--- 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: '2026-08-13' 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. FloQast has streamlined our Monthend Close **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about FloQast?** FloQast has so many great features, one of my favorite features is the workflow status where you can see % completion of reconciliations prepared, % completion of reconciliations signed off and whats overdue. It allows management to quickly see whats overdue and track the whole teams performance easily **What do you dislike about FloQast?** I havent encountered an issues with FloQast so far **What problems is FloQast solving and how is that benefiting you?** Floqast has helped us to reduce the number of days we are spending on MEC each period end. The way balances in Sage auto-sync with FloQast means we can always keep on top of our reconciliations. If a balance changes after a reconciliation has been signed off, both the preparer and reviewer of that reconciliation will receive a notification from FloQast letting them now that the reconciliation is now out of balance. It has also helped speed up the approval process whereby approvers can now click a link in FloQast and this will automatically take them to the supporting workpaper behind the reconciliation. ### 2. Love FloQast! **Rating:** 4.0/5.0 stars **Reviewed by:** Jered S. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** FloQast is a great organization tool for month end and day to day workflows. Transitioning into a new software can be a bit of a headache, but the obstacles with learning FloQast were very, very minimal. **What do you dislike about FloQast?** I would like to be able to use ReMind more effectively. Maybe I am still confused about how to best use it, but being able to create and save templates more easily would be a huge problem solver for me. **What problems is FloQast solving and how is that benefiting you?** FloQast helps eliminate some of the chaos during month end close with its simple to follow folder layouts. It is very easy to check what has been completed, what needs to be done, and what is past due. ### 3. 1 year using FloQast! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about FloQast?** FloQast has been very helpful for organization. Prior to implementing, all of our checklists and reconciliations were in spreadsheets that were sometimes messy or overlooked. FloQast has helped us to be more aware of close deadlines, keeping our files and reconciliations in an easy to find location, and knowing what things we need to improve on. It also helps us better document and be aware of account balances period to period to help prepare for a smoother audit. When we have questions, their support team is quick to respond. When we have provided product feedback, their team members have provided solutions or taken notes to provide to the prduct team for consideration. **What do you dislike about FloQast?** One main thing that we've mentioned to our FQ Accounting Success Manager is that we'd like to see our checklist and associated reconciliations connected to each other for easier visibility/reminders to complete. **What problems is FloQast solving and how is that benefiting you?** Seeing clearer due dates, assignments, and reconciliations. This is helping us have a more efficient and transparent close, as well as being more aware of account balances period to period. ### 4. Great software to keep track of your month-end close **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2020 **What do you like best about FloQast?** FloQast provides alerts on tasks that are due so that nothing is missed for the monthly close. It also syncs to your accounting system so that supporting documents are reconciled with the ledger in real time. Once the reconciliation is checked off, any entries to that ledger will create an alert so that late or erroneous entries are caught. It also provides analytics to show the progress of the monthly close, what items are remaining, tasks that are past due, etc...FloQast helps to also save our monthly supporting files shared folders in a uniform format. With the click of a button, you can rollforward prior months supporting files to the current month. **What do you dislike about FloQast?** Only issue I found was when members were deactivated. Their previously assigned tasks just sit in there and no alert is sent to notify active members. **Recommendations to others considering FloQast:** If you want to close the month with a great amount of assurance, FloQast is a must have. It also provides structure to your monthly close by assigning tasks and deadlines to team members so that things are completed when needed. **What problems is FloQast solving and how is that benefiting you?** Everyone on the team are assigned tasks and reconciliations that they are in charge of. FloQast provides a schedule so that everything needed to properly close the month are completed in the assigned dates. FloQast has definitely shaved a few days off our close and also provides assurance that what we report is correct (in all material respects of course). ### 5. Overall a great product for managing month-end close **Rating:** 4.5/5.0 stars **Reviewed by:** Brian Y. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** I feel that FloQast as a tool has a very clear purpose, and it accomplishes that purpose. When performing the month-end financial close, it is important to a) track the progress, b) ensure accountability of preparers and reviewers and c) be aware of any account fluctuations that occur during and after the close. To have the progression of the close centralized and measured is important to maintaining any deadline requirements as well as finding opportunities for increased efficiency in future closes. The preparer and reviewer sign-offs are great because I believe it increases the motivation of the reviewer to really open the reconciliaiton and ensure its accuracy. The live nature of the syncs is great too to see if any items have been booked to an account after the reconciliaiton has been completed. Rather than finding out the hard way down the road, any variances that occur post-rec can be addressed before the close is finalized. Beyond the product itself, I have found every FloQast rep that I have worked with to be professional, helpful and genuinely concerned about my user experience. After using FloQast for our month-end close, I cannot imagine going without it. If I were to ever join a company that did not utilize FloQast for close, it would be one of my initial recommendations. **What do you dislike about FloQast?