--- title: FloQast Reviews meta_title: 'FloQast Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1412 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: 1412 scale: '5' date_modified: '2026-08-04' 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:** 1,412 ## 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. Best for Large Teams, Less Value for Smaller Ones **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about FloQast?** Helps manage multiple streams of work if you have employees based in a number of locations. **What do you dislike about FloQast?** Month end needs to be reasonably complex with a large team to get enough value out of the product **What problems is FloQast solving and how is that benefiting you?** Helps co-ordinate month end close for larger finance teams ### 2. FloQast is great and a game changer! Thanks **Rating:** 5.0/5.0 stars **Reviewed by:** Johnny M. | Corporate Finance Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** I love the innovation and new tools coming. **What do you dislike about FloQast?** AI tool seems promising but seems to need improvement before finished. **What problems is FloQast solving and how is that benefiting you?** The ability to quickly reconcile lead sheets to GL balances. ### 3. Easy to use, helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about FloQast?** checklists are helpful and easy to review and share with others **What do you dislike about FloQast?** Nothing that I can think of at the moment. **Recommendations to others considering FloQast:** FloQast makes closing a breeze to keep up with. **What problems is FloQast solving and how is that benefiting you?** Easier close, cleaner way of keeping up with checklists and deadlines. Makes balancing the books easy on the first of the month. Like that everyone using can see everything to know where someone else is in their process. ### 4. Great for Organization, But Uploading and Refreshing Are Slow **Rating:** 5.0/5.0 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?** Keeps me on track and organized for closing. **What do you dislike about FloQast?** Uploading the information to the reconciliations. Refreshing takes a long time. **What problems is FloQast solving and how is that benefiting you?** Reconciliations are easier. Helps accelerate closing time. ### 5. 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 ### 6. Very Satisfied FloQast User **Rating:** 5.0/5.0 stars **Reviewed by:** Joy J. | Assistant Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** FloQast has revolutionized our month end close. We were tracking everything in Excel and it was ugly and clunky and not very intuitive. We now use FloQast's checklist and it creates a forecast to when we will close, shows if we are late, early or on target. We use the timeline every day during close to make sure the team members know what they need to get done. Reconciliations are easier to review. Floqast is also easy to adopt for all users and all levels. We are very satisfied with our experience and I high recommend it. **What do you dislike about FloQast?** I would like to be able to modify my dashboard more. It is prett standard / out of the box. But there are other close metrics and KPI's that I would like to see on the dashboard. Like historically which reconciliations are always late.. or if there is a specific team member that is always late and another that is always early... if i could see that data easily, i could rearrange the workload for my team. **What problems is FloQast solving and how is that benefiting you?** Floqast helps us manage the month end close process. We can see what tasks are completed and what are outstanding. We have daily check in calls (we are a remote team), and it helps our conversations be quick and effecient and helps us talk through roadblocks/obstacles if there are any. Floqast has also drastically helped with reconciliations. We can track them, have a repository for them, see which are completed and which aren't... it shows variances to our ERP. Things that Excel could not do for us. ### 7. Real-Time ERP Sync and Smart AI Agents Make Reconciliations 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?** I like that it syncs directly to the ERP system to update GL balances real-time which helps with reconciliations & I like the AI Agents. I enjoy different checklist and recon tabs **What do you dislike about FloQast?** I wish the AI tools could allow pdf upload review and show formulas in the export of calculations **What problems is FloQast solving and how is that benefiting you?** FloQast helps it keep up all the tasks I need to complete. ### 8. Useful Tool for Close Management! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2021 **What do you like best about FloQast?** I also love the prepaids/amortization module! **What do you dislike about FloQast?** I don't have any further suggestions at this time. This has been an awesome tool for us! **What problems is FloQast solving and how is that benefiting you?** We use FloQast for task reminders throughout the month, as well as a close management software for the monthly close. It helps to keep the teams all aligned, especially as we are all remote. ### 9. 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. ### 10. 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. ### 11. Great close management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Raquel P. | VP Accounting and Global Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** Floqast makes it easy to track all the deliverables of the close process and keep everyone in the process connected. It really helps with collaboration too. It's great having review controls for journal entries and reconciliations all in one place. We are also starting to work with their Remind product to help automate some of our close steps, which expect to help reduce close time. We can also share access with our auditors so they can review whatever support they need during audits. The Floqast support team has been helpful and I like their short educational videos that help quickly get up to speed on different features. It's very easy to use and implement. **What do you dislike about FloQast?