FloQast enables you to close your books efficiently in a secure and collaborative environment.

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FloQast review by David B.
David B.
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"CPA Firm with a BPO Practice, looking to continually improve our services to the non profit sector"

What do you like best?

We started with FloQast at the beginning of 2016. We are currently running service delivery for 20 clients on the tool. Ultimately this will be our main production engine, driving standardized service delivery and process efficiencies.

Our engagement teams that have used the tool are big fans. FloQast facilitates efficient delegation and review for our team that is increasingly spread across the world serving clients who are spread across the country.

We view FloQast as an essential component of our outsourcing play and are excited to check back in with this forum as its impact matures in our business.

What do you dislike?

FloQast was not initially programmed for specific use by a BPO. To the credit of their ability to listen and hustle, they have made significant changes for the benefit of businesses like ours. They have made strides in our ability to monitor our performance across multiple clients and have many ideas in the queue for future advancement. We appreciate their responsiveness to our input.

Recommendations to others considering the product:

BPO users of the cloud based tools supported by FloQast should strongly consider this solution. Advantages include monitoring performance, course correcting when necessary, documenting reviews, and driving efficiency.

What problems are you solving with the product? What benefits have you realized?

We partnered with FloQast as part of a move to improve service delivery through standardization. The early returns are very good, we can delegate and track delivery of our statement of work much better than we could in the past.

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FloQast review by Kathy W.
Kathy W.
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Verified Current User
Review Source

"FloQast - An accounting tool necessary for BPO practices"

What do you like best?

FloQast provides a monthly checklist for closing procedures, as well as monthly reconciliation sign-offs that enable us to provide a consistent and organized monthly close process for each of our client entities. Without this tool, we would be manually tracking each checklist and the close status of each entity. The tool is very user friendly and also easy to administer. I love having a percentage complete overview of each client's close status.

What do you dislike?

I would like FloQast to provide a BPO summary dashboard in order to manage the close from an overall perspective for our clients. I would also like for them to add a layer of access between user and admin so that the accounting managers could manage the checklist items for their teams. Finally, I would like for FloQast to be able to alert me, as the Controller of the division, when there are balance sheet accounts missing from the client reconciliations.

What problems are you solving with the product? What benefits have you realized?

The ease of managing our close process for all of our clients with FloQast has increased our ability to provide more efficient and accurate month end close results. I can't imagine how we would scale our BPO services without a tool like FloQast. The team at FloQast is super supportive and involved every step of implementation and they empowered us to do future implementations on our own since we have so many to perform.

What Financial Close solution do you use?

Thanks for letting us know!

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* We monitor all FloQast reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.