--- 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: '2026-07-18' 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. Streamlined Compliance with Powerful Audit Trails **Rating:** 4.0/5.0 stars **Reviewed by:** Reena s. | Sales Compliance & CRM Specialist, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2026 **What do you like best about FloQast?** The audit trails and unified month-end checklists are my top picks. Every reconciliation action and attached file carries a timestamp, fully compliant with German financial audit standards. The dashboard displays live task progress, shared lists let our finance team comment directly on work items, cutting down repetitive emails and missed deadlines drastically. **What do you dislike about FloQast?** Report customization options are too few, can’t adjust layouts to match local German audit forms. Bulk editing reconciliations runs sluggishly. It lacks native connection to our internal file server, so I manually upload all supporting documents monthly. Also, adjusting settings to meet local finance rules took lots of repeated edits during setup. **What problems is FloQast solving and how is that benefiting you?** We previously handled all closing work via scattered Excel sheets. FloQast consolidates all closing procedures into one platform, unifies team task tracking and provides traceable audit materials. It drastically cuts audit preparation time, minimizes compliance risks and improves cross-team communication. ### 2. FloQast Streamlines Close with Intuitive Onboarding, Automation, and ERP Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Rinalon E. | Threat Intelligence Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2026 **What do you like best about FloQast?** FloQast brings an organized business closure, where it demonstrates high visibility on operations that are successful The program has a quick and intuitive onboarding, and this makes the whole business functions efficient The app automatically identifies and flag changes, and this includes entries that needs some reconciliation FloQast has a brilliant ERP integration, and this makes it work successfully with Microsoft Dynamics, NetSuite, among others The software has successfully included an audit ready support, and this includes tracking all the compliance issues The automation features is something else FloQast has largely supported, including email reminders and flux analysis **What do you dislike about FloQast?** The implementation expenses are significantly high, and small teams find the tool as a giant The performance capabilities, more so during the end month time are slow and inefficient **What problems is FloQast solving and how is that benefiting you?** FloQast has eliminated all the end month close checks that has been manually executed and this increases efficiency and reliability The app ensures no delays in reconciliation, and this increases the financial reviews and visibility All the accounting workflows and compliance are well handled by FloQast There is a successful collaboration between departments and this creates a functional framework The app has automated tasks like status meetings and email follow up and this reduces the manual struggles The finance team and the IT team ensures high compliance and close accuracy in al operations ### 3. A "Must Have" for any Accounting & FP&A Organization wanting to Implement Best Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan H. | VP of Finance, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2015 **What do you like best about FloQast?** I've now purchased and implemented FloQast as three companies, the reviews from 2015/2020 still hold true with added benefits of the dedicated workflow management that I now leverage in my FP&A function, truly having a one-stop shop for a CFO organization ensuring all deadlines are met with ease while enabling controls/confidence in the numbers each month. **What do you dislike about FloQast?** They continue to build features users actually want vs a product roadmap defined by "product people" that don't understand the real "in the trenches" challenges. 20/10 would buy again at the next gig. **Recommendations to others considering FloQast:** Do it! **What problems is FloQast solving and how is that benefiting you?** Visibility, controls, extremely long close, organization, dysfunctional excel checklist, and recons being done ad hoc are all the main problems we were solving for with our implementation of FloQast. Both times putting in FloQast, we have been able to drastically shorten close and ensure the financials are more accurate than we ever were before. ### 4. Streamlined Close Process with Seamless Integration and Top Support **Rating:** 5.0/5.0 stars **Reviewed by:** Swetha S. | Senior Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2026 **What do you like best about FloQast?