** While there is a calendar view at a high level of financial statement areas, I would like to see a calendar view for the checklists. With many moving pieces in our processes, it would be helpful to visualize in a calendar view so we can look for efficiencies and dependencies more easily. The data is already there so I'm sure this is something Floqast can add in future updates. **What problems is FloQast solving and how is that benefiting you?** Floqast keeps us organized and on schedule. We can make sure all required controls , tasks and reviewed are tracked and nothing falls through the cracks. As a leader, it's easy for me to view how my team is doing and any issues we are having with the close. ### 12. Floqast has Drastically Improved our Close Process **Rating:** 4.5/5.0 stars **Reviewed by:** Eric M. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2022 **What do you like best about FloQast?** Floqast has drastically improved the visibility of the close process for our 14-person accounting team. We love being able to see our close progress in real-time using the analytics feature in Floqast. **What do you dislike about FloQast?** Honestly, not much, it has been an improvement to our process! Sometimes the documents on the cloud can be a little finicky, in that the updates made when opened to desktop might not flow through to the browser version right away. This has not been a frequent issue and the updates eventually make their way through. **What problems is FloQast solving and how is that benefiting you?** Again, it is improving the visibility of the close across team members, and also automating many close features. Reviewers can automatically see when a preparer has signed off on a JE or reconciliation document, which is very helpful. The team is also using the variance analysis feature to complete monthly budget to actual variance analysis, which has been an upgrade to doing it in Excel. ### 13. Accountability, Communication, and Efficiency - All so we can focus on the interesting projects **Rating:** 4.5/5.0 stars **Reviewed by:** Elizabeth R. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** Without Floqast, we would still be struggling to complete our annual audit in a timely manner. Now our PBC is complete before the auditors arrive and our initial selections are completed within the week requested. Monthly close is so much faster. We have eliminated late entries and keep moving other entries earlier in the month. Reports to senior leaders are accurate and timely. The Floqast team is responsive and asks great questions. We have seen improvements over the years like dependencies and attachments to check lists that keep everyone on the same page. **What do you dislike about FloQast?** A lot of emails are sent to us that noone really looks at. Some folks who have only a few items forget to login because of all the noise from email. We just suggested a connection to "to do's" in outlook or maybe something of that manner. Really there isn't a lot we don't like though. **What problems is FloQast solving and how is that benefiting you?** Monthly and annual todos are captured in a central place. We love the communication tools within Floqast. ### 14. 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. ### 15. Controller review **Rating:** 5.0/5.0 stars **Reviewed by:** Maxine A. | VP Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2024 **What do you like best about FloQast?** - Intuitive for even junior accountants - no coding knowledge required - real-time visual progress reporting - dependencies identified up and downstream to refine close schedule - linking possible to support controls testing - very quick implementation - very friendly staff and customer service - high use cases (non-close related projects, etc.) - very easy integration **What do you dislike about FloQast?** - I don't like the document storage system. documents can either be in the folders or in the file storage location. documents created directly in the file storage location are not reflected in the documents section of the folder - I can't claim ownership of the file storage system and no one has been able to help me with this **What problems is FloQast solving and how is that benefiting you?** - Completeness of close - Management Reporting' - KPI tracking for close - Quality improvement - Granular visibility into choke points - increased efficiency ### 16. Great way to organize a team around the close process **Rating:** 5.0/5.0 stars **Reviewed by:** Steve B. | Corporate Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2019 **What do you like best about FloQast?** Ability to see the status of each of the steps and each of the task owners. I like that they continue to add new features and roll them out to us; the tool continues to improve. We have begun to use the Analytics section to help set goals and track our progress toward improving the speed of the close process. Implementation was a massive differentiator for us. Simple setup, and it does not require much admin support at all. I like that is not a burden at all to use, modify, and maintain. Customer service has been excellent. **What do you dislike about FloQast?** Really can't think of much. I do wish it were a bit less expensive per person. We want to add everyone and we have a large accounting org. I must mention that it is still has a lower cost than other solutions we evaluated. They continue to role out improved functionality but they break up the platform so each of these great things costs a little bit more. Typical for SAAS but would continued cost increases are not always easy to swallow. Before we switched to Netsuite ERP, it was a pain to continue to upload refreshed TBs to get the latest information for our Reconciliation tie-outs. **Recommendations to others considering FloQast:** If you want a light, easy to use tool help manage the close. this is a great option. **What problems is FloQast solving and how is that benefiting you?