

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

FloQast has truly simplified the reconciliation process for me. I really appreciate how it allows you to connect workpapers and balances directly to GL accounts, which is very convenient. The AI's capability to analyze account activity and deliver a variance analysis is particularly impressive.

**What do you dislike about FloQast?**

FloQast AI does not support quarter-over-quarter variance analysis.

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

FloQast has provided our team with greater visibility into changes in the GL. It has also helped us maintain a disciplined month-end close process by keeping us on track with deadlines and reminders.

  ### 28. Centralized Task Management with Helpful Automation, But Filters Need Improvement

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** October 23, 2025

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

Easier to see all tasks for quarter close in the same place. The use of automated reconciliation tools is also very helpful.

**What do you dislike about FloQast?**

Filters that are not relevant to certain tasks/workflows will still carry over from other workflows. I would prefer it if the filters were specific to each workflow unless selected all workflows.

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

It is helping with our Cash Reconciliation process by leveraging AI matching, which is making it easier for our team to track cash and outstanding calls.

  ### 29. Best for Accounting Firms, Solid Overall Experience!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Badar K. | Senior Director Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2026

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

Best for accounting firm but for other firms it's just okay

**What do you dislike about FloQast?**

Its super expensive for the utility. Shouldn't be that expensive.

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

It helps us a lot in month end close.

  ### 30. Great for Planning, But Slow NetSuite Integration

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2025

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

I like how it has due dates so I can manage and plan my days around what I need to accomplish and when.

**What do you dislike about FloQast?**

I find that FloQast can be really slow in connecting with NetSuite and I have to spend 10+ minutes refreshing FloQast to tie out my close items.

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

It allows me to stay organized in all my close items and ensure I have correct numbers in my close items.

  ### 31. A good tool for month close checks.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 15, 2025

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

I like that FloQast offers different workflows for different kinds of tasks, not only reconciliation of the financial statement. The integration with D365 works well when it comes to synchronising the BS/PL balances. The tool is also useful for the Variance Analysis which is very straight forward and easy to use and set up.
The customer support is very helpful with any question during all phases, including implementation but also afterwards and tries to find the best solution for the company. I think this tool has a very good potential.

**What do you dislike about FloQast?**

Unfortunately it is not possible to upload just one reconciliation file for all the reconciliations which are saved in different folders. Sometimes the UI gets blocked and gives error and I need to wait for it to be reloaded.

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

Helps to allocate and monitor the progression of tasks. It saves time during the closing process.

  ### 32. Great Progress Tracking, But Search Can Be Confusing with Multiple Assignments

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 23, 2025

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

Floqast offers a unique way to track progress. I like the documentation when a task is completed.

**What do you dislike about FloQast?**

Can be a bit confusing to search for what you are looking for on FloQast if working on multiple assignments

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

Easy to track what tasks have to be completed and when. I like that it has a progress tracker and estimated time of completion for projects.

  ### 33. Great for Team Coordination, But Can Be Slow to Update

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

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

Its easy to keep track of what needs to be done and coordinate with the team easily

**What do you dislike about FloQast?**

Sometimes it takes a long while before the selection updates

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

In my opinion, the main issue we faced was figuring out how to divide tasks among the team and monitor everyone's responsibilities. Floqast made this process much simpler and more manageable.

  ### 34. All-in-One Organization, But Sync Needs Improvement

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 24, 2025

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

Everything can be kept in one place and easily sortable/filterable.

**What do you dislike about FloQast?**

The sync messed some things up. Integration was not 100% smooth.

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

The checklist and reconciliations are extremely helpful. You know your deadlines and others like the reviewers. The rec page shows an actual rec that updates every so often without even needing to open the document.

  ### 35. Great for Centralized Tracking, But Subsidiary Organization Needs Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

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

Centralized location for tracking close checklist, reconciliations, and variance analysis.

**What do you dislike about FloQast?**

Can be difficult to organize subsidiaries and roll-ups. I have difficulties accessing attached support documents. Difficult to make mass updates.

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

Provides a centralized tracking mechanism for the accounting organization to track close status. The team has visibility into assigned tasks and progress.

  ### 36. Quick Start

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 23, 2025

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

It seems pretty intuitive to get started using, and still more features to take advantage of.  Easily track your monthly processes and easy to add users and to the checklist.  Notifications are automatic.

**What do you dislike about FloQast?**

Would like to see more financial reporting tied to it.

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

Keeping everyone accountable and on time.