** From a Chartered Accountant’s perspective in RTR, what I like best about FloQast is how it brings structure and transparency to the close process. It simplifies reconciliations, provides clear visibility into close status, and ensures strong audit trails. This reduces manual follow-ups, improves accuracy, and allows me to focus more on analysis and reporting rather than coordination. Also its ease of use and ease of implementation, which allow the team to get productive quickly without heavy training. The tool integrates smoothly with existing ERPs, making integration seamless and reducing manual work. Its strong customer support ensures quick resolution of issues during close. The frequency of use reflects how naturally it fits into daily RTR activities, and the right number of features keeps the close process efficient without adding unnecessary complexity. **What do you dislike about FloQast?** During month-end close, when a client had entity-specific reconciliation requirements and ad-hoc adjusting entries, FloQast’s standardized checklist and reconciliation formats didn’t fully accommodate these exceptions. This led to maintaining parallel Excel trackers outside the system, increasing manual effort and the risk of version-control issues, which partially offsets the efficiency benefits FloQast aims to provide. **What problems is FloQast solving and how is that benefiting you?** FloQast addresses the challenge of disorganized and manually driven close activities by bringing all close tasks, reconciliations, and reviews into one structured platform. In an RTR role, this helps eliminate scattered trackers and constant follow-ups. The benefit to me is better control and visibility over the close process. I can clearly track task ownership, review status, and supporting documentation in real time. This improves accuracy, strengthens compliance, and reduces time spent on coordination, allowing greater focus on review and financial insights rather than process management. ### 5. FloQast Automates Reconciliations and Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Himanshu S. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about FloQast?** his is a core strength. FloQast automates the tie-out process by pulling General Ledger (GL) balances directly from your ERP system, which significantly reduces manual data entry and the time spent on preparing simple reconciliations. The AutoRec Matching feature automates transaction-level matching for high-volume accounts like bank reconciliations **What do you dislike about FloQast?** Some users report that while it's great for reconciliation tracking and overall close management, it may lack the granular transaction-level detail and advanced functionality of some other enterprise-grade reconciliation-focused platforms. Its flux (variance) analysis tool also has some reported limitations **What problems is FloQast solving and how is that benefiting you?** It provides a centralized close checklist and dashboard that offers real-time status updates on every task and reconciliation. As an analyst, this gives you and your management immediate visibility into the close progress, potential bottlenecks, and individual team member accountability ### 6. Transparency **Rating:** 5.0/5.0 stars **Reviewed by:** Amarjeet K. | CASH ANALYST, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about FloQast?** It provides real-time visibility into the status of every task, so teams know exactly what is done and what is pending without constant status meetings. The automated checklist helps teams maintain consistency and ensures no tasks "slip through the cracks." **What do you dislike about FloQast?** If not configured perfectly, you might receive an email for every single sign-off or status change. More granular control over notification frequency or a "daily digest" option. **What problems is FloQast solving and how is that benefiting you?** We struggled with a lack of transparency during the month-end close. Status updates were done via manual spreadsheets and endless Slack messages, making it hard for management to see where bottlenecks were. ### 7. User-Friendly, Feature-Rich, and Organized—Minor Lag with Heavy Use **Rating:** 5.0/5.0 stars **Reviewed by:** Sadonia S. | Property Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I love how easy floqast is to use. It is extremely user-friendly and has an abundance of features. Each day that I use floqast, I am introduced to a feature I did not know. Floqast also sends email updates and trainings that I can take advantage of to learn more about their tools. The platform keeps everything organized, transparent, and easy to track and works so well with excel! The automated reminders and checklists make sure nothing slips through the cracks, which helps reduce stress during month-end. **What do you dislike about FloQast?** The only minor issue is the occasional lag in updates when a lot of people are working in FloQast at once, but it’s not a dealbreaker. Also, the setup and customization phase can take a bit of time to fine-tune **What problems is FloQast solving and how is that benefiting you?