** More disciplined close process. Improves completeness and controls on the Close and Reporting process. Better sense of ownership. Increased visibility. ### 17. A powerful, yet flexible tool to streamline month-end. **Rating:** 5.0/5.0 stars **Reviewed by:** Tim W. | Senior Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** FloQast has transformed our month-end process for the better. Through its workflow platform, reconciliations, and recurring tasks, I am better able to keep tabs on our progress toward close and easily identify what teammates might need additional assistance in getting their work completed. I also regularly use its analytics functions to assess the output volume of various teammates in quantifiable ways, enabling those members to be rewarded in a manner that is commensurate with their contributions. **What do you dislike about FloQast?** FloQast isn't as "closed loop" a system as some of its competitors, notably BlackLine. FloQast would become even more valuable if it had the ability to build out additional logic pertaining to intercompany reconciliations and other items where both "sides" of the rec live within the accounting system. **What problems is FloQast solving and how is that benefiting you?** FloQast has help us solve multiple business problems. First, it helped us created a highly standardized and repeatable process for month-end close across our 70+ entities. Then, we were able to identify other operational workflow which benefit from FloQast's checklist and tracking functionality. FloQast have proved remarkably useful in serving as a repository of processes that otherwise ran the risk of living only in the minds of subject matter experts. I will also say that FloQast's continued development and additional functionalities have been spot on for the sort of things that benefit our organization. It seems like every time we ask about a potential enhancement, it is already in the pipeline slated for near-future release. ### 18. 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. ### 19. FloQast is Great! **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?** FloQast creates efficiency by helping organize and prioritize tasks. Additionally, it helps to provide great insight into where bottle necks are during the month end close process and emphasizes issues or changes with any reconciliations. The integration was also seamless! **What do you dislike about FloQast?** There seems to be lower levels of customization, but perhaps I am still learning. **What problems is FloQast solving and how is that benefiting you?** This helps create efficiency during month end close helping to speed up the process and provide insights into where there are issues. Additionally, it helps to create an audit trail which could be lost during the chaos of close. ### 20. 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 ### 21. 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. ### 22. Overall, very satisified **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about FloQast?** The ability to provide evidence for all tasks and to ensure all tasks are completed **What do you dislike about FloQast?** It can be quite rigid, some things it forces are not applicable to our situation and this can be fixed by making things a bit les rigid. There should be a better ability to document what has been done in the given period for checklist items. Linkage in the compliance module could be better **What problems is FloQast solving and how is that benefiting you?** Ensuring all tasks done and giving visibility on progress as well as providing evidence of review for 404b ### 23. 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 ### 24. Floqast is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Shani W. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about FloQast?** Slack messages when reconciliations go out of balance Automatic linking to reconciliations support to Box The ability to push refreshes so account balances are up to date Notes section to provide real time updates/blockers/issues on a task or recon Very easy to use **What do you dislike about FloQast?** Cant think of anything just yet, FloQast has been a huge improvement to our previous tool, Blackline **What problems is FloQast solving and how is that benefiting you?** Ability to reconcile faster and easier with this tool compared to competitors. Also love the percentage complete view by entity vs total. This product is a win. ### 25. Clean Look **Rating:** 5.0/5.0 stars **Reviewed by:** Blake M. | Senior FSO Digital Risk Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about FloQast?** The clean look of the FloQast user interface offers an organized experience and the ability to input control information (tests, issues, owners, etc.) enables an efficient use of the system. The ability to assign control owners specific requests and track them accordingly enhances project management. **What do you dislike about FloQast?** Ensure that all control details, risks, evidence, test results, and issues can be easily seen and linked to one control in one simple view would be very helpful. Ensure there is sufficient RCM or testing status reporting. **What problems is FloQast solving and how is that benefiting you?** Organization of SOX testing. ### 26. Keeps us organized and on time, and FloQast continues to add new innovative features! **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren A. | Sr Dir, Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2023 **What do you like best about FloQast?** Floqast has been a game-changer for our very small accounting team! We're able to manage the close cycle closely, manage reconciliation completeness, and keep the process tight and efficient. We are very happy with the functionality! We also really appreciate the proactive nature of the support we receive from FloQast, and the continued expansion of product functionality. **What do you dislike about FloQast?