--- title: FloQast Reviews meta_title: 'FloQast Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1411 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: 1411 scale: '5' date_modified: '2026-07-19' 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:** 1,411 ## 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. It helps significantly reduce close time and simplifies the task checklist. **Rating:** 5.0/5.0 stars **Reviewed by:** Devin B. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about FloQast?** The filters in Checklist and Reconciliations make it very easy to find my specific tasks and check them off. It's easy to see close progress at any point in time without needing to ask the accounting team for a status update. **What do you dislike about FloQast?** FloQast is one more system to log into and update regularly. It takes several months to fine tune the due dates. **What problems is FloQast solving and how is that benefiting you?** It's easy to see when an entry is made after an account is reconciled which helps me update the reconciliation quickly. Managers can see my close status without having to wait for an update from me. Bottlenecks are also easier to find so we can focus on improving those. ### 2. Keeps Me Organized with Seamless Sync and Timely Notifications **Rating:** 5.0/5.0 stars **Reviewed by:** Morgan H. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I like that it syncs to the Shared Drive and it helps me stay on track with all my tasks in one spot! I love the email notifications when something is due soon or when something is ready for review! **What do you dislike about FloQast?** N/A - currently no dislikes about floqast! **What problems is FloQast solving and how is that benefiting you?** Floqast helps me stay on track and has become my to do list for every month end close and every quarterly close. It organizes via tags that I can use to filter out which tasks I'd like to prioritize. Rather than having a physical to do list, a manager can comment directly in a task and it helps me have a digital trail ### 3. FloQast Streamlines Month-End Close **Rating:** 5.0/5.0 stars **Reviewed by:** Lucy S. | Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** What I appreciate most about FloQast is how it simplifies reconciliation and task tracking, which helps save time and minimize mistakes. With FloQast Transform, we can create custom AI agents to automate processes such as reconciliations and journal entries without any coding required. This has made our month-end close more efficient and allows us to dedicate more attention to broader priorities. **What do you dislike about FloQast?** I don’t really dislike anything about FloQast, but some users say new features can take time to learn, integrations might need extra setup, and there can be occasional minor glitches. **What problems is FloQast solving and how is that benefiting you?** This tool is essential for me when it comes to managing manual reconciliation tasks and producing workbooks. ### 4. Efficient Reconciliation with Helpful Alerts and Customizable Checklists **Rating:** 4.5/5.0 stars **Reviewed by:** Roman G. | Assistant Controller, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I've used other reconciliation software and I believe that FQ works very well. The email alerts are helpful. An area that I believe is particularly noteworthy are the checklists. We have different checklists for month end close vs compliance. Having different checklists helps us to focus on close timelines which is great. **What do you dislike about FloQast?** The only issue with FQ is that it takes too long to upload documents. I don't think the issue is from our end as we can upload documents to other sites without the long delay we experience with FQ. **What problems is FloQast solving and how is that benefiting you?** FQ helps with tracking tasks and letting me know when reconciliations are ready for review. ### 5. Great Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Commercial Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about FloQast?** Easy to use and very user friendly tool, performance is good. **What do you dislike about FloQast?** It is ideal for small to medium businesses, but not suitable for complex or high volume businesses in my opinion. **What problems is FloQast solving and how is that benefiting you?** It gives us the flexibility to work with Excel spreadsheets and it frees up month end close time immensely. ### 6. A helpful Tool to Increase Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Deann B. | Staff Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about FloQast?** I like that I can select checklists/Reconciliations and all of my required tasks pop up. I can see the dates assigned and decide what needs to be tackled first. I feel the organization of tasks is much better than when using Monday. **What do you dislike about FloQast?** I dislike the transformation from excel to google sheets. Some data is lost and does not present correctly. **Recommendations to others considering FloQast:** FloQast can be a tool used to incentivize production. By following the assigned completion dates and making sure all due dates are met users can be tracked to see who is staying on task, who is in front of the tasks, and who might be falling behind. **What problems is FloQast solving and how is that benefiting you?** FloQast is allowing multiple users to gather and maintain information in a timely manner. We are starting to get reconciliations done sooner, which may enable us o move up our close time. ### 7. FloQast Streamlines Month-End Close and Reduces Team Stress **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast assists the month end close process in a way that genuinely reduces stress for accounting teams. The checklist functionality keeps everyone on the same page about what needs to be done and by when, which holds members accountable on their responsibilities. The reconciliation module similarly helps save significant time on repetitive tasks. Ensure accounting teams reconcile significant accounts and assist with understanding the variance module **What do you dislike about FloQast?