** I'm sure it is being worked on/improved, but I found the addition of new entities to our close tracker to be a somehwat clunky process. Our rep was able to assist and get us there, but preferably this would be a process that could be handled internally. **What problems is FloQast solving and how is that benefiting you?** FloQast has really enabled us to centralize our close; it has provided the file architecture to keep all our reconciliations in an easily retrievable, logical folder system as well as creating a locus of activity tracking during the close. The visualization of the close has been very helpful as well, being able to see how much has been completed vs. how much is outstanding at any point during the close provides many helpful benchmarks for tracking. As both a preparer and reviewer FloQast has made me much more efficient because my outstanding tasks are always organized and visible. ### 6. Sr. Accountant Review - Monthly FloQast Reconciliation User **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food Production | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** FloQast provides an incredibly detailed platform to reconcile and review our company's entire balance sheet across a half-dozen entities. The checklist is a great way to keep tasks organized - and separated by owner - which helps our finance department stay on scheudle as we work toward close. The account-by-account reconciliatons each month have given leadership more confidence than ever in our financial statement accuracy. Additionally, our 2023 fiscal year audit was very much streamlined by the use of FQ. **What do you dislike about FloQast?** The implementation process was quite labor-intensive, but that may have been just part of the growth needed on our side of things. Refreshing data after making changes to supporting documents can, at times, take a few minutes. **What problems is FloQast solving and how is that benefiting you?** FloQast has essentially forced our company to reconcile our entire balance sheet on a monthly basis, which has significantly reduced the frequency of errors. We no longer have unidentified issues that persist for months at a time. ### 7. Very helpful system for our finance team to centralize checklists and reconciliations. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** The very user friendly interface is great for our team as we are in a position where things are changing rapidly and constantly. The team was very helpful during implementation. We've been able to add visibility to close tasks and reduce close timing while increasing quality of tasks and reviews. **What do you dislike about FloQast?** It would be helpful if there was an integration of FQ tasks/timing into calendar apps (Outlook/Google) so that team members can see everything in one central place. **What problems is FloQast solving and how is that benefiting you?** Prior to FQ, close tasks were being tracked in separate excel trackers and close timing changed each month without central review of all tasks that were done. FQ helped centralize everything into one place and provide visibility into timing, tasks and reviews. The reconciliation feature has also given us full balance sheet coverage over reconciliations . This baseline understanding and tracking has allowed us to reduce close timing and identify more opportunities for efficiency. ### 8. User friendly, great for audit and month end **Rating:** 5.0/5.0 stars **Reviewed by:** Sophie D. | Financial Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **What do you like best about FloQast?** Easy to create check lists for month end, which is really helpful to keep on top of tasks and deadlines **What do you dislike about FloQast?** Would be helpful if it had the ability to have a work flow within a checklist task. I.e one person has a task, that directly impacts the next person being able to do theirs, so if they could be notified then they know they can go ahead and do their task without having to go in and double check **What problems is FloQast solving and how is that benefiting you?** Keep on top of month end tasks. Able to let the auditors go and review all balance sheet reconciliations without the need for them to request them and have to send them over ### 9. FQ **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2024 **What do you like best about FloQast?** Ease of use, including ability to onboard new members without a lot of instruction from managers. **What do you dislike about FloQast?** Some of the structure limitations. For example, if we have one reconciliation that is prepared for multiple accounts, it would be ideal to be able to select all the accounts that recon is for, rather than uploading it multiple times into the various folders. For a couple examples, we have one bank account reconciliation export from our ERP that shows subledger compared to GL balance and covers all bank accounts (foreign and US). We have to load that same recon doc into all folders in all entities. **What problems is FloQast solving and how is that benefiting you?** Tracking workflows across multiple teams and centralizing close tasks. Previously we were using a Google sheet, which was limited and hard to protect from updates and changes. ### 10. Excellent tool with amazing features **Rating:** 5.0/5.0 stars **Reviewed by:** Tessa S. | Senior GL Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** I like that all of our reconciliations are in one shared folder! Previously, we had them saved all over the drive and it is also helpful within floqast you can click a link and a google sheet verison of the rec is available at all times. The checklist and sign off features are great too. This helps us keep up with what tasks are still pending and the timining of the sign offs to let us know if we need to adjust our checklist. **What do you dislike about FloQast?