** FloQast helps solve the challenges of tracking close tasks across multiple properties and entities. Before using it, our team relied on manual spreadsheets and email reminders, which made it hard to stay organized and meet deadlines. Now, everything is centralized — I can clearly see what’s been completed, what’s pending, and who’s responsible. It’s also made reviews and reconciliations much faster and easier to track. Overall, FloQast has reduced stress during month-end, improved accountability, and saved us a ton of time. ### 8. Keeps Our Small Team Organized and On Track **Rating:** 5.0/5.0 stars **Reviewed by:** Laura B. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I really appreciate how FloQast helps keep our team organized. Since our team is small and each member handles a variety of responsibilities, FloQast makes it much easier for us to stay on track and ensures that all our documentation is centralized. This way, anyone can step in and take over a task whenever necessary. While we primarily use FloQast for our monthly close process, we're also in the process of moving our daily and weekly tasks into the platform. **What do you dislike about FloQast?** Based on my experience with FloQast, I truly can't find anything that I dislike about it. If I were to suggest one improvement, it would be the addition of a dedicated area for managing daily or weekly tasks that aren't tied to a specific project or the close dashboard. **What problems is FloQast solving and how is that benefiting you?** FloQast has enabled our accounting team to transition from using separate Excel trackers for each person to a unified platform where everyone can check off their monthly tasks. Now, tasks are automatically routed to reviewers, eliminating the need to remind them manually. FloQast also centralizes all of our documentation, making it much easier to manage. During audits, we've saved significant time by simply setting up auditor access to our tasks and workbooks, which has greatly reduced the need to download and email documents that auditors previously couldn't access. ### 9. All-in-One Solution for Daily and Month-End Tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Romana Z. | Accounts Payable Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I appreciate that it's a one-stop shop for all my tasks, whether they're daily responsibilities or related to month-end close. I use it every single day, and it helps ensure I don't overlook anything. It's also straightforward to use. I wasn't involved in implementation , integration nor needed to talk to costumer support. **What do you dislike about FloQast?** I wish there were an out-of-office feature, so that when I return from PTO, I wouldn't have to manually review and mark as done all the tasks that were delegated or skipped during my absence. It would also be helpful to have a way to check multiple tasks at once in these situations, or to skip completion of those tasks. **What problems is FloQast solving and how is that benefiting you?** This platform serves as a comprehensive solution for managing daily tasks, month-end close activities, and tracking as well as storing accounting reconciliations. It brings everything together in one place, making these processes more organized and efficient. ### 10. FloQast Streamlines Month-End Close with Intuitive Automation and Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammed R. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** What I like best about FloQast is how it centralizes and automates the month-end close process. The checklists, task tracking, and automated reconciliations make it easy to see exactly where we are in the close at any time. It’s intuitive, collaborative, and eliminates the chaos of managing the close through spreadsheets and emails. The visibility it gives our leadership team is a huge bonus. **What do you dislike about FloQast?** While FloQast is an excellent tool overall, the initial setup and integration process can be time-consuming, especially for larger or more complex accounting environments. Customizing workflows to fit unique internal processes sometimes requires extra support from their implementation team. Additionally, certain reporting or analytics features could be more flexible for deeper insights. **What problems is FloQast solving and how is that benefiting you?** FloQast solves one of the biggest challenges in accounting — managing an efficient, accurate, and transparent month-end close. Before using FloQast, our team relied heavily on spreadsheets, email chains, and manual checklists, which often led to version control issues and missed deadlines. FloQast centralizes the entire close process, automates reconciliations, and provides real-time visibility into task progress. As a result, we’ve shortened our close timeline, improved accountability, and gained better insight into where bottlenecks occur. It has also enhanced collaboration across the accounting team and given leadership greater confidence in our financial accuracy. ## 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/floqast-review-4907699?section=pricing&secure%5Bexpires_at%5D=2026-07-18+06%3A11%3A14+-0500&secure%5Bsession_id%5D=87b64145-fbde-497d-aabb-e00a516232c1&secure%5Btoken%5D=b57f098f6b107bcb3dff16a5e2bf5ed8cc63ea501aba63cedb026f6506caf068&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)