** As a preparer I would like to be able to create recurring tasks on the checklist module. I dont understand why a preparer can create single month tasks but a manager/admin needs to be the one to make it recurring **What problems is FloQast solving and how is that benefiting you?** Improving internal controls to ensure area are covered during monthly close journal entries and through reconciliations and variance analysis. All of which are items our auditors want to ensure are being completed each month ### 8. Seamless Slack & Outlook Integration, But File Upload Limits Frustrate **Rating:** 4.0/5.0 stars **Reviewed by:** Madeliene O. | Senior Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** A few of my favorite things is the integration to Slack and Outlook for daily close reminders, as well as the Dashboard showing overall close status for me as an individual (as well as my entire team). **What do you dislike about FloQast?** The file size upload limit can be a roadblock during close, sometimes after attempting to upload a file it won't be finalized due to the size. **What problems is FloQast solving and how is that benefiting you?** The application addresses the need for preparer and reviewer sign-offs, which is a crucial part of SOX compliance to ensure timely reviews. My reviewer can leave review notes on individual reconciliations, and I'll be notified through Slack. ### 9. Simple UI and Smooth DropBox Integration Make Floqast a Breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** The UI interface of the platform is simple and easy to navigate. The integration with our DropBox to view reconciled amounts in Floqast from the workbooks is also very nice. **What do you dislike about FloQast?** Updating certain parameters like looking at certain months kind of get snagged and there is a lag when looking for several months in the parameters. It could be an issue on my end but it does happen often. **What problems is FloQast solving and how is that benefiting you?** FloQast addresses our need for a centralized platform to monitor our month-end close process, which is especially helpful given how dispersed our team is. Since we don't all work in the same office and rely on one another to finish tasks in order to complete the close cycle, it's convenient to be able to see which items are done without having to reach out to each person individually. ### 10. Great Experience with Minor Sync Delays **Rating:** 5.0/5.0 stars **Reviewed by:** Eduardo R. | Accounting Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** FloQast provides excellent visibility into the close process, allowing us to easily monitor completed tasks, outstanding items, and those that still need review. This level of transparency keeps our team well-coordinated and consistently saves us valuable time each month.Personally use it for reconciliations and save me a lot of time. The implementation process was smooth and well-structured.The FloQast support team is excellent — responsive, knowledgeable, and proactive. Whenever we’ve had questions or minor sync issues, they’ve been resolved quickly and professionally. **What do you dislike about FloQast?** Occasionally, there are small sync delays with Sungard, but they are minor issues **What problems is FloQast solving and how is that benefiting you?** Reconciliation visibility and delays. ### 11. FloQast import from Sage **Rating:** 4.5/5.0 stars **Reviewed by:** Sandra E. | Accountant 1, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about FloQast?** That able to assign tasks and create a checklist for staff to be able to indicate where they are at and communicate that with superviors. The ability to import Excel worksheets, and for FloQast ability to pull Sage Intacct dimension balances in to match the reconciliation of ledgers. **What do you dislike about FloQast?** I don't like how FloQast defaults back a couple years to the when logging in, instead of where I left off in the current month and year I'm working in. This is irrtating to have to continually select the month folder for the current year. It opens up into year 2022, and then I have to select year 2024. **What problems is FloQast solving and how is that benefiting you?** Ability to see when reconciliation balances go out of balance indicating that added journaling has been done and needs to have the ledger and reconciliation updated. ### 12. FloQast Streamlines Month-End Close, Minor Glitch with Approvals **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast was implemented right before I started at my current company. The Checklist feature is incredibly helpful in making sure that all of the team's work items are complete. When I run our month-end close meetings, I will filter on items that are not yet prepared and are due that day or are past due. I also appreciate how easy it is to review checklist items. Uploaded support is easily accessible. **What do you dislike about FloQast?** One thing that has bothered me is occasionally, I will not be able to mark a checklist or reconciliation as approved; this generally happens after disconnecting/reconnecting to internet throughout the day. It is easily solved by restarting my computer, but this is not ideal during close. **What problems is FloQast solving and how is that benefiting you?** It solves task management with our close checklist. It also solves reconciliation organization and approval workflows. ### 13. Intuitive interface and streamlining the close process **Rating:** 4.5/5.0 stars **Reviewed by:** Lan J. **Reviewed Date:** November 10, 2025 **What do you like best about FloQast?