FloQast Reviews & Product Details

FloQast is very intuitive. I like that I can figure things out quickly, and I also appreciate the learning resources available for CPE. Review collected by and hosted on G2.com.

I haven’t run into many issues with FloQast so far. That said, it would be nice to see stronger reviews of FloQast as a company on Glassdoor. Review collected by and hosted on G2.com.

I like that FloQast keeps tasks organized and notifies the team when things are completed. I can see all our monthly tasks in one portal, assign deadlines, and see other team members’ tasks. Review collected by and hosted on G2.com.

I can’t save my login details, and I sometimes run into issues logging in. I’d like a saved login feature or to stay signed in when I’m using the same computer. Initial setup was time-consuming and had a bit of a learning curve. Review collected by and hosted on G2.com.

What I like best about FloQast is how it keeps me on track with all of my tasks, and how I can add notes. Review collected by and hosted on G2.com.

I don't have anything that I dislike about Floqast. Review collected by and hosted on G2.com.

I've now purchased and implemented FloQast as three companies, the reviews from 2015/2020 still hold true with added benefits of the dedicated workflow management that I now leverage in my FP&A function, truly having a one-stop shop for a CFO organization ensuring all deadlines are met with ease while enabling controls/confidence in the numbers each month. Review collected by and hosted on G2.com.

They continue to build features users actually want vs a product roadmap defined by "product people" that don't understand the real "in the trenches" challenges. 20/10 would buy again at the next gig. Review collected by and hosted on G2.com.

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

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

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

How it has automated manual tasks and sped up our monthly processes Review collected by and hosted on G2.com.

We still can't get the automatic bank rec to work due to system limitations from our ERP and the bank. Also we are not giving access to our auditors as the access settings are sophisticated enough - they could see all past rec and we just want them to see year end recs. Review collected by and hosted on G2.com.

It’s easy to integrate the process into a workflow. Review collected by and hosted on G2.com.

There is no flexibility for very complex steps, for example, steps that involve encrypted data with custom keys. Review collected by and hosted on G2.com.

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

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

It provides real-time visibility into the status of every task, so teams know exactly what is done and what is pending without constant status meetings.

The automated checklist helps teams maintain consistency and ensures no tasks "slip through the cracks." Review collected by and hosted on G2.com.

If not configured perfectly, you might receive an email for every single sign-off or status change.

More granular control over notification frequency or a "daily digest" option. Review collected by and hosted on G2.com.

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

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