** With Floqast AutoRec feature there are some limitations. I have noticed that it has a hard time matching items that aren't 1:1 as far as amounts so if on the debit side there were 3 items that made up 1 item on the credit side, it's doesn't function as well as I would like since we have many of these cases with our Revenue. **What problems is FloQast solving and how is that benefiting you?** Organization, compliance, timeliness, more efficient processes. ### 11. Accounting Manager with Reconciliation, Checklist, Variance Analysis, Reporting & Compliance modules **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** The direct integration with our NetSuite ERP and the ability to refresh our balances on an ad-hoc basis is great. We often have last minute adjustments, so to be able to update our Reconciliations or Variance Analysis as soon as those are posted in NetSuite helps us. Other systems only refresh on a periodic schedule, so it's nice not to have to wait for that to occur to update our records. Setting up new rec's/checklist items is easy and the process is very intuitive which helps when we have employee turnover or changes in roles. Being able to set checklist items at varying frequencies is great, since we have tasks that are performed daily/weekly/bi-weekly/monthly etc. **What do you dislike about FloQast?** The biggest downside is the files being stored as Google Sheets, rather than MS Excel. Many of our schedules are built is MS Excel using functionality that Google Sheets does not have, or is not great with maintaining, i/e linking between documents, pivot tables and complex formulas. If a file is opened directly from Floqast it opens as a Google Sheet, corrupts the file and automatically saving it, creating the potential for losing hours of work since the files have to be re-created **What problems is FloQast solving and how is that benefiting you?** Ensuring all account reconciliations are completed each period that we require by having everything in a single repository, rather than having to manually compare our financial statements to files stored in a shared folder. ### 12. FloQast **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** We chose FloQast (FQ) over alternative solutions primarily to ensure and improve upon our 1) SOX compliance (Evidencing controls, Reconciliations and Variance Analysis (Flux)) and 2) month end close efficiency. Easy to use - good user interface and user experience Smooth implementation - we had great support from FQ team through implementation (and from CFGI as their preferred implementation partner), and ongoing customer support as we use and improve the use of FQ. The integration with Oracle R12 took thought, time and effort to set up, but has worked very well since implentation. Other cloud ERP systems should more easily integrate. **What do you dislike about FloQast?** The Variance Analysis tool could be improved further. FQ do continue to improve the tool, and appears to be listening to customer feedback. **What problems is FloQast solving and how is that benefiting you?** We chose FloQast (FQ) over alternative solutions primarily to ensure and improve upon our 1) SOX compliance (Evidencing controls, Reconciliations and Variance Analysis (Flux)) and 2) month end close efficiency. ### 13. Active User & Admin **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** We use FQ for monthly close management (checklist/recon tracking) and variance analysis. I enjoy how easy it is to modify as our needs change as a growth company. Their customer support team meets with us quarterly and is 100% willing to help when I can't figure out how to do something. Love their free CPE!! CPE is not only focused on their product but on accounting world in general! I think this speaks volumns to their "by accountants for accountants" pitch! **What do you dislike about FloQast?** We don't use a lot of there other offerings and sometimes it gets a little sales pitchy...I 100% get that this is their job. I will take this as part of our quarterly meetings as the live attention/focus is nice. I did give a few suggestions to our CSM on their auto reconcilation amortization function as I found Excel to be easier in my use case. (I have not tested this function in 6+ months). **What problems is FloQast solving and how is that benefiting you?** Tracking/Controls/Sign Offs ### 14. Useful and Fast **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** What I like most about FloQast is that it makes reconciling faster with the use of the auto matching. It is easy to use and understandable for the most part. I like that as the trial balance changes, you are notified that your reconciliation is no longer balanced, keeping you in the know of changes being made. It is easy to add your files and most of the time it doesn't take long for them to be uploaded so you can begin reconciling right away. **What do you dislike about FloQast?** I seem to be the only one in my office with this problem, but often, I have to refresh 4-5 times, sometimes more before the data is updated, it can be very frusturating. This happens when updating the trial balance, and when you refresh so it reads the excel. **What problems is FloQast solving and how is that benefiting you?** Floqast keeps us all in the same program for the most part. Our company, as i am sure many others, have more than one program depending on what we are working on, as we do accounting for more than one company. Using FloQast allows us to reconcile from different programs/software, and have most of our reconcilations in one place. It keeps us more organized. ### 15. Simplifies the close process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** The best thing about FloQast is how easy it makes the close process. Before, we had tasks all over the place and it was really hard to keep track of everything that needed to be done. Now we have everything in one place, the dates are clear and in order, and we're able to track where we are in the process. **What do you dislike about FloQast?