** FloQast has proven to be an efficient tool for organizing and managing period-end tasks and reconciliations. I like how it keeps everything organized and clean, making it easy for accounting professionals to collaborate, track progress, and ensure accuracy. FloQast provides visibility into the close process and reduces manual effort. The user interface is also easy to navigate with a clean UI/UX design that avoids unnecessary features, making it straightforward to use. Another aspect I find beneficial is its audit trail capability, which enhances compliance and documentation. Overall, these features enable me to manage my workload more effectively and enhance team productivity. **What do you dislike about FloQast?** N/A **What problems is FloQast solving and how is that benefiting you?** I use FloQast to efficiently track deadlines for period-end tasks and reconciliations, keep things organized and clean, and maintain audit trails. ### 14. FloQast easy to use. **Rating:** 3.5/5.0 stars **Reviewed by:** Ahmed A. | Project Geologist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about FloQast?** It is really good for catching annoying errores and it is user friendly. **What do you dislike about FloQast?** It just drops sometimes and connectivity concerns. **What problems is FloQast solving and how is that benefiting you?** it works well with large geological data set with sample, assay etc. and it works excel and easy to share with others. ### 15. Easy way to reconcile accounts, find mistakes **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley B. | Accounting Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2022 **What do you like best about FloQast?** I love the added notes to take to keep everybody updated with what you're working with. I love that I can manually add things other than having to reupload the spreadsheets. **What do you dislike about FloQast?** The only issue I have is when it's done auto reconciling and you hit done, it takes you to all the companies, instead of the one you were just working in. If that was changed, it'd make things much easier. **What problems is FloQast solving and how is that benefiting you?** It's making it easy to see the outstanding stuff left in our account which makes it easier to look into. I love that the auto rec feauture has been improved to truly reconcile the correct things. We're able to find if there are any missing entries and be able to go find it easily. ### 16. Centralized Reconciliations Speed Up Audits, But Needs Better Intercompany Support **Rating:** 5.0/5.0 stars **Reviewed by:** Brianna S. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** All of our balance sheet reconciliations and task are in one place and can be accessed by all staff as well as auditors. It makes our annual audits move much quicker and more efficiently. **What do you dislike about FloQast?** We don't have the ability to reconcile intercompany accounts between businesses in separate GP companies. **What problems is FloQast solving and how is that benefiting you?** Task completion and accounts reconciled can be tracked as a whole. We are able to see what areas we are having issues and where we need to step in and help to meet close deadlines. ### 17. Streamlined Task Management, But Reconciliation Matching Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I like that it gives transparency of what are the tasks of each team. The FloRequest and adding dependency on a Reconciliation or checklist helps me streamlined the process of my task during close. The Reconciliation in FloQast helps me on saving time reconciling and preparing my JE. **What do you dislike about FloQast?** So far, the main issue I have encountered with the Reconciliation feature is that it matches transactions based on the exact amount, rather than always matching by check numbers. Sometimes, it automatically matches transactions by amount instead of the check number, which is not what I expect. In these cases, I have to go back and double-check the matches. **What problems is FloQast solving and how is that benefiting you?** Transparency on the task and streamlined the process of close and resolving issues. ### 18. Organized Task Lists and Smart AI, Minor Automation Hiccups **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I like how organized the task list is for JE's and recs. The AI as well is great in variance analysis. I use it to point me in the right direction, as well as check to see if what I came up with is on the right track. **What do you dislike about FloQast?** There is not much I am frustrated with in FloQast. Only thing is software "temperament" when trying to add more automation. I suppose that is with any software. FloQast is pretty great. **What problems is FloQast solving and how is that benefiting you?** Depreciation has been automated more so. The reconciliation for depreciation is so fast now. We are saving a lot of time on this front. Once we figure out how to automate the depreciation JE this process will be even better. ### 19. Financial reporting **Rating:** 5.0/5.0 stars **Reviewed by:** April Xue F. | AVP, Senior. Financial Reporting Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about FloQast?** It is very good for the timeline tracks and late-day reminder. **What do you dislike about FloQast?** Webinars were as fun as prior years before COVID. I miss the fun quality goodies from FQ. **Recommendations to others considering FloQast:** Log in and check your process more frequently to manage your timeline better. **What problems is FloQast solving and how is that benefiting you?** I realized FloQast is like personal time management who reminds me where I am and how many projects are in the queue. Especially close to the end of month I got sidetracked by other projects, FQ's reminder keeps me on track. ### 20. Month 2 in FloQast and I LOVE IT! **Rating:** 5.0/5.0 stars **Reviewed by:** Donna M. W. | Senior Accountant, Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2025 **What do you like best about FloQast?