FloQast
FloQastReviews from AWS customer
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Streamlined Month-End Closing with FloQast
What do you like best about the product?
I have been using FloQast for the past six months primarily for month-end closing and checklist management, which allows us to ensure everything is checked off accurately as per our audit manager's requirements. I particularly enjoy the ease of use of FloQast, which makes the checkoff process straightforward and enables smooth collaboration with our external accounting firm. The software's ability to integrate with our accounting software is highly beneficial, as it allows me to track the status of our closing process, identify bottlenecks, and contact team members who may be lagging behind in their tasks. This feature greatly enhances the efficiency of our closing process and helps prevent delays. Additionally, I appreciate how FloQast supports prepaid reconciliations, which is a new implementation for us this summer.
What do you dislike about the product?
I think that maybe in the prepaid section, which we have just started using, could be a bit easier, specifically when entering beginning balances that have already been amortized over several months. It would be helpful if we could simply input those initial balances and carry them forward through the amortization period seamlessly.
What problems is the product solving and how is that benefiting you?
I use FloQast to track closing processes and ensure smooth month-end closings. It helps in contacting team members falling behind and identifies bottlenecks, enhancing coordination and efficiency.
All-in-One Solution for Daily and Month-End Tasks
What do you like best about the product?
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.
I wasn't involved in implementation , integration nor needed to talk to costumer support.
What do you dislike about the product?
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 the product 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.
FloQast Makes Reconciliation Easy, But Needs QoQ Variance Analysis
What do you like best about the product?
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 the product?
FloQast AI does not support quarter-over-quarter variance analysis.
What problems is the product 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.
The Cleanest Cloud-Based Deliverable Tracker
What do you like best about the product?
The organization of all the tasks & deliverables. Having a clean & user-friendly UI that clearly shows when & what is open. Having an option of rotating frequency of tasks that can be rolled daily, monthly, & quarterly. It's integration with OneDrive makes the review process a lot easier with having all the required support online. Pretty fast process of setting up or implementing it for new clients. A useful tool assists us each quarter.
What do you dislike about the product?
Unfortunately, a fairly manual process to copy or replicate Checklist items & templates. I wish there was more customization for the Dashboard to make more effective/personal for the layout & info displayed
What problems is the product solving and how is that benefiting you?
This tool has been instrumental in helping us track our deliverables and maintain compliance for our SOC 2 testing, both quarterly and at year-end. One particularly valuable feature is the clear display of the Preparer and Reviewer for each checklist, which greatly supports our training of new team members and makes it easier to log sign-offs.
User-Friendly and Versatile, But File Attachment Issues Need Fixing
What do you like best about the product?
The user friendly interface and ease of using the tool, being able to switch between checklist tasks and reconciliations, and the variety of functions offered.
What do you dislike about the product?
Recently, it seems like entire files get attached to a balance sheet reconciliation if it has the #, however even after remving the # from the file, it seems it is still attached. but when I remove the file from the reconciliation attachment, it completely deletes the file from our G drive.
What problems is the product solving and how is that benefiting you?
One stop shop for financial close and reconciliation needs.
FloQast Streamlines Month-End Close with Intuitive Automation and Visibility
What do you like best about the product?
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 the product?
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 the product 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.
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.
Great Experience with Minor Sync Delays
What do you like best about the product?
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 the product?
Occasionally, there are small sync delays with Sungard, but they are minor issues
What problems is the product solving and how is that benefiting you?
Reconciliation visibility and delays.
FloQast Speeds Up Closing, But Navigation Could Be Clearer
What do you like best about the product?
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 the product?
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 the product 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.
Floqast Streamlines Month-End Close
What do you like best about the product?
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 the product?
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 the product solving and how is that benefiting you?
Floqast has been instrumental in reducing the amount of time we need to close our books.
FloQast Simplifies Payroll Tasks After Initial Learning Curve
What do you like best about the product?
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 the product?
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 the product 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!
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