FloQast Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

FloQast is an excellent platform for managing the month-end close process efficiently. I really like how it centralizes all close activities in one place — from tracking tasks and assigning them to team members, to performing variance analysis and reviewing journal entries. The ability to collaborate seamlessly across the accounting team improves visibility and accountability throughout the close process. Additionally, FloQast’s integration with NetSuite (and other ERP systems) makes data flow smoother and reduces manual work, helping ensure accuracy and timeliness. Review collected by and hosted on G2.com.

The only thing I dislike about FloQast is that, at first, it can feel a bit cumbersome to navigate through the different options. However, after using it for about a week, it becomes very intuitive and user-friendly. Review collected by and hosted on G2.com.

how it genuinely understands the day-to-day challenges of accounting and finance teams and builds technology that fits naturally into their workflows. Review collected by and hosted on G2.com.

I don’t see it as a dislike so much as a challenge that comes with rapid growth. As FloQast continues to scale, maintaining simplicity while adding more advanced features can be difficult. Ensuring the platform remains intuitive for both small teams and larger, more complex organizations is something that likely requires constant refinement. That said, I actually view this as a positive challenge, because it shows FloQast is evolving with its customers and actively investing in product improvement Review collected by and hosted on G2.com.

Floqast makes tracking tasks and reconciliations during month-end close simple. You can easily see what's what items are still open and how long they are overdue by. Numerous filtering options by preparer, reviewer, due date, status, are all very helpful. Integration with Dropbox makes updating recs and documentation of reconciling items easy. Review collected by and hosted on G2.com.

No cons to Floqast I can think of. Used Blackline as a reconciliation tool prior to Floqast and Floqast UI/UX and functionality is definitely a big upgrade. Review collected by and hosted on G2.com.

Quick reconciliation that helps keep tasks in one place, for both your team and yourself. Review collected by and hosted on G2.com.

Sometimes it crashes, luckily the glitches are solved pretty quickly. Review collected by and hosted on G2.com.

I like how FloQast makes the month-end close process very easy, fast, simple, and organized. The reconciliation automation is great because it reduces a lot of manual work. I also appreciate the Excel integration since our team heavily relies on Excel and FloQast connects directly to it. The onboarding team was helpful and guided us through the straightforward initial setup. Review collected by and hosted on G2.com.

FloQast feels complex for new users and customization and reporting options feel limited. Review collected by and hosted on G2.com.

I genuinely appreciate FloQast for its ease of use and simplicity, as it makes my tasks significantly more manageable. The seamless integration with NetSuite and Excel streamlines my reconciliation process, simplifying the way I work with financial data from different platforms. This interoperability greatly enhances operational efficiency. Additionally, its reliability stands out, providing consistent performance that allows me to trust the system without much concern. The setup process was seamless, making the initial adoption and continued use smooth and hassle-free. Overall, these positive aspects contribute to my unwavering satisfaction with FloQast, underscored by my strong likelihood to recommend it to others. Review collected by and hosted on G2.com.

{"The time it takes for reconciliations to update"} Review collected by and hosted on G2.com.

FloQast really helps me and my team stay organized during both the close and pre-close periods, which can often become quite hectic. Thanks to FloQast, we remain focused on our objectives and aligned with our monthly and quarterly goals. It was easy to implement into my monthly tasks, and customer support is there when I needed help. I use FloQast frequently and just recently learned about FloQast remind and looking forward to integrating it into my processes. Review collected by and hosted on G2.com.

When I first began using FloQast, there was a bit of a learning curve. However, I am now comfortable navigating the platform. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I think there could be a little more flexibility in the recurring items, but overall it has been very useful. Review collected by and hosted on G2.com.