** - Organized - Easy to use - Saves time - Easily identify if account goes OOB - Check list and reconciliation are combined on the folder tab - Ability to lock folders once complete - EVERYTHING :) **What do you dislike about FloQast?** - Set up was a little time consuming for me b/c we used one spreadsheet for all our recs - however tbh nothing outrageous and probably pretty typical when implementing a new system **What problems is FloQast solving and how is that benefiting you?** My company is part of a much larger parent company - we had a pretty manual ME close check list which really was not part of my process and I often didn't keep up w/ it until it was due and had to think back on the dates tasks were completed - our reconciliations we seperate and had to be loaded to another site - FloQast has combined both of these tasks into one and is just saving so much time - ### 21. Highly recommend FloQast **Rating:** 4.5/5.0 stars **Reviewed by:** Melody H. | Director Of Financial Reporting, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about FloQast?** reading about improvements, the ability to earn certificates and using new areas like forcasting, planning, analytics **What do you dislike about FloQast?** easier mass updates and pre made templates for loading and updating. **What problems is FloQast solving and how is that benefiting you?** FloQast is solving the problem of time consuming reconciliations with auto rec (especially for multiple bank accounts), it's helping us better communicate across the team and provides visibility to where we are at with month end close and allows us to have one central location for our files. We are also looking in to how FQ could help us in the future with analytics. FQ has helped us greatly for reducing time spent looking for files when it's all in one location; it has made reconciling accounts easier! ### 22. The best month end close management tool out there **Rating:** 5.0/5.0 stars **Reviewed by:** Eric H. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about FloQast?** FloQast has shifted its focus toward AI, introducing capabilities to automate operational tasks such as AI-generated flux commentary, automated reconciliation matching, and AI agents to assist with accrual automation. **What do you dislike about FloQast?** Although FloQast is on the right track, I believe there’s room for improvement in their flux analysis module to better compete with other solutions. Adding more flexibility and customization options to the variance analysis tool could take their product to the next level. **What problems is FloQast solving and how is that benefiting you?** Floqast is solving the manual process of creating a month-end close checklist and fluxes via excel. This has made our lives easier because everything is centralized and we are able to easier find support files and recons in one location. ### 23. FloQast Simplifies Payroll Tasks After Initial Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I was a bit overwhelmed when given my initial tour of FloQast but now, after using it for a few months, I've found that it's a great way to track the many, many tasks required of my busy payroll position. We've had a couple of issues that involved Trial Balances not loading but our IT department took care of that issue. I love that I can upload the corresponding documents for Journal Entries and Reconciliations. It puts everything at the tip of my reviewer's finger! I use it more towards the end of the month as that's when most of my tasks can be completed. **What do you dislike about FloQast?** It took me a bit to get used to the navigation but once I knew where to look for things I was good to go. **What problems is FloQast solving and how is that benefiting you?** I believe that my employer was using either Excel or another system to track tasks and FloQast has been a significant upgrade for the team. It's so easy to mark items as complete and upload corresponding documents! ### 24. FloQast Brings Clarity and Organization to Our Close Process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** FloQast has truly changed the way we manage our monthly and quarterly close processes. Everything is now far more organized and transparent. The checklist and reconciliation modules make it incredibly straightforward to track responsibilities, and I can monitor progress in real time. This visibility is excellent for identifying bottlenecks early, allowing us to stay on schedule and complete our close on time. I also appreciate how seamlessly it integrates with Oracle ERP Fusion and Dropbox, keeping all our backup files properly linked and accessible. One of the features I value most is the To-Do List. It clearly shows what’s overdue, what’s due today, and what’s coming up, which really helps me set priorities and plan my day more effectively. FloQast Remind has also been a major benefit. In my previous role, I had to manually send out recurring month-end emails for accruals and updates, which was easy to overlook. Now, those reminders are sent automatically, saving me significant time and mental energy. The Slack integration, while a small detail, is extremely useful. It notifies me whenever a task is overdue or completed and provides a concise morning summary of the day’s tasks. Although it seems like a minor feature, it genuinely helps me stay organized and focused. Overall, FloQast has made the entire process much smoother—there’s less stress, fewer delays, and much greater visibility for the whole team. **What do you dislike about FloQast?** Occasionally, syncing larger reconciliations can be time-consuming. After system upgrades, it may also be necessary to refresh connections. To help prevent accidental changes, I would appreciate it if completed tasks remained locked once their documentation is finalized. **What problems is FloQast solving and how is that benefiting you?** As I’ve mentioned before, FloQast has significantly improved our month-end and quarter-end processes. Everything is now much more organized and transparent. The checklist and reconciliation modules make it easy to see who is responsible for each task and to monitor progress in real time, which helps us identify bottlenecks early and avoid any last-minute surprises. One feature I particularly appreciate is the To-Do List. It clearly displays what’s overdue, what’s due today, and what’s coming up, making it much easier for me to plan my workload. FloQast Remind has also been incredibly helpful, as it automates recurring emails for accruals and updates, so I no longer have to remember to send or follow up manually. The Slack integration is another great addition, providing quick notifications about overdue or completed tasks, along with a daily summary of upcoming items, which helps us stay on top of deadlines with ease. In summary, FloQast has streamlined our workflows, saved us time, and given us better visibility, making the month-end close process less stressful and more predictable. It has truly made a difference for our team, and I would recommend it to any finance professional seeking to improve their closing process. ### 25. Modern and user-friendly solution, very customer-oriented **Rating:** 4.0/5.0 stars **Reviewed by:** Markus G. | Accounting Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about FloQast?** The FloQast team works very efficiently to find the optimal solution to application errors and continuously develops its program to provide the most modern and flexible platform possible. FloQast's customer service is simply incredible: every request and every problem is dealt with as quickly as possible, so there is no long wait for the customer. The engagement of the team is excellent and exemplary. **What do you dislike about FloQast?** At the beginning it gives the impression that FloQast is already fully developed in all areas and that there are probably no difficulties in mapping your own processes and rules with FloQast without manual intervention as an interim solution. This is not yet the case at the moment and some interim solutions are required before a final solution can be found. **What problems is FloQast solving and how is that benefiting you?** FloQast is simply failing to map complicated customer processes and rules via the program if they do not correspond to the standard. This is problematic because it forces the customer to adapt their processes and procedures to the standard in FloQast. The good thing, however, is that FloQast works immediately to implement these customer-specific requirements in the system and is constantly developing its program to implement all of its customers' requirements. ### 26. FloQast uses for tracking the Business activities **Rating:** 5.0/5.0 stars **Reviewed by:** Nageshwar P. | Senior Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** September 12, 2024 **What do you like best about FloQast?** FloQast is very good software for maintaining and tracking the day to day operational activities on time. It is very user friendly to assess. Every day send the automatic reminder to registered email ID of the FloQast user. **What do you dislike about FloQast?** Customer care service it bit show and 1st time getting access for individual user is bit difficult. **What problems is FloQast solving and how is that benefiting you?** Floqast is automatic sent the reminder to inividual user to complete their tast and activities on time ### 27. Streamline and Save Time! **Rating:** 4.5/5.0 stars **Reviewed by:** Ash S. | Sr. Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2023 **What do you like best about FloQast?** FloQast AutoRec Matching function. It significantly reduces the time spent on reconciliation of accounts with a great many transactions, while maintaining quality and accuracy. **What do you dislike about FloQast?** The Help Center. It has a lot of information but could use more regular updates to questions. **What problems is FloQast solving and how is that benefiting you?** FloQast is solving our accounting team's massive reconciliation problem with our Loan Clearing account. We are far more efficient and productive using FloQast's AutoRec Matching for accounts with large number of transactions. ### 28. Streamlined Accounting with QuickBooks Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer S. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I find FloQast to be incredibly beneficial for organizing my work through its dashboard, which keeps my tasks streamlined and helps maintain clarity in my role. The reconciliations within Flowcast are a particular favorite of mine, ensuring that everything aligns neatly and efficiently. The end-of-month processes are another crucial aspect where FloQast excels, making an otherwise tedious task straightforward and manageable. The integration with QuickBooks Online is seamless, further simplifying the accounting and workflow management experience. **What do you dislike about FloQast?** I would like the new month to roll out sooner than the first day of the month. **What problems is FloQast solving and how is that benefiting you?** FloQast helps keep my job organized with its dashboard and reconciliations, improving my workflow and end-of-month processes. ### 29. Simple and Organized, But Comment Navigation Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I like the simplicity of FQ. Everything is clearly set up in checklist/reconciliation sections that note due dates and tasks. I like the reminders FQ sends throughout the week, so it is nearly impossible to forget about a task. **What do you dislike about FloQast?