FloQast
FloQastReviews from AWS customer
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FloQast Review
What do you like best about the product?
FloQast really helps me and my team stay organized during both the close and pre-close periods, which can often become quite hectic. Thanks to FloQast, we remain focused on our objectives and aligned with our monthly and quarterly goals. It was easy to implement into my monthly tasks, and customer support is there when I needed help. I use FloQast frequently and just recently learned about FloQast remind and looking forward to integrating it into my processes.
What do you dislike about the product?
When I first began using FloQast, there was a bit of a learning curve. However, I am now comfortable navigating the platform.
What problems is the product solving and how is that benefiting you?
FloQast is helping solve time management problems and also keeping myself and the team on track with our daily goals through busy times.
Effortless Task Tracking and Powerful Reconciliation Features
What do you like best about the product?
I appreciate being able to keep track of everything on a monthly basis - Completed and what task are delayed, Who is doing it. The reconciliation feature, along with the automatic reconciliation, is particularly useful for large data set. I also like how adaptable the platform is and how well it integrates with Google Docs.
What do you dislike about the product?
Sometimes it crashes and I loose all my data and have start the process from very beginning. I also don't like how after i check the completion if someone else touches my google doc, the complete checkmark would be automatically removed with notifying me and also it should lock in once the file is done.
What problems is the product solving and how is that benefiting you?
I often face tight deadlines at month end, with a large volume of data to reconcile before invoicing partners to guarantee accuracy. FloQast helps me stay on track and meet these deadlines, which is especially beneficial when it comes to my year-end review and performance appraisal. The reconciliation process ensures that all my data is accurate and complete before I send it to customers, significantly reducing the time I need to spend on these tasks.
Seamless Slack & Outlook Integration, But File Upload Limits Frustrate
What do you like best about the product?
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 the product?
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 the product 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.
user-friendly and efficient tool for managing financial close processes
What do you like best about the product?
user-friendly and efficient tool for managing financial close processes.
What do you dislike about the product?
Performance issues (slow, glitchy behavior)
Limited customization and automation gaps
Limited customization and automation gaps
What problems is the product solving and how is that benefiting you?
Improved Compliance and Audit Readiness-
FloQast maintains a complete audit trail and links documentation directly to SOX compliance modules, which is especially valuable for sensitive engagements and regulatory reviews.
FloQast maintains a complete audit trail and links documentation directly to SOX compliance modules, which is especially valuable for sensitive engagements and regulatory reviews.
User-Friendly and Perfect for Organizing Data and To-Do Lists
What do you like best about the product?
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 the product?
Some of the navigation features on smaller screens aren't as user friendly.
What problems is the product 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.
FloQast Keeps Me Organized and On Track with Timely Reminders
What do you like best about the product?
I really appreciate how FloQast helps me stay organized by keeping track of all the tasks I need to complete and sending reminders that ensure I meet my deadlines. It's especially helpful to receive notifications for tasks that occur less frequently, such as annual ones, which could easily be overlooked. As someone responsible for many account reconciliations, some of which are also posted to by others, I find it very useful to get alerts when an account goes out of balance. Before using FloQast, I might not have noticed these issues until the next month's reconciliation.
What do you dislike about the product?
I realize this might be a minor point, and I’m sure it’s something that’s already being addressed, but as a user of Transform, I would really appreciate having an integration with Netsuite. It would be great to pull data directly into the steps, instead of having to reference a file.
What problems is the product solving and how is that benefiting you?
This tool has been instrumental in helping me meet tight deadlines. As well as SOX reconciliation controls, which used to be a very time-consuming task.
Effortless Accounting Integrations, Minor Admin Navigation Hurdles
What do you like best about the product?
The seamless connections between accounting software, such as QuickBooks Online and Intacct. It's easy for me to reconcile balance sheet and profit&loss accounts to my account reconciliation files.
What do you dislike about the product?
Navigating the admin settings, but as long as you know where to find what you need, it's pretty easy.
What problems is the product solving and how is that benefiting you?
Account Reconciliations and Easy Review SignOffs
Keeps Me Organized with Seamless Sync and Timely Notifications
What do you like best about the product?
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 the product?
N/A - currently no dislikes about floqast!
What problems is the product 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
User-Friendly with Excellent Support, But Pricey and Missing AI Features
What do you like best about the product?
Easy to use. Easy to set up. