--- 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'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 Close Process with Seamless Integration and Top Support **Rating:** 5.0/5.0 stars **Reviewed by:** Swetha S. | Senior Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2026 **What do you like best about FloQast?** From a Chartered Accountant’s perspective in RTR, what I like best about FloQast is how it brings structure and transparency to the close process. It simplifies reconciliations, provides clear visibility into close status, and ensures strong audit trails. This reduces manual follow-ups, improves accuracy, and allows me to focus more on analysis and reporting rather than coordination. Also its ease of use and ease of implementation, which allow the team to get productive quickly without heavy training. The tool integrates smoothly with existing ERPs, making integration seamless and reducing manual work. Its strong customer support ensures quick resolution of issues during close. The frequency of use reflects how naturally it fits into daily RTR activities, and the right number of features keeps the close process efficient without adding unnecessary complexity. **What do you dislike about FloQast?** During month-end close, when a client had entity-specific reconciliation requirements and ad-hoc adjusting entries, FloQast’s standardized checklist and reconciliation formats didn’t fully accommodate these exceptions. This led to maintaining parallel Excel trackers outside the system, increasing manual effort and the risk of version-control issues, which partially offsets the efficiency benefits FloQast aims to provide. **What problems is FloQast solving and how is that benefiting you?** FloQast addresses the challenge of disorganized and manually driven close activities by bringing all close tasks, reconciliations, and reviews into one structured platform. In an RTR role, this helps eliminate scattered trackers and constant follow-ups. The benefit to me is better control and visibility over the close process. I can clearly track task ownership, review status, and supporting documentation in real time. This improves accuracy, strengthens compliance, and reduces time spent on coordination, allowing greater focus on review and financial insights rather than process management. ### 2. FloQast Automates Reconciliations and Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Himanshu S. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about FloQast?** his is a core strength. FloQast automates the tie-out process by pulling General Ledger (GL) balances directly from your ERP system, which significantly reduces manual data entry and the time spent on preparing simple reconciliations. The AutoRec Matching feature automates transaction-level matching for high-volume accounts like bank reconciliations **What do you dislike about FloQast?** Some users report that while it's great for reconciliation tracking and overall close management, it may lack the granular transaction-level detail and advanced functionality of some other enterprise-grade reconciliation-focused platforms. Its flux (variance) analysis tool also has some reported limitations **What problems is FloQast solving and how is that benefiting you?** It provides a centralized close checklist and dashboard that offers real-time status updates on every task and reconciliation. As an analyst, this gives you and your management immediate visibility into the close progress, potential bottlenecks, and individual team member accountability ### 3. 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. ### 4. Great for Audit Trails and Task Management, Dashboard Could Be More Flexible **Rating:** 4.5/5.0 stars **Reviewed by:** Yoko C. | Tax Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** This tool is excellent for demonstrating review sign-off to auditors. It also makes it simple to share work progress with others, and adding new tasks is straightforward. I also like the fact that many things are self-explanatory and it does not require trainings to learn about the product **What do you dislike about FloQast?** I would like the dashboard to provide an overview or progress tracking for a filtered group of people. While it's simple to view progress across the entire department, this setup doesn't work well for monitoring my team's or my own progress. Additionally, I wish there was an option to attach supporting documents, such as analyses, to all sign-offs. **What problems is FloQast solving and how is that benefiting you?** FloQast has significantly reduced the number of confirmation emails required to demonstrate the review process for financial audits. By removing the need to draft emails, it saves time when searching for evidence of reviews. Additionally, it has replaced the manual Excel tracker that previously had to be updated each period. This has also cut down on unnecessary communications with other teams regarding status updates. ### 5. Effortless Team Coordination and Organization with FloQast **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Pablo B. | Senior Revenue Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** What I like most about FloQast is how easy it makes it to coordinate team tasks and keep everything organized. It provides great visibility into progress and ensures everyone knows what to do and when, which makes collaboration much more efficient **What do you dislike about FloQast?** What I don’t like about FloQast is that we need an administrator to make any changes. I would like to have more control over my own tasks. For example, I often have a single task in FloQast that actually involves completing five different steps. It would be great to create my own ad-hoc subtasks within FloQast to track those steps — ones that I can edit or manage myself without changing the main team task **What problems is FloQast solving and how is that benefiting you?** FloQast helps our team to stay organized during the close process, like it really makes easier to keep track of tasks and see what everyone is doing. It helps with collaboration and to make sure deadlines are not missed. For me, it’s great cause I can have everything in one place and know exactly what I need to do and when, so it saves a lot of time and avoids confusion ### 6. FloQast Keeps Me Organized and On Track with Timely Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney L. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I really appreciate how FloQast helps me stay organized by keeping track of all the tasks I need to complete and sending reminders that ensure I meet my deadlines. It's especially helpful to receive notifications for tasks that occur less frequently, such as annual ones, which could easily be overlooked. As someone responsible for many account reconciliations, some of which are also posted to by others, I find it very useful to get alerts when an account goes out of balance. Before using FloQast, I might not have noticed these issues until the next month's reconciliation. **What do you dislike about FloQast?** I realize this might be a minor point, and I’m sure it’s something that’s already being addressed, but as a user of Transform, I would really appreciate having an integration with Netsuite. It would be great to pull data directly into the steps, instead of having to reference a file. **What problems is FloQast solving and how is that benefiting you?** This tool has been instrumental in helping me meet tight deadlines. As well as SOX reconciliation controls, which used to be a very time-consuming task. ### 7. Provides Awesome Features that Accountants Need! **Rating:** 5.0/5.0 stars **Reviewed by:** Francisco M. | Accounting Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast has significantly enhanced the closing process for both me and my team. It provides valuable metrics that help us monitor our progress during the close, and it streamlines reconciliations by connecting account balances directly from our reconciliations to FloQast. What I appreciate most is the ability to easily see whether I am ahead of or behind schedule, which makes managing deadlines much more straightforward. **What do you dislike about FloQast?** While I have very few complaints about FloQast, there are some nuances and aspects that require workarounds to make the software fit my needs. For example, I can't easily generate a list or report of entries that have been approved but not yet posted. To address this, we've been using the notes section to run reports on these entries, and we've also considered using tags as an alternative solution. Another area that presents more of a knowledge gap for me is the use of the remind features in FloQast. I believe this feature has a bit of a learning curve, but it could be a valuable automation tool for certain close processes. Although I haven't fully explored this tool, I did spend about 10 to 15 minutes once trying it out and realized it would take some time to learn or to identify practical use cases. More training and standard operating procedures around this feature would be helpful. Another downside would be not being able to add subtasks or mark an entry partially complete. For example, for weekly entries it would be nice to mark those 25% complete if 1 out of 4 entries are completed. This could help reduce some volume of checklist items in FloQast. **What problems is FloQast solving and how is that benefiting you?** FloQast has been especially helpful in ensuring that reconciliations are submitted on time. I find the notifications it sends when something goes out of balance to be particularly important. ### 8. Checks all the boxes and helps complex processes run smoothly **Rating:** 4.5/5.0 stars **Reviewed by:** Emily K. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2022 **What do you like best about FloQast?** Having a checklist of tasks month by month helps maintain consistency and remove any ambiguity regarding what needs to be done. Comparing actual to expected sign-off dates allow for benchmarking and improvement plans. **What do you dislike about FloQast?** Refresh can be clunky and take a while. When using the Flux analysis I would love an option as preparer to filter for the items I have checked off, even if the reviewer has not checked off, instead of an all or nothing filter that indicates if the item is either completely done or still needs review. **What problems is FloQast solving and how is that benefiting you?