** Honestly not much. It is one of the best and most useful tools I've used in my accounting career. **What problems is FloQast solving and how is that benefiting you?** FloQast has solved several problems for us. 1. Organizing the close process - our process was pretty scattered before and now we have everything in one place with clear dates. It's also very easy to add new tasks when they arise. It saves so much time not having to remember all the tasks that I have to do for each close. 2. Account reconciliations - there wasn't really a good way to do and store these before FloQast. Now that we have a dedicated place for them, they've already come in handy several times by drawing our attention to things that we may have just let slip through the cracks in the past. 3. Variance analysis - again, we didn't really have a good way to do this in the past. FloQast allowed us to put a good process in place, and it's really helpful to have accounts automatically flagged if the variance is over a certain amount. ### 16. FloQast - A Beacon of Hope **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** FloQast is something that we use almost every single day. It keeps our close process on track and keeps us in the mindset to be preparing for the next close. It is incredibly useful to have something that keeps track of everything that needs to get done for us to close our books. My favorite feature of FloQast is the reconciliation tab. We used to track things in spreadsheets, which was ok. The pain point, though, was when something would change in NetSuite after we had manually updated the balance on our spreadsheet and had considered it reconciled. There was no way for us to be notified or to know that something had changed unless we manually updated the balance again. This meant that we would have to open up our spreadsheets and updated balances nearly everyday throughout the close cycle. This would be across many different files for every balance sheet account. Bit of a nighmatre. FloQast has completey automated that process for us, since it checks the balances for us and lets us know as soon as something no longer reconciles. Then we can go look into what caused the difference and make updates. **What do you dislike about FloQast?** FloQast has been a bit complicated to implement. We have over 20 subsidiaries, and it has had a hard time differentiating those. We've been able to come up with a few workarounds, but it would definitely be nice to have the ability to switch between subs while maintaining one, overall dashboard. **What problems is FloQast solving and how is that benefiting you?** See the previous section where I discuss all of the things I love about FloQast and how it benefits me and my team. ### 17. Intuitive product with amazing product and customer service teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** I love how easy it is to use Floqast. If I'm ever unsure about something, the help center is easy to search and always gets me to the answers I need. I also love how open the product team is to feedback. I feel really confident in using the product knowing they are continuing to iterate and build, even after a prodcut has been released. **What do you dislike about FloQast?** Right now I think "AI" is a really hot topic and everyone is trying to be first to the market with AI features. I personally do not think this is the best use of the product team in the variance analysis. There are other core features lacking in variance analayis. I would love to see an easier interface to add accounts, check completeness, etc. similar to that in the reconcillations module. Fluxes are exteremly nuanced when done correctly and I do not think AI would be able to write an accurate flux. **What problems is FloQast solving and how is that benefiting you?** Ease of understading what tasks need to be completed in order to close the books. ### 18. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** Floqast is a very intuitive system that is consistantly being updated with new features. The team listens to feedback & continuously comes out solutions. **What do you dislike about FloQast?** The chart of accounts can be difficult to update at times. **What problems is FloQast solving and how is that benefiting you?** FloQast keeps the close process organized & streamlines so that when internal auditors arrive they can easily & quickly identify key accounts, reducing the overall number of inquiries. ### 19. Floqast is Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Nyah K. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about FloQast?** I really like how I can use negative workdays (offset days), I LOVE the Teams application where I can just send a message and have an instant to-do list. Its really helping keep track of re-occurring entries and invoices. We are getting more people on the application from my team and I see the potential, damn it's bright. I can't wait to have more of my time back once it's all fine-tuned for my organization. Still learning the apps and add-ons that aid this software to it's full potential. **What do you dislike about FloQast?** I don't like that the Chrome browser add-on for dark mode makes Floqast nearly painful to read. It's one of few sites I have to switch back to regular because it's just not presenting legibly on some screens. I wish there were a more collapsable checklist. There's a lot on these checklists and I can only see 4 -5 items per scroll and I have a 27" monitor, just find it a bit annoying it can't be in a more condensed format. **What problems is FloQast solving and how is that benefiting you?** Keeping track of all the re-occurring information in an organized functional way ### 20. An organized and systematic month-end close **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about FloQast?** FQ keeps our team organized and prioritized with ease! We were able to take a full day off close immediately upon implementation, and we continue to see efficiencies the longer we use it. It is super easy to reassign tasks to different team members and to reshuffle tasks as needed. We also really like the Notes feature as a way of tracking open items and documenting for our audit. The best part of using FQ is that we are immediately alerted when an account falls out of reconciliation so that we can correct it before we close the GL. **What do you dislike about FloQast?** Nothing - we love it! I cannot think of anything that I would change. **What problems is FloQast solving and how is that benefiting you?** FQ requires us to have reconciliations for every balance sheet account - the Completeness feature keeps us in check. We also love the audit trail that we have for every account in FQ. ### 21. Great software to organize deliverables **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about FloQast?** Ability to have all my tasks in one place. It makes it a lot easier for me to keep track of deliverables. **What do you dislike about FloQast?** Keeping track of comments feels dependent on either the preparper or reviewer following up in FloQast. **What problems is FloQast solving and how is that benefiting you?** Lots of month-end and quarter-end deliverables to keep track of. The reconciliation feature also helps us make note of any variance if any ### 22. Great software for tracking close **Rating:** 5.0/5.0 stars **Reviewed by:** Dylan B. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2024 **What do you like best about FloQast?** The best features about FloQast is having a checklist for monthly close items. Being able to track all tasks and set due dates is really helpful when working on month-end close. The Variance Analysis is also a great feature for reviewing month of month variances. Very user friendly and easy to get support from account reps. **What do you dislike about FloQast?** One down side we've encountered is having to group some of our GL accounts to the respective location for month or month analysis. **What problems is FloQast solving and how is that benefiting you?** FloQast helps us reconcile specific accounts and track close tasks instead of having to use speadsheets. ### 23. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2024 **What do you like best about FloQast?** I enjoy jow easy FloQast integrated into our systemand how user friendly it is. **What do you dislike about FloQast?** I have no complaints! Its so easy and helpful. **What problems is FloQast solving and how is that benefiting you?** It is helping with the month end close process. Being able to sign off on work and identify issues as we go has made the process of close more streamlined and easier to track. ### 24. A brilliant system you can tell is written by accountants **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer L. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about FloQast?** I think the system is a great tracking tool for completing an accurate set of accounts. The ability to have teams prompts when reconciliations go out of balance, and the ability to add all working documents to the system is great. It makes tracking the completion of the accounts file much quicker, and gives the ability to track and monitor colleagues areas of responsibility. I can add notes and assign them to particular employees, and be notified when they resolve these. The reduction in printing and all cost savings will be vast, not to mention the improved environmental impact of saving paper. **What do you dislike about FloQast?** At this time I haven't come accross anything that I would particularly say I dislike about the system. **What problems is FloQast solving and how is that benefiting you?** Moving from paper based to electronic. Most of our work was already saved electronically but for the purpost of an accounts file was still paperbased. Now the file is on Flowast, all documents are saved and able to be viewed quickly and easily. ### 25. Streamlined the Closing Process with Great Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy G. | Area Assistant Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about FloQast?** FloQast has streamlined our close process in several ways: 1) FloQast allows us to create custom checklists that ensure that we don't miss anything. The checklists can be updated anytime change is needed. 2) The reconciliation process was a game changer for us. Coming from manual spreadsheets to FloQast introduced us to fantastic tools like Auto-Rec and the Amortization Schedule for prepaids. 3) FloQast allows us to set deadlines and view the status of those deadlines with the analytics tool. This is another way that it keeps us on track. In summary, FloQast has changed the way we close the month, reconcile accounts, and stay on schedule with due dates. We are very happy with it! **What do you dislike about FloQast?** The reliance on Microsoft OneDrive has created minor issues at times. Because our reconciliations are saved on a shared drive, we occasionally lose connectivity. We can usually troubleshoot this on our own in less than 5 minutes, and rarely need IT assistance doing so. **What problems is FloQast solving and how is that benefiting you?** FloQast took a very manual process, with very large and complex spreadsheets and streamlined our reconciliation process. This has reduced the amount of time it takes to close the month and allows our employees to move on from month-end close much faster. ### 26. FloQast Revolutionized Our Close Process **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel S. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** FloQast best helps us by keeping a close watch on account balances even after they're reconciled. If anything changes post-rec, FloQast sends a message to us so we can resolve it before closing the books. **What do you dislike about FloQast?** FloQast automatically refreshes only once per day. I'd like Floqast to complete multiple auto-refreshes each day just in case something changes during the day, and we miss it. I don't have time to login and manually refresh multiple time per day. **What problems is FloQast solving and how is that benefiting you?** The biggest way FQ helps us is that it stays on top of account reconciliation, minimizing errors, and cutting close time into a fraction of what it took before FQ. ### 27. FloQast - the extra admin I needed **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about FloQast?