** The pricing, in my opinion, should include the optional but highly useful product features (autorec, fixed assets module etc) without having to pay a premium. Ultimately, we decided they are worth the cost, but the full product suite pricing could have been more transparent. **What problems is FloQast solving and how is that benefiting you?** Our close process prior to FloQast was long, incomplete, and contained in multiple folders/directories. FloQast has allowed us to consolidate these efforts, and the roll-forward feature each month has been highly beneficial in maintaining tidiness. ### 27. Loved and Loving Floqast - what a JEM* **Rating:** 5.0/5.0 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?** Everything the close checklist t recs to the additional offers. It straemlines and documents work for accountants **What do you dislike about FloQast?** Sometimes it can be buggy or error out at the worst times **What problems is FloQast solving and how is that benefiting you?** Streamlines work, documents process, had an audit trail and maintains close records ### 28. 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. ### 29. 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 ### 30. Sr Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** - JE gets synced to the Accounting system. - Checklist - Reconciliation - Flux **What do you dislike about FloQast?** I like all the features in Floqast. None to dislike. **What problems is FloQast solving and how is that benefiting you?** The checklist is the best feature. ### 31. 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. ### 32. Great Integration and Audit Features, Needs Better AI Flux Explanations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** Presentation format layout + Audit /Sign-Off Trail + Integration w/ Netsuite on variances/flux **What do you dislike about FloQast?** Refine further on the AI flux explanation **What problems is FloQast solving and how is that benefiting you?** User friendly, Great tasks tracking tools ### 33. Measuring a closing process **Rating:** 5.0/5.0 stars **Reviewed by:** Camilo M. | Financial Systems Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2024 **What do you like best about FloQast?** I do like the fact that you can set multiple flows in the app, to monitore the monthle closing of your organization. In addition, you have everything that you need to show the existance of intenal controls in a single tools. Which help you in the wholw audit process, even if that refering to intenal or external ussers. **What do you dislike about FloQast?** I dislike the fact that there is no way from the app to join in a combinated view the analis from the diferent flows. This limits the view that users like the Controller or the Financial oficers, can have in organization that has multiple segments o rflows. **What problems is FloQast solving and how is that benefiting you?** Measuring the results, and identify parts of the flow that need to be improved. ### 34. 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 ### 35. I only use few areas and not a lot of reports. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Animation | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about FloQast?** Easy access and organized flow. I can follow easy from my managers instructions. **What do you dislike about FloQast?** I have not discovered fully what it can do to help me personally and professionally. I wish there is some kind of university or learning center to know more about this product. **What problems is FloQast solving and how is that benefiting you?** Reporting my AP month-end and proposals on time and according to order. **Official Response from Gerald Mathews:** > Thank you for your feedback. We truly appreciate your response. In regards to supporting you personally and professionally, we do have our FloQademy which is our learning destination for accountants and finance professionals. FloQademy includes courses to help our valued customers learn how to get the most out of their FloQast solutions. Additionally, you can access exclusive CPE/CPD content for free and learn from industry leaders to help you with your personal and professional development. If you have not yet joined FloQademy, you can reach out to your Accounting Success Manager or our FloQademy team (learning@floqast.com). https://www.floqast.com/floqademy ### 36. My experience with FloQast is quite exceptional **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about FloQast?** Intuitive interface makes using the software a breeze, and my workflow has become much more productive than with our previous software **What do you dislike about FloQast?** As we haven't used this software much yet, there is truly nothing to suggest about dislike since we have had such a massive improvement **What problems is FloQast solving and how is that benefiting you?** FloQast has helped organize all of our controls, workflows and controls owners in a clean, easy to understand manner ### 37. Simple, User-friendly and Powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | Accounting Quality Control Supervisor, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** Simplicity, speed and ease of use. Integration with SAP. Maybe the best customer support so far. **What do you dislike about FloQast?** No downsides identified so far. Sometimes, it's not super straightforward to take action after a review note is assigned. For example, I get a review note assigned to change something on a checklist task and I am re-directed to the Folders menu, where I am not able to click on the settings/change task button which is available on the Checklist menu. **What problems is FloQast solving and how is that benefiting you?