** Managing all close tasks and ensuring all tasks are completed each month. Due dates and sign off allows us to set goals then compare to our expectations for improvement ideas. ### 9. Intuitive and Streamlined Closings, with Room for More Flexibility **Rating:** 4.5/5.0 stars **Reviewed by:** Brady H. | Treasury Accountant III, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast has proven to be highly intuitive and has significantly streamlined our month-end closing process. I appreciate how easy it is to upload documents to a folder and have them automatically linked and added as support, which is especially helpful when updates are required. Also, the reminders and the way tasks are organized among teams and individual team members have made it much clearer to track responsibilities and see who is handling each task. **What do you dislike about FloQast?** I think there could be a little more flexibility in the recurring items, but overall it has been very useful. **What problems is FloQast solving and how is that benefiting you?** The platform addresses the challenges of assigning, tracking, and uploading reconciliation reports, while also offering checklists for recurring tasks that we frequently use and continually refine. ### 10. FloQast Review **Rating:** 4.5/5.0 stars **Reviewed by:** Bianca S. | Accounting Lead, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about FloQast?** Recs are now easier to prepare with the available tags, and the new reconciling items module is super helpful. The quick filters are also helpful, especially now that we're able to sort by the due date. **What do you dislike about FloQast?** I wish there was a way to attach the same file under two different items for the Checklist items. **What problems is FloQast solving and how is that benefiting you?** The FloQast dashboard shows real-time progress of the close, so you know exactly what’s done, what’s pending, and who’s responsible. For example, for the EOD updates I provide during the close, instead of having to reach out to team members I'm able to check the open tasks in FloQast. The automated reconciliation due to the NetSuite integration is also very helpful. ### 11. 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. ### 12. User-Friendly with Robust Documentation **Rating:** 4.5/5.0 stars **Reviewed by:** Kelsi N. | Accounting Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I appreciate FloQast for its seamless setup process, which requires minimal effort and is supported by extensive documentation and training guides. I love how user-friendly it is, making it easy to learn and use compared to other month-end close systems. The software significantly aids in tracking our month-end process, providing clarity on our progress and highlighting potential delays, which is invaluable for project management. The notes capability is a standout feature, serving as an excellent communication tool between preparers and reviewers by sending notifications through emails or Microsoft Teams. Additionally, I find the integration with Microsoft Word and VIZIO extremely useful for editing process documentation directly within FloQast. The ability to assign due dates with clear responsibilities for preparers and reviewers further enhances our workflow efficiency. The integration with Sage Intact, which allows us to pull in GL balances, is another key benefit that supports our financial management and reporting processes. **What do you dislike about FloQast?** I find the search functionality somewhat problematic because it can be clunky and often requires using multiple filters to find what I need. **What problems is FloQast solving and how is that benefiting you?** FloQast streamlines tracking our month-end close process, providing detailed insights on progress and delays. It enhances communication with its notes feature, improving coordination with email and Teams notifications. Housing process documentation in FloQast aids efficient project management and integration with Microsoft tools. ### 13. 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. ### 14. Floqast Streamlines Close Process, Needs Better Completeness Checks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** Floqast has allowed our team to shorten our close time frame from around 12 business days down to 7. The various dashboards have allowed our team to track progress in real time, limiting the need for manual check ins on status updates. It was very easy to implement, requiring the lowest lift of some of our other platform integrations, and has been very easy to train new users on. Our company uses JEM and its been great to be able to integrate actual journal entries right into their corresponding checklist item. Lastly, we haven't required support often but in the times we have the team has been very responsive and provided valuable feedback very quickly. **What do you dislike about FloQast?** Definitely would like to run a completeness check for any income statement accounts, uploading a reconciliation to compare to our ERP system's balances allows us to ensure that new account activity is captured & there aren't any transactions that were accidentally booked to a inactive or infrequently used account. Currently we are only able to run this for balance sheet accounts **What problems is FloQast solving and how is that benefiting you?