  ### 37. FloQast is great! Our company loves it - Accounts Payable Specialist

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2025

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

It helps keep our department on time with our tasks.

**What do you dislike about FloQast?**

You have to look in certain areas for certain tasks. There's probably a better way to search, but for me that's what I dislike most.

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

We use it for our monthly end of accounting term tasks.

  ### 38. Senior Finance Manager

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 24, 2022

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

Reconciliation Alerts that happen when items change

**What do you dislike about FloQast?**

Not much to dislike honestly. The site is always changing for the better and has helped our company manage

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

When Balance sheet accounts go off we are notified and we are able to fix it immediately

  ### 39. Smooth Web UI Makes All the Difference

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 23, 2025

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

the web UI runs smoothly, easy to click things off, upload shareable documents

**What do you dislike about FloQast?**

not able to create links among files uploaded to FloQast

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

checklist and quarter end closes tracking made easier.

  ### 40. Daily tasks.. Check

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ismael C. | Junior Corporate Accountant , Enterprise (> 1000 emp.)

**Reviewed Date:** May 29, 2024

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

We have upgraded the task list and are planning to start with the reconciliation tool, deadlines have been met easier

**What do you dislike about FloQast?**

more dynamism, for example, everyone needs to complete a task, even when only one person for the team is doing it, this is making lose time to check for everyone

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

Task managing is easier, one can easily see where delays are being generated and go direct to the problem.

  ### 41. Brings Clarity to Tasks and Team Follow-Ups

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

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

Gives clarity on all the tasks and calendar. Also helps follow up with the team (rec notes, comments etc). Easy to upload supporting docs and then have everything available under the same location.

**What do you dislike about FloQast?**

Accounts synchronisation can take a bit of time,

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

have supporting documents and reconciliations from all teams duely stored and available for Audit. Giving a clear picture of the close progress

  ### 42. 1.5 Years using FQ Close; Recently implemented FQ Compliance Module

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chris C. | Associate Director, Accounting, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 14, 2023

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

In 2023, we implemented FloQast to streamline our month-end close process. The checklist feature has been invaluable for ensuring organization and task completion, eliminating the manual oversight needed with our previous Excel-based approach. FloQast’s task assignment and automated reminders have lightened management’s workload, while its balance sheet reconciliation tool, which syncs with our ERP’s trial balance, has reduced errors and prevented potential audit issues by notifying preparers and reviewers of discrepancies.

Approximately a year after adopting FloQast for closing, we transitioned our SOX compliance system from AuditBoard to FloQast Compliance. Initially hesitant, we worked closely with the FloQast team, who refined the compliance tool based on our and our auditors’ feedback. After these enhancements, we received approval from our auditors to proceed with FloQast Compliance. Though still in the early stages of our first audit cycle, we’re pleased with its performance. While there’s a learning curve after 10 years with AuditBoard, FloQast Compliance has proven functional and reliable, with a responsive team that addresses enhancement requests effectively.

**What do you dislike about FloQast?**

There are minor enhancement requests we have submitted for FloQast compliance: adding filters to some of the compliance screens; being able to link narratives and controls across different audit projects (corp controls vs IT controls, for example).

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

FloQast has introduced substantial efficiencies to our close process by providing real-time visibility into status updates, enhancing collaboration between our finance and accounting departments. The “watch” feature enables the finance team to monitor the accounting team’s progress, allowing them to initiate their tasks at the appropriate stage. In a remote work environment, this functionality has been particularly beneficial in helping our team stay aligned. Additionally, auditor access has been highly valuable, streamlining audit workflows.

  ### 43. Good Product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aaron S. | Finance Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 14, 2024

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

My team and I implemented Floqast a couple of years agao now to help manage our close process across our multiple business units.  The adoption by the team happened quickly, due its ease of use and the ability to use templates we had already created.   Another great feature is the drect integration to Sage Intacct and auto rec features have improved our reconcilaition and saved a good amount of time for the more complex accounts.  Since it has been implemented it has allowed us to cut our close time by a week. 

I also have been very happy with their customer support team implementation of features.  We had a use case to need a feature added to allow Admin access to individual workflows.  The team was very receptive to this request and even work with myself in getting the featured added to the system which has been invaluable.

**What do you dislike about FloQast?**

My only small item that we disliked about Floqast was when we first implemented the product the autmatching function was onyl for Bank reconcilaitions and we had to come up with a seperate process in order to use the functionally.  I beleive this has since been addressed with the implementation of their AI matching tool and can't wait to see it in action.

