I like the integration with NetSuite and the ability to automatically pull in the reconciliation balance. The sign-off process is straightforward, and I also appreciate having the option to set a fixed balance when needed. Overall, the UI is clear and very easy to follow.

It’s easy to integrate the process into a workflow.

I find it easy to reconcile balance sheet accounts in FloQast. It pulls live data from our ERP, and preparers and reviewers can sign off on reconciliations. I like that I can add checklist items or remove them and switch assignees easily. The checklist items provide proof of controls, which auditors love, and I can link support directly in FloQast. The variance analysis pulls in live GL data, shows which vendors and customers are driving changes between periods, and lets account owners prepare flux analysis when they sign off on reconciliations, instead of running reports out of our ERP. FloQast AI agents are easy to set up and help prepare some balance sheet reconciliations, cutting hours of manual work from our month-end close. FloQast also helped with implementing the agents. It integrates with Google Suite and Sage Intacct, and the initial setup was very easy.