** FloQast is bringing all closing tasks, responsible people and deadlines in one place, easy-to-access/see/analzye. It highlights areas of improvement by easily identifying missing/late/unreconciled items. It also incentivizes responsible users do their tasks properly and on time. ### 38. Business Outsourcing Accounting Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** FloQast is a fantastic software for month closes processes and for overall workflow management. I have been using it for almost 5 years and every year they continue to add new features to streamline processes. If you use a software that connects directly (like NetSuite, QBO, or Intacct among others) then this is the absolute #1 software to use. It is more flexible than something like Blackline, but with features that they are adding (like journal entries pushed to the accounting software) I feel like FloQast is closing any gaps while maintaining its flexibility on workpapers that I feel works well for small to larger mid-market companies. **What do you dislike about FloQast?** The downside of being so innovative and constantly adding features is that some features can be a little buggy at first (never for long) and sometimes features can get updates when you don't expect it. They always have a pop up to inform on new features or changes as they are released. **What problems is FloQast solving and how is that benefiting you?** FloQast is first and foremost a top notch month close management software, but it has been improving to allow you to use it as a general workflow management software as well. ### 39. A fresh system that seems to be working with the times **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 interface is easy to understand and seems a lot more modern compared to the one I have used previously. **What do you dislike about FloQast?** Nothing in particular. We've had teething problems, but that's typical with any new system as it involves a learning curve for the users. **What problems is FloQast solving and how is that benefiting you?** FloQast automates tasks that used to require manual intervention, making our processes faster. ### 40. Outstanding **Rating:** 5.0/5.0 stars **Reviewed by:** Mitch C. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about FloQast?** Since our first meeting with the FloQast team, we have been amazed by the product and the team involved! Tracking our month-end close and recs has never been easier. The system is so easy to use; they have thought of everything! The follow-up on suggestions for improvements has also been impressive. **What do you dislike about FloQast?** We are yet to find any dislikes about FloQast. If we have any issues they are answered swiftly and suggestions have been added to the system within a couple of months. **What problems is FloQast solving and how is that benefiting you?** Tracking our month-end close and completing/reviewing balance sheet reconciliations. We have found FloQast helpful for identifying issues within our reconciliations to be resolved in a timely manner. ### 41. FloQast Review **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa V. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** I really like the accesibility that FloQast gives. It is very easy to use and the response of the customer support it impecable. Implementing into FloQast was very easy and quick process. We use FloQast every month for our close processes. I really like how it notifies me if an account goes out of balance. My favorite feature so far is probably the completeness check. We are currently building on our functions that we have available in FloQast and looking for new ways to use FloQast in our day-to-day processes. **What do you dislike about FloQast?** I do not dislike anything about FloQast. **What problems is FloQast solving and how is that benefiting you?** It keeps a clean close calendar with our reconciliations and checklists ### 42. A Month End Close Owner's Floqast Review **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan M. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about FloQast?** I like how easy it was to implement and how it is flexible around our needs. I like how they are continuously improving the platform and adding new features. I like how it gives our team visibility and tracking over our progress. **What do you dislike about FloQast?** I would like more affordable add-on modules. The cost isn't negligible, but it delivers value for us. **What problems is FloQast solving and how is that benefiting you?** It is solving the month end close progress check in process, allowing us to be comfortable over the completeness of what's been done, tracking SOX compliance, tracking FS Notes etc. review. It's keeping everyone on the same page and managing the project of our month end close. ### 43. FloQast for Account Reconciliations and Month End Closing Checklists **Rating:** 3.5/5.0 stars **Reviewed by:** Suzie H. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** FloQast has been very helpful for keeping our team on track with our month end closing checklist. Being able to track items has helped our team streamline processes with dependencies. **What do you dislike about FloQast?** FloQast refresh times for running consolidated balance sheets are sometimes slower than anticipated. Each time an account reconcilation is updated, FloQast runs an entirely new balance sheet, which can take a while due to the number of companies we have. **What problems is FloQast solving and how is that benefiting you?** FloQast is helping us to identify when balances change after a reconcilation has been completed. Our company was previously using only excel for reconcilations, and sometimes a balance would change after a reconcilation had been completed and approved. ### 44. Using FloQast for Closing the books **Rating:** 4.0/5.0 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?** I like the integration with our ERP. I can always have confidence that the books are closed and staying closed because if any postings occurred after that point because our FloQast recs would catch it. **What do you dislike about FloQast?** Sometimes it can be burdensome to add multiple accounts at once. **What problems is FloQast solving and how is that benefiting you?