** My favorite features in FloQast for the reconciliaitons are that I can run a completeness check to ensure all accounts are being included as well as the notification I receive if a reconcilation goes out of balance due to a change in the account balance. The checklists keep my team on track and helped us to achieve a much more timely and consistent close. We use the tool each and every month. It is so easy to use and was seemless to integrate as well. Any questions were answered promptly by customer service, who has gone above and beyond to help us. **What do you dislike about FloQast?** I know it is in the works for the near future, but the analytics could be more robust if it would allow comparision of more periods. **What problems is FloQast solving and how is that benefiting you?** FloQast solved our problem of not meeting our closing deadlines and truly reconciling all of our balance sheet accounts. ### 28. Interesting tool **Rating:** 4.5/5.0 stars **Reviewed by:** Naren S. | Chief Accounting officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about FloQast?** Quite user friendly and can navigate easily through the tool **What do you dislike about FloQast?** Checklist can be overwhelming at time. If there's a better way to present the checklist that will be efficient. **What problems is FloQast solving and how is that benefiting you?** Understanding the list of tasks to perform Providing a snap shot as to where we are on the close process Storing documents and information ### 29. Floqast is a GAME CHANGER for month end. It makes the entire process more simplified. **Rating:** 5.0/5.0 stars **Reviewed by:** Kelley G. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** I love the ability to go through each Gl account and verify completeness and accuracy fo account details. Makes the entire close process much cleaner and easy to follow. Nothing gets missed! **What do you dislike about FloQast?** Occassional delays at month end in the refreshing when docs are added. I assume the bandwith of users is multiplied at month end making the entire system slower. I generally just leave and come back to it at a later time if the refresh is slow. **What problems is FloQast solving and how is that benefiting you?** No items are missed. It basically creates a ste-by step process to follow and easy access for the reveiwer to see any one offs or discrepancies. ### 30. Really helped us streamline our close process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about FloQast?** I love how it lets you use your own reconciliation format but still can map the balance to compare to what is recorded in NetSuite. I also really love the review notes feature so that my team can keep track of issues that need to be resolved. **What do you dislike about FloQast?** The one issue I have had is the duplicative approval required from NetSuite requiring a JE to be approved and FloQast not being able to show it as reconciled until the entry is approved in NetSuite. This results in some duplicative work to wait for the JE to be approved in NetSuite before you can to sign-off in FloQast. **What problems is FloQast solving and how is that benefiting you?** Lowered our days to close, figured out areas for improvement with our reconciliations, been able to track tasks and timing of close tasks much more closely. It also has strengthened our close controls. ### 31. FloQast makes monthly close highly visible **Rating:** 4.5/5.0 stars **Reviewed by:** Garrett M. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** I'm working with one company it's great. More than one is even better! Two of the major benefits we've gained by using FloQast: 1. Close status visibility between teams 2. The Organization of tasks keeps me stress free We've been able to push the limits of our close process to be faster each month with the clear visibility that comes from FloQasts easy to use interface. **What do you dislike about FloQast?** Reconciliations are quarantined to 1 folder even if they relate to multiple balance sheet classifications, which leads to multiple reconciliation uploads. Not a big deal, just slightly annoying. **What problems is FloQast solving and how is that benefiting you?** The organization of team related close tasks. ### 32. very good for reconciliations but needs some work. **Rating:** 4.5/5.0 stars **Reviewed by:** John M. | VP of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2022 **What do you like best about FloQast?** I like the reconciliations are linked to NetSuite. I like the signoffs are evident. **What do you dislike about FloQast?** Floqast is just reconciliations, not a complete electronic binder. Also cannot include tickmarks on PDF. I dont like the support is not also part of a spine where you can signoff on it. **What problems is FloQast solving and how is that benefiting you?** Account reconciliations. ### 33. FloQast Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about FloQast?** The things I like most about FloQast are: 1) organization to our monthly close 2) variance analysis 3) reconcilation ease. Because of these features we were able to decrease time during close by a half day. With a small team that has been amazing to get all that time back. Finally, the support team are the best support team that I have ever used. **What do you dislike about FloQast?** Honestly there isn't much that I disklike about FloQast. I have been a FloQast user for over 10 years and I have loved to see the evolution of the system. **What problems is FloQast solving and how is that benefiting you?** The problem that FloQast is solving: 1) Organization of the Close 2) Management of review notes 3) A place for reconciliations both storage and management 4) Variance analysis in one place and automated feed from ERP for balances ### 34. FloQast is an excellent tool for monthly reconciliations. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2024 **What do you like best about FloQast?** The reminders help me stay on track. The check lists and reconciliations lists help me to stay on target for what my tasks are for the month. The auto-rec is great and saves a lot of time. **What do you dislike about FloQast?