** Sometimes it is hard to find a task when I have left a note and someone else has commented on it. I will click the email to view comment but it still doesn't take me directly to the comment, I have to find it. **What problems is FloQast solving and how is that benefiting you?** FloQast keeps me on time and within deadlines. It gives me on overview of what I need to do and when I need to complete it by. ### 30. Helpful Checklists and Alerts, but Task Search Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I appreciate the checklist features, which help staff keep up with their weekly and monthly tasks. I also find the alerts and notifications useful, as they inform me whenever something requires my attention or review. **What do you dislike about FloQast?** Searching for tasks can sometimes be cumbersome. While the reconciliation and auto rec features are useful, they can be challenging to use effectively when not everything matches up one-to-one. **What problems is FloQast solving and how is that benefiting you?** The checklist feature enables us to keep the annual audit process on track by assigning tasks to each responsible person. We have successfully used this feature to let two staff members oversee the tasks for five overlapping audits, which involve several departments and divisions. ### 31. Simple and User-Friendly, But Variance Analysis Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** Simple interface for checklists and reconciliations, ability to use a hashtag to auto reconcile, and ease of use. **What do you dislike about FloQast?** Variance Analysis interface is not the most ideal: the inability to see 2 reviewers on the page without having to click to see the additional reviewer, the inability to filter for open items that are only open for your review (the "Ready for Review" filter shows all accounts regardless of whether it has already been reviewed - maybe showing this because there are 2 reviewers?), having to drag open the flux comment box in order to see the full flux comment, instead of it automatically displaying the full comment when clicking the first time around, not being able to easily toggle to see multiple prior month flux comments within the current month close that is being worked on. **What problems is FloQast solving and how is that benefiting you?** Time efficiency to help make close more efficient. ### 32. A Seamless Solution for Close Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jon G. | Senior International Financial Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about FloQast?** The user interface (UI) has been updated for signing off on tasks which seems more intuitive than it was before. Before, the task on the checklist only had photos of the preparer and reviewer for signoff. Now, it also includes names which is much easier to read. **What do you dislike about FloQast?** Filters that I set on the checklist often get reset to some default setting. If they could be consistently saved from my last visit that would be very helpful. **What problems is FloQast solving and how is that benefiting you?** There are many moving parts in an accounting close, and FloQast keeps everyone on track. I am more productive since I can see all of my tasks and their respective due dates. ### 33. User-Friendly Features Make for an Efficient Close **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I'm a new user so haven't learned all of the functions yet but am already a fan. My favorites so far are the Request Agent because I can view all the responses in one place, the Reconciliations because I receive notifications if something goes out of balance, and the Checklist because it is easy to update. **What do you dislike about FloQast?** It is a tad frustrating that only assignees can sign-off on a checklist item but anyone can remove the sign-off. From an audit perspective, I understand the restriction but don't quite get why it doesn't apply both ways. **What problems is FloQast solving and how is that benefiting you?** It helps with collaboration, centralizing supportive documentation, and audit support. ### 34. FloQast is a no-brainer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about FloQast?** FQ is so easy to use. The software is created with the user in mind to easily complete the tasks it was created for. There always seems to be new things coming out and the customer support is very helpful. **What do you dislike about FloQast?** There are some manual processes that need to be automated, like batch rollforward of recons. Update: Floqast continues to add features such has batch rollforward. There is currently nothing I want that I don't have **What problems is FloQast solving and how is that benefiting you?** We needed a solution to track our external compliance deliverables. FloQast helped point us to the checklist solution. ### 35. Floqast solves your Account Reconciliation needs **Rating:** 5.0/5.0 stars **Reviewed by:** Patti P. | Corporate Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about FloQast?** We are utilizing the Variance Analysis reports and they are great. The sync to Sage to update the financials and be able to provide explanations on variances is working great! **What do you dislike about FloQast?** So far we are very pleased with the application. **What problems is FloQast solving and how is that benefiting you?** Floqast is keeping all of our close needs in one spot. We utilize the checklist and the account recons. A click of a button gets you access to the account recon file so you can review, make changes and sign off on. We have begun using the Variance Analysis reports. These are a great tool to provide explanations on variances to Budget and month over month. ### 36. Great Month-End Close Dashboard **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about FloQast?** Provided a dashboard / one stop shop for month end close **What do you dislike about FloQast?