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

The biggest problem that Floqast help solve for us was in the close process, allowing us to get our books closed faster and in a more efficient manner.  It has also helped us with Balance sheet reconciliations through the auto matching and other functionalites to make it all more efficient.

  ### 44. Great system for checklist & recs

**Rating:** 4.0/5.0 stars

**Reviewed by:** elisabeth d. | accounting manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 19, 2024

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

I like the format and how it keeps you organized.
I also love how you can roll forward the reconciliations each month automatically, that is a big help.

**What do you dislike about FloQast?**

Signing off on checklists are often slow during close week

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

Housing all reconcilations, easy to update each month and make sure everything is getting done on time.

  ### 45. FloQast is a strong tool that allows me to complete tasks in an organized and efficient manner

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Semiconductors | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 01, 2022

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

The inclusion of AI capabilities, specifically around variance analysis and explains has been a welcome addition.

**What do you dislike about FloQast?**

Continuing to improve the AI functionalities, while helpful, they still require a heavy amount of review and adjustment.

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

The reconciliation process is much more streamlined and allows for more accurate and timely reviews

  ### 46. Financial Close Overview

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2025

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

The tool provides a great overview of the financial close process and current progress in a single view. Recurring tasks can be centrally tracked and set to recur. Documentation and SOX compliance evidence retained by the tool. Great feedback from the team on account reconciliation.

**What do you dislike about FloQast?**

Licensing model - individual licenses must be maintained by user with rights attached for the tool which can drive up costs.

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

Centralized overview of the close process, account reconciliations, task coordination within the team, task tracking, and ensuring SOX evidence of review/timing.

  ### 47. Better than Blackline in many ways

**Rating:** 4.0/5.0 stars

**Reviewed by:** Olga Y. | VP, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2025

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

Integration with sharepoint is helpful when it comes to the support upload

**What do you dislike about FloQast?**

Bank recs should be re-designed. A bank statement should be recognized by OCR and compared to the GL ending balance automatically

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

it was an migration from blackline and we liked the AI features when it comes to balance refereces

  ### 48. Using FloQast for Month end and Account Reconciliations.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alivia S. | Staff Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2024

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

Being able to fliter what needs to be done during a busy momment. It was very easy to learn and implament after a few meetings going through the working of the website during its introductiuon. When we have had issues we were always able to reach out for help and guidence. Alos, being able to see what accounts need to be reconciled made the final days for close easy. I enjoy being able to log in through out the day to keep track of whats going on.

**What do you dislike about FloQast?**

When refreshing folders after uploading it can take up to 30 minuets to complete.

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

It is helping to keep tarck of what needs to be done and what has been done and when. Also it is helping with reconciliations of accounts and if any need updated.

  ### 49. Streamlined and Efficient Close Process

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ange I. | Accountant, Enterprise (> 1000 emp.)

**Reviewed Date:** September 24, 2024

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

What I liked least about FloQast was that the initial setup and customization required a significant time investment, particularly for organizations with complex accounting processes. Additionally, while the platform is powerful, there were occasional issues with syncing data from certain accounting systems, which could cause minor delays in the closing process.

**What do you dislike about FloQast?**

What I liked least about FloQast was the initial learning curve for the team. While the platform is user-friendly, getting everyone up to speed took some time.

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

FloQast addresses several key challenges in our accounting processes. One major problem it solves is the inefficiency of the month-end close. By automating reconciliations and streamlining workflows, it has significantly reduced the time and effort required to complete our close process.

Additionally, FloQast enhances collaboration within the team, ensuring everyone is aligned and accountable for their tasks. This transparency has minimized miscommunication and errors, leading to more accurate financial reporting.

The benefit of these improvements is twofold: we not only save time and reduce stress during the close, but we also gain greater confidence in our financial data, which supports better decision-making within the organization

  ### 50. Beneficial

**Rating:** 4.0/5.0 stars

**Reviewed by:** Danny G. | Senior Auditor, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2025

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

It is clear to navigate and user friendly.

**What do you dislike about FloQast?**

When filtering for objects, I wish it didnt reset immediately when I clicked a new filter.

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

Control testing for external audit


## 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=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+01%3A37%3A19+-0500&secure%5Bsession_id%5D=511a1b58-c338-4f54-a53f-6b42137f89fd&secure%5Btoken%5D=b8c1f4d0d4fe6a49aa95cef70f1950efccb8b77dfc35d121f263dd0ecc6f6ca8&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

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