** The auto-rec requires some set up and training to learn how to use, but this is normal with any new system. Customer support is very helpful in the training process. **What problems is FloQast solving and how is that benefiting you?** Development of new features for depreciation expenses and more auto-rec capabilities. ### 35. Organization solution to our close process and balance sheet reconciliations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** Floqast provides us with a centralized location to track the progress of our monthly close process as well as housing our balance sheet reconciliations. It's helpful and efficient to have everything living in one place with formal signoffs and reviews. It also allows upper management to easily get a pulse on our status. **What do you dislike about FloQast?** There is nothing significant about Floqast that I dislike. If anything, sometimes it takes a good bit of clicks to make updates. Also, it automatically signs you out after 4 hours even when actively using it (i.e. not based on 4 hours of inactivity). **What problems is FloQast solving and how is that benefiting you?** It streamlines our close and B/S reconcilation process. With having formal signoffs for each reconcilation/task, it makes it easy to know exactly where we stand. Also, having a direct hyperlink to the B/S reconciliations simplifies the review process. ### 36. 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. ### 37. FloQast review **Rating:** 4.5/5.0 stars **Reviewed by:** Natasa K. | Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about FloQast?** It is easy to use and customize, I like sign-offs and the fact that it is integrated with NetSuite. It has great visuals, and it is a great repository for support, notes and communication. They are always adding and improving, for ex. amortization schedules, Compliance Management module, etc. And I really like their Learning Center and Customer support. **What do you dislike about FloQast?** There is nothing that I dislike. I wish they would allow to add month folders before the beginning of the month. **What problems is FloQast solving and how is that benefiting you?** Visibility, audit trail, organization of work including ability to add more detailed, step by step description of tasks. The checklist gets copied into next momth, so after initial setup it is just change management that needs to happen. As a result, I feel that we are better organized and informed about where we are at in the close process. ### 38. Floqast has been very user friendly and make close and reconciliation tasks easy to manage. **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?** The floqast sit is easy to navigate, and it allows users to easily see and filter their tasks. **What do you dislike about FloQast?** The refresh time after uploading documents to in Floqast take a bit too long sometimes. **What problems is FloQast solving and how is that benefiting you?** Floqast is actively solving and improving the time taken for uploading and refreshing information. ### 39. Seamless close and good CPE **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about FloQast?** I like that I can see where my month-end close process is at any given time. I also never forget to do something. **What do you dislike about FloQast?** I don't like that I can't see moth over month comparisons of the balances. **What problems is FloQast solving and how is that benefiting you?** I can see close progress at a glance. ### 40. Love the autorec function and prepaid amortization schedule in FQ **Rating:** 4.5/5.0 stars **Reviewed by:** Porntida Y. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about FloQast?** The document and the link/data sync between systems The ability to tag the reviewer/add comment for their review and ability to close comment once we are all set with the task. The Autorec feature for bank rec/CC rec The prepaid amortization schedule. No need for manual and easy to find back up **What do you dislike about FloQast?** The long wait or sometimes crash when we are reloading and reviewing variance analysis **What problems is FloQast solving and how is that benefiting you?** Time saving for bank recs, cc recs, and prepaid amortization schedule and monthly entry to upload to NS, balance sheet rec and closing the month overall. Love the rollforward feature. ### 41. FloQast has streamlined so much! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly S. | SVP, Corporate Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about FloQast?** FloQast keeps us on track with where we need to be, what still needs to be reviewed, makes sure we don't skip a step. The autorec features have saved us a significant amount of time during the tight close. FloQast's support team has remained engaged through every step of the integration. **What do you dislike about FloQast?** Some of our most time-consuming reconciliations seem to be too complex for FloQast at this time. This was not anticipated when we implemented FloQast. **What problems is FloQast solving and how is that benefiting you?** Most importantly, FloQast has helped us to meet our close deadline. This is very important throughout the company. ### 42. Compliance and Process Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** The ability to have a single source of record across compliance and accounting procedures along with the ability to identify gaps or issues. The customer support has been amazing from the beginning and even after implementation we are contacted to see how things could be improved. **What do you dislike about FloQast?** It would be beneficial if the modules were more integrated so that controls could be added to processes without admin access or having to have accounts in multiple modules. It would also be nice to have a platform wide checklist of items that are in my que to limit the amount of time switching between modules. **What problems is FloQast solving and how is that benefiting you?** As a user primarily in the compliance module, FQ helps me have better communication with the accounting team as we conduct control testing and work towards compliance with various regulations. ### 43. Floqast **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about FloQast?