** Could use improvement on providing additional details to solve discrepancy **What problems is FloQast solving and how is that benefiting you?** As a manager, it was easy for me to get an overview of the tasks completed and easily identify items that need further review ### 37. Month End Process tracker **Rating:** 3.5/5.0 stars **Reviewed by:** Tammy C. | Senior Software Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** It is easy to see my checklist of items to complete for the Month End Close process **What do you dislike about FloQast?** I don't like that it signs you out after a bit. I wish it would keep you logged in all day. The Refresh sometimes takes a bit longer than it should. **What problems is FloQast solving and how is that benefiting you?** Close schedule and tracking. It helps see where the department is in our Month End Close process ### 38. Intuitive and User-Friendly, But Needs More Automation and NetSuite Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I appreciate how intuitive and easy to use FloQast is. Its design and user interface create a seamless experience, making it much easier to get started without a steep learning curve. **What do you dislike about FloQast?** I wish FloQast offered more automation features and provided a stronger integration with NetSuite, especially to assist with variance analysis. Enhancing these aspects would make the platform even more effective for my needs. **What problems is FloQast solving and how is that benefiting you?** FloQast streamlines the financial close process (reconciliation, task checklists, approval/review process, variance analysis) by bringing together financial close checklists and related documents in a single location. This centralization has made our month-end process much more organized. ### 39. User-Friendly Features Make Month-End Close a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** Floqast helps to manage the monthend close checklist and the Balance Sheet Reconciliation balance is constantly updated. And we use the Flux analysis functions. All the features are very user friendly. **What do you dislike about FloQast?** I used to be able to re-assign the preparer in Flux analysis, but I no longer have the capability unless I am the admin person. **What problems is FloQast solving and how is that benefiting you?** Floqast helps to make the reconciliation and flux analysis process more efficient. In the past, we need to constantly run reports in Netsuite to get the latest balance. With Floqast, the balance is updated constantly or we can refresh the balance by clicking the button. ### 40. User-Friendly and Perfect for Organizing Data and To-Do Lists **Rating:** 5.0/5.0 stars **Reviewed by:** Constance L. | SEC Reporting Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** It's very user friendly and a great way to organize all of the data and keep track of to-do list items. **What do you dislike about FloQast?** Some of the navigation features on smaller screens aren't as user friendly. **What problems is FloQast solving and how is that benefiting you?** We would lose track of due dates for various items, including account recs, controls, and miscellaneous tasks. Having the checklist feature makes everything easy to see in one spot. ### 41. Reliable tool for managing reconciliations and month-end close efficiently **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** FloQast has made our reconciliation and month-end close process much more structured and transparent. **What do you dislike about FloQast?** I’d like to see even deeper automation in matching and reporting in future updates. **What problems is FloQast solving and how is that benefiting you?** As a finance professional, I particularly appreciate how it helps keep track of deliverables, ownership and deadlines across the team. The task checklist and automated reminders reduce follow-ups and the centralized dashboard gives a clear view of what’s pending or completed. In addition to this it helps in following ways. Great visibility into task status and ownership Simplifies reconciliations and close checklists Strong audit and documentation features ### 42. Customizable Central Hub Makes Reconciliations a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** This platform offers a centralized location that can be tailored to accommodate various task deadlines. Its reconciliation features help ensure that the trial balance from the accounting system matches up accurately with supporting documents. **What do you dislike about FloQast?** Since I don't update the chart of accounts regularly, I often have to spend some time searching for the right location to make changes. It usually takes me a moment to remember where to go to perform that update. **What problems is FloQast solving and how is that benefiting you?** This is a centralized, cloud-based system that enables seamless access for the parent company, its subsidiaries, and even third-party audit teams. ### 43. Great Task Reminders, But Filters Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** jyoti y. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about FloQast?** It help us to remind us what are the task assign to me **What do you dislike about FloQast?** Filters used in the app are bit confusing **What problems is FloQast solving and how is that benefiting you?** Floqast is able to solve many problem like timely closing of tasks. Let manager know about their review task. It is benefiting me in closing my activities in time and sending email for reminders ### 44. Floqast Streamlines Month-End Close **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I really appreciate how Floqast simplifies the process of managing rollforwards, reconciliations, and checklist items during our month-end close. It makes the entire workflow much more efficient. **What do you dislike about FloQast?