** Floqast limits the amount of communciations needed between my team and I because it is constantly updating as the system does. FloQast provides additional comfort as we try to close down the books because there is a clear status and any balances that change are quickly identifiable. ### 45. Nice toool to follow-up complex processes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2025 **What do you like best about FloQast?** The tool is easy to use and update. The interaction with other stakeholders is easy **What do you dislike about FloQast?** You need to review tasks calendar to take into account legal holidays in a process flow **What problems is FloQast solving and how is that benefiting you?** Floqast manages the process execution seamlessly by sequencing the tasks **Official Response from Gerald Mathews:** > Thank you for sharing your feedback! You can set holidays in Admin Settings > Entities > Manage. This will ensure all due dates that would land on that day are due the day after the holiday. Please don't hesitate to reach out to your ASM for assistance. ### 46. Simple and easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** The prompts that encourage you to look at what you have to do. **What do you dislike about FloQast?** None that I can think of at the moment, very intuitive. **What problems is FloQast solving and how is that benefiting you?** It used to take us up to 5-10 days for a close for the month, that time has been reduced significantly. ### 47. FloQast is great for organizing a team and has wonderful customer support! **Rating:** 5.0/5.0 stars **Reviewed by:** Merri S. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2024 **What do you like best about FloQast?** FQ is great at organizing our month-end close tasks and monthly reconciliation. Works well with our auditors and accessibility. Customer Support is timely (a few hours, not days) and assists with problems effectively. We use it every month to keep myself and my team on task. Enjoy the quarterly reviews with our account manager and help to continue to better our use of FloQast. **What do you dislike about FloQast?** OneDrive integration can be tricky when data is copied over or deleted, and folders can be easily dragged elsewhere. No way to lock or block from happening. **What problems is FloQast solving and how is that benefiting you?** Organize audit, close month-end, analyze variance, and perform reconciliations. ### 48. FloQast Keeps me on track **Rating:** 5.0/5.0 stars **Reviewed by:** Angie D. | Sr. Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about FloQast?** I absolutely love the reminders; it keeps me on task. **What do you dislike about FloQast?** I have no dislikes, that's it. I have nothing else to say on the matter. **What problems is FloQast solving and how is that benefiting you?** FloQast is solving the reminder problem. Prior to FloQast I used OneNote to track task, but FloQast is better. ### 49. new but intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about FloQast?** It appears to be very intuitive, things are in a place that makes sense and are easy to understand and access, and tie together well to make for cohesive GRC. **What do you dislike about FloQast?** haven't found anything glaring in my use so far **What problems is FloQast solving and how is that benefiting you?** We used to have to use a very clunky GRC tool for our client, and it was difficult to navigate and needed lots of access provisioning to every little component. It was annoying and didn't sort evidence well as tied to control tests. ### 50. User friendly close management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Julia M. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** FloQast is super user friendly and intiutive. It helps makes your close process more efficient, streamlined, and organized. **What do you dislike about FloQast?** FloQast could improve how it handles foreign and consolidated currencies, as well as how documents are organized in G-drive when attached as support. **What problems is FloQast solving and how is that benefiting you?** It is very easy to administor the tool to update user changes as needed with inline admin edits. Additionally, it is easy to see how you are on track with close with assigned due dates for both checklists and reconcilations. Finally, dependencies on tasks help you clearly see what things need to be completed first. ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+08%3A09%3A56+-0500&secure%5Bsession_id%5D=b0f621bb-052b-4509-b385-a67c98a2c020&secure%5Btoken%5D=8bd22a76543a4d5e74f37f667fece1367011ad8eaf85cd1c3f18874498142d05&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 **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Reconciliation** - Consolidation - Management - Accounting **Generative AI** - AI Text Summarization - AI Text Generation **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 - Planning & Scheduling **Closing Process** - Audit - Journal Entries - Distribution **Integrations - Financial Reconciliation** - Accounting - Inventory - ERP - Banking **Documentation - Audit Management** - Templates & Forms - Checklists **User Permissions and Security - Financial Reconciliation** - Access - Authentication - Encryption - Regulations **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance **Other Functionality** - Multi-Entity / Consolidation - Recognition Rules - Reconciliations **Agentic AI - Financial Reconciliation** - Autonomous Task Execution **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis **Reporting & Analytics** - Financial Statements - Custom Reporting - Dashboards **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications **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 **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management **Agentic AI - Accounting** - Autonomous Task Execution ## 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 (2,131 reviews) - [Trintech](https://www.g2.com/products/trintech-trintech/reviews) - 4.5/5.0 (538 reviews)