** The ability to organize and maintain checklist for daily/monthly/annual tasks **What do you dislike about FloQast?** There are too many extra things built in that are provided but not currently being utilized, this can affect the billing. **What problems is FloQast solving and how is that benefiting you?** organize our closing checklist and maintianing our accounting recs ### 44. I find it at times difficult to locate support to reconciliations. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2024 **What do you like best about FloQast?** keep track on due dates and tasks assigned to me. **What do you dislike about FloQast?** Difficult to locate completed tasks at times. **What problems is FloQast solving and how is that benefiting you?** Let me know when tasks and reconciliation assigned to be are due. ### 45. Great system, but high cost for what it does **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2024 **What do you like best about FloQast?** It's pretty easy to use and has a pretty shallow learning curve for new users to climb. The help/training tools are really great, and the people are super professional and friendly and always willing to help. **What do you dislike about FloQast?** For smaller companies, the high platform/base cost is a deal-breaker. For large companies with large accounting teams, it makes a lot more sense. Sometimes its simplicity can make it complicated to understand since it syncs with OneDrive and Excel and sort of mimics both; from a systems perspective it can be confusing where those end and FloQast begins. **What problems is FloQast solving and how is that benefiting you?** Organizing the monthly close, trying to shorten it by several days, and maintaining accurate reconciliations/being audit-ready. We flew through our audit this year and I think FloQast being implemented made a big difference. ### 46. Easy to use and makes work more fun! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about FloQast?** I like having everything consolidated in one place and organized. The platform is easy to use and it is helpful and satisfying to see your progress in real time. **What do you dislike about FloQast?** FloQast listens to customer feedback and is frequently making improvements to the platform so I currently don't have any dislikes! **What problems is FloQast solving and how is that benefiting you?** FloQast has eliminated a lot of manual work and has helped our team be more organized and timely when it comes to close. It has helped me save a lot of time creating manual checklists, calendars, etc. The real-time data has also helped improve accuracy. Previously, a reconciliation could have been tied out and signed off on and if there were any changes we wouldn't know about it until the following month - now we can ensure everything is up to date. ### 47. Floqast has added tremendous value to our close and recon processes **Rating:** 5.0/5.0 stars **Reviewed by:** Jackie W. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about FloQast?** The Checklist is great, but the Reconciliations tracking and upload process is a dream! We can share our work with our Auditors and prepare for audit by using YoY analysis to answer variances in advance. Floqast has ensured we recon every account every month. It's easy to use and reassign users. We just added our AP & AR departments so they can use the checklist feature. Sungano our Rep has been wonderful to work with! **What do you dislike about FloQast?** The only downside is the bank recon's took some time to automate. Now we can reconcile the banks daily and there is very little to do regarding the banks during close. **What problems is FloQast solving and how is that benefiting you?** Before Floqast some accounts were reconciled monthly, others quarterly. It was overwhelming keeping up. The banks are now reconciled daily. We can spot variances faster and make changes proactively. ### 48. Floqast Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about FloQast?** It helps keep us organized and on task. It seems like if will be a useful tool for our company. **What do you dislike about FloQast?** It seems to run a little slow when we are refreshing. **What problems is FloQast solving and how is that benefiting you?** Floqast helps keep us organized and on task. Helps month-end run smoothtly. ### 49. Huge improvement for our month-end close process! **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia S. | Corporate Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** Overall the implementation was easy. The platform is user-friendly for the end user (preparer), which requires little training. Customer support has been great, they are very responsive. It integrates easily with Sage Intacct. **What do you dislike about FloQast?** It is somewhat difficult to add or edit tasks in bulk at the top level for multiple flows, in our case 30+ entities. It requires a full export/import of ALL. **What problems is FloQast solving and how is that benefiting you?** This has taken our month-end tasks out of Excel. This helps with tracking, training, and accountability. We have also implemented flows for auditing rent rolls, paying taxes, etc. ### 50. Very well organized! **Rating:** 4.5/5.0 stars **Reviewed by:** Lloyd M. | Associate Director, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about FloQast?** The organziation, linkage between recs/tasks & SOX controls in the compliance module **What do you dislike about FloQast?** Nothing currently because the system works as intended & setup. **What problems is FloQast solving and how is that benefiting you?** Streamlining accounting processes with how they link to SOX controls which reducts sthe volume of SOX requests. ## 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=6&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A29%3A20+-0500&secure%5Bsession_id%5D=fffc922e-1019-4307-9e2a-cb4c773bb390&secure%5Btoken%5D=e64411fd4a1aa008f1b8eade55462e5ec76e17eaa857161ba399d2f09606c0c0&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 (2,131 reviews) - [Trintech](https://www.g2.com/products/trintech-trintech/reviews) - 4.5/5.0 (538 reviews)