** I would like to see more features that allow for the automatic summarization of historical flux explanations. This would make it much easier to quickly compile information for our quarterly board reports, both at the individual financial statement line item level and in a more condensed, summarized format. **What problems is FloQast solving and how is that benefiting you?** Floqast has been instrumental in reducing the amount of time we need to close our books. ### 45. Helpful MEC Management Tool **Rating:** 3.5/5.0 stars **Reviewed by:** Teresa G. | Assistant Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2025 **What do you like best about FloQast?** * Clear visibility into month-end close task statuses at a detailed and high level * Integration with Netsuite to show when reconciliations are in balance or come out of balance due to a late entry * Ability to leave review notes directly on tasks * Variance analysis showing trends over time and month-over-month changes by vendor * Ability to add blockers on month-end tasks * Projects tool has been helpful for audit * Ease of self-supporting modifying for what my team needs **What do you dislike about FloQast?** * Variance analysis does not allow for bulk updating of assignees by department * Lack of a clear status for reviewed, but pending review notes * The journal entry features sound cool, but limit of number of rows **What problems is FloQast solving and how is that benefiting you?** Visibility into month-end close, organization, and clarity when balances are changed. ### 46. FloQast Makes Reconciliation Easy, But Needs QoQ Variance Analysis **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2025 **What do you like best about FloQast?** FloQast has truly simplified the reconciliation process for me. I really appreciate how it allows you to connect workpapers and balances directly to GL accounts, which is very convenient. The AI's capability to analyze account activity and deliver a variance analysis is particularly impressive. **What do you dislike about FloQast?** FloQast AI does not support quarter-over-quarter variance analysis. **What problems is FloQast solving and how is that benefiting you?** FloQast has provided our team with greater visibility into changes in the GL. It has also helped us maintain a disciplined month-end close process by keeping us on track with deadlines and reminders. ### 47. FloQast Speeds Up Closing, But Navigation Could Be Clearer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** FloQast visualizes all the tasks I need to do. We use it to close our accounting periods, and has really helped expedite our process. **What do you dislike about FloQast?** This may be just how we configured ours, but I feel like there are too many different pages. The navigation is a bit confusing, especially when the names of the pages don't seem to mean anything to me (e.g. Folders, Checklists, etc.). In my experience, I use Folders as an effective checklist far more than I use the actual Checklist. **What problems is FloQast solving and how is that benefiting you?** There are so many aspects of closing accounting periods, and it's hard to keep track of what should be prioritized. FloQast really helps visualize not only what needs to be done, but what needs to be done first. ### 48. Transparent Audit Trails, but Reconciliation Formatting Can Be Tricky **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I appreciate that there is a helpful audit trail available for every item. This feature adds a layer of transparency and makes it easier to track changes. **What do you dislike about FloQast?** When working with the Reconciliations function, I’ve noticed that the workbooks require a very particular cell format for pulling balances. This requirement can occasionally lead to confusion. **What problems is FloQast solving and how is that benefiting you?** We rely on FloQast for our month-end close process. The ability to track the number of items and monitor progress provides valuable insights, helping us remain organized throughout the close period. ### 49. User-Friendly UI and Teams Integration, but SharePoint Setup Needs Clarity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** User Friendly UI, Notification integration into Teams, workflow platform **What do you dislike about FloQast?** Working through implementation on a large scale, Sharepoint integration for shared folders has caused confusion (internal KKR teams need to establish "Rules of the Road" prior to implementation, still working through internal processes, owners and controls. Working on keeping FQ up-to-date realtime with our Investran system. Buy-in from the internal tech teams is definitely required. **What problems is FloQast solving and how is that benefiting you?** Workflows, pass-offs. We have a large team that is very inter-dependent. Centralizing everyone in FQ has been hugely helpful. ### 50. Keeps Our Close Process Organized and On Track **Rating:** 4.5/5.0 stars **Reviewed by:** Lori S. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** It keeps our close process organized and on track **What do you dislike about FloQast?** nothing as of yet. We have been using it for a while and nothing as come up as annoying or pointless **What problems is FloQast solving and how is that benefiting you?** Making sure all of our processes are completed each accounting period and that our reconciliations balance ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+12%3A46%3A46+-0500&secure%5Bsession_id%5D=1166493a-09e0-45b5-8ebc-05c2698514f2&secure%5Btoken%5D=153090c9cd3a12e5ab35a624290efd221610296024070169e8e3ec59aecc7928&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) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/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 **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 (536 reviews)