** Floqast is allowing us to centralize our close process, something that was manually managed via excel sheets before. They are also starting to venture into the AI space, something all accountants are dipping our toes into. The approach has been really great so far, almost a forced approach to go slow and get really comfortable with the AI product in order to gain confidence moving forward ### 15. 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. ### 16. Seamless Integration and AI Empowerment **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica A. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I truly appreciate how FloQast significantly streamlines financial tasks with its AI tools, allowing us to efficiently prepare financials for our diverse clients. The platform reduces the need for direct communication among team members, as everything is accessible through FloQast, ensuring seamless updates and clarity on task statuses. The recent introduction of new AI tools has elevated our service level and enhanced team communication even further. FloQast's dependency management, rules, and notes facilitate a high level of accuracy in our financial reporting, fulfilling the service expectations of our clients. I find the setup process notably simple, and the ease with which it connects to popular financial systems like Xero, NetSuite, QuickBooks Online, and Intact Sage is remarkably smooth, ensuring that post-connection issues are minimal. The auto-matching feature is incredibly beneficial for managing various data sets, while the prepaid amortization feature simplifies addressing challenging journal entries unique to each client. This functionality minimizes cumbersome manual tracking and allows the accountants to focus on verifying balances accurately. FloQast enabling notification alerts for balance sheet changes is highly valued, as it decreases unnecessary communication and allows real-time updates for immediate handling. Overall, it empowers me to dedicate more time to management tasks, confident in the reliability of FloQast’s numbers. With these comprehensive tools, our firm can enhance our client advisory services remarkably, adapting to the rapid technological advancements in the accounting industry. **What do you dislike about FloQast?** I wish FloQast was more tailored to client advisory services firms allowing more functions for managing multiple clients. The current setup seems more focused on individual firm financials rather than offering robust support for client services. Another issue is the lack of flexibility in switching between accrual and cash basis within FloQast, which complicates verifying balances when clients operate solely on a cash basis, as FloQast primarily pools accrual basis data. **What problems is FloQast solving and how is that benefiting you?** I use FloQast to streamline financial tasks, reducing team communication needs by centralizing information. It helps manage balance sheet changes efficiently, allowing more time for strategic management due to reliable numbers. ### 17. Perfect for Accounting Teams, Streamlines Month-End Close **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about FloQast?** I find FloQast incredibly useful for managing our balance sheet reconciliations and providing journal entry support. It streamlines the audit process, allowing auditors to easily access and review journal entries and reports, which not only helps in ensuring accuracy but also saves our team a considerable amount of time in gathering information. The software's ability to integrate smoothly with our ERP and cloud software without any major setup difficulties was a big plus, making the implementation process straightforward. The audit review feature is particularly valuable, offering a thorough and efficient way for auditors to review necessary documents. The prepare reviewer feature ensures that every transaction is reviewed and prepared by separate parties, providing an extra layer of control. I love that FloQast offers a customizable dashboard where I can sort items assigned to me for preparation or review, giving a clear view of the status of our tasks, whether they are on time or delayed. This feature aligns well with project management needs, helping keep track of the team's progress. Additionally, FloQast's ability to connect seamlessly with the trial balance to balance out reconciliations and view everything on a single dashboard is very efficient for an accounting team like ours. It's perfect for completing month-end close tasks which makes me confident in recommending its tailored nature to accounting professionals. **What do you dislike about FloQast?** I think FloQast could improve by adding more project management capabilities for other teams outside of accounting. While the accounting-specific dashboard is great, having similar features for finance, cash management, AR, AP billing, etc., would be beneficial. Right now, it's somewhat limited to checklist items, and expanding the dashboard offerings could enhance its utility across various departments. I'm unsure if more advanced features are available in higher-level subscriptions. **What problems is FloQast solving and how is that benefiting you?** FloQast streamlines our audit process, ensures journal entries are reviewed with control, and saves time by consolidating and facilitating auditor access to information. ### 18. FloQast Streamlines Month-End Close and Reduces Team Stress **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast assists the month end close process in a way that genuinely reduces stress for accounting teams. The checklist functionality keeps everyone on the same page about what needs to be done and by when, which holds members accountable on their responsibilities. The reconciliation module similarly helps save significant time on repetitive tasks. Ensure accounting teams reconcile significant accounts and assist with understanding the variance module **What do you dislike about FloQast?** As a preparer I would like to be able to create recurring tasks on the checklist module. I dont understand why a preparer can create single month tasks but a manager/admin needs to be the one to make it recurring **What problems is FloQast solving and how is that benefiting you?** Improving internal controls to ensure area are covered during monthly close journal entries and through reconciliations and variance analysis. All of which are items our auditors want to ensure are being completed each month ### 19. Centralized Reconciliations Speed Up Audits, But Needs Better Intercompany Support **Rating:** 5.0/5.0 stars **Reviewed by:** Brianna S. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** All of our balance sheet reconciliations and task are in one place and can be accessed by all staff as well as auditors. It makes our annual audits move much quicker and more efficiently. **What do you dislike about FloQast?** We don't have the ability to reconcile intercompany accounts between businesses in separate GP companies. **What problems is FloQast solving and how is that benefiting you?** Task completion and accounts reconciled can be tracked as a whole. We are able to see what areas we are having issues and where we need to step in and help to meet close deadlines. ### 20. The best month end close management tool out there **Rating:** 5.0/5.0 stars **Reviewed by:** Eric H. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about FloQast?** FloQast has shifted its focus toward AI, introducing capabilities to automate operational tasks such as AI-generated flux commentary, automated reconciliation matching, and AI agents to assist with accrual automation. **What do you dislike about FloQast?** Although FloQast is on the right track, I believe there’s room for improvement in their flux analysis module to better compete with other solutions. Adding more flexibility and customization options to the variance analysis tool could take their product to the next level. **What problems is FloQast solving and how is that benefiting you?** Floqast is solving the manual process of creating a month-end close checklist and fluxes via excel. This has made our lives easier because everything is centralized and we are able to easier find support files and recons in one location. ### 21. 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. ### 22. 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. ### 23. A Seamless Solution for Close Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jon G. | Senior International Financial Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about FloQast?** The user interface (UI) has been updated for signing off on tasks which seems more intuitive than it was before. Before, the task on the checklist only had photos of the preparer and reviewer for signoff. Now, it also includes names which is much easier to read. **What do you dislike about FloQast?** Filters that I set on the checklist often get reset to some default setting. If they could be consistently saved from my last visit that would be very helpful. **What problems is FloQast solving and how is that benefiting you?** There are many moving parts in an accounting close, and FloQast keeps everyone on track. I am more productive since I can see all of my tasks and their respective due dates. ### 24. 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. ### 25. Intuitive and User-Friendly, But Needs More Automation and NetSuite Integration **Rating:** 4.5/5.0 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?** I appreciate how intuitive and easy to use FloQast is. Its design and user interface create a seamless experience, making it much easier to get started without a steep learning curve. **What do you dislike about FloQast?** I wish FloQast offered more automation features and provided a stronger integration with NetSuite, especially to assist with variance analysis. Enhancing these aspects would make the platform even more effective for my needs. **What problems is FloQast solving and how is that benefiting you?** FloQast streamlines the financial close process (reconciliation, task checklists, approval/review process, variance analysis) by bringing together financial close checklists and related documents in a single location. This centralization has made our month-end process much more organized. ### 26. User-Friendly Features Make Month-End Close a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** Floqast helps to manage the monthend close checklist and the Balance Sheet Reconciliation balance is constantly updated. And we use the Flux analysis functions. All the features are very user friendly. **What do you dislike about FloQast?** I used to be able to re-assign the preparer in Flux analysis, but I no longer have the capability unless I am the admin person. **What problems is FloQast solving and how is that benefiting you?** Floqast helps to make the reconciliation and flux analysis process more efficient. In the past, we need to constantly run reports in Netsuite to get the latest balance. With Floqast, the balance is updated constantly or we can refresh the balance by clicking the button. ### 27. Floqast Streamlines Month-End Close **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I really appreciate how Floqast simplifies the process of managing rollforwards, reconciliations, and checklist items during our month-end close. It makes the entire workflow much more efficient. **What do you dislike about FloQast?** I would like to see more features that allow for the automatic summarization of historical flux explanations. This would make it much easier to quickly compile information for our quarterly board reports, both at the individual financial statement line item level and in a more condensed, summarized format. **What problems is FloQast solving and how is that benefiting you?** Floqast has been instrumental in reducing the amount of time we need to close our books. ### 28. 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. ### 29. 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. ### 30. User-Friendly Platform That's Easy to Understand **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** the platform is user friendly and easy to understand. I like the ease of the checklists and the reminders for overdue items. **What do you dislike about FloQast?** I don't like that only one person can be in the amortization at a time. I think there should be a view only option for a second user. **What problems is FloQast solving and how is that benefiting you?** Floqast allows us to complete month end close in a timely manner ensuring all tasks are complete. Additional it helps us to track our compliance controls. ### 31. Excellent tool with a lot of potential **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about FloQast?** - easy interface - checklists and reconciliation view in 1 page - easy access to workpapers **What do you dislike about FloQast?** - limitation on uploading reconciliation files. There's no bulk upload to all subfolders (or even upload 1 master excel file with all the reconciliations to 1 place). We have to manually upload the master excel file to each folder - API connection (variance analysis). We had to set up two different API connections, one with YTD numbers (balance sheet) and one with monthly movements (P&L). ERP system is D365 F&O - limitation on reviews. It does reconciliation checks but doesn't highlight unusual positions (e.g. negative receivables balances on customer level). **What problems is FloQast solving and how is that benefiting you?** - easy overview on the state of each entity - easy 4 eyes review and reconciliations - easy review on each workpaper ### 32. Amazing tool for Reconciliations and Controlling also Project Tracking/management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about FloQast?** I kept the same review because FloQast continues to deliver exactly what it promised: a reliable, organized platform for global close management, checklists, and reconciliations, with clear visibility and audit readiness. Its consistency matches my initial experience and aligns with other users’ feedback on efficiency and dependability. **What do you dislike about FloQast?** The Slack integration still doesn’t allow posting status alerts to a specific channel, which means updates must be shared manually. Having a configurable bot for targeted alerts would improve efficiency for global teams. **What problems is FloQast solving and how is that benefiting you?** Global tracking and organization of reconciliations and closing tasks in one place. ### 33. User-Friendly with Excellent Support, But Pricey and Missing AI Features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** Easy to use. Easy to set up. Great customer service. User interface. **What do you dislike about FloQast?** It is a bitexpensive. Lacks AI capabilities. **What problems is FloQast solving and how is that benefiting you?** Streamlines the account rec and close management process. ### 34. Floqast combines all accounting and audit workflows seamlessly into one platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Christina P. | Vice President Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** The documented processes, approvals and automated synching with Yardi for continued accuracy and visibility for audits are my favorite features. **What do you dislike about FloQast?** At times I wish there were more bulk updates available. **What problems is FloQast solving and how is that benefiting you?** FloQast solves documented processes and procedures and benefits us by confirming reviews, approvals, and performace by streamlining deadlines. ## 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%5Bsentiment_snippet%5D=1305450&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+23%3A40%3A19+-0500&secure%5Bsession_id%5D=ceba737d-b35f-4ef6-80e0-010daea6d892&secure%5Btoken%5D=d79fc19a3932fcccd419e6c4baab984051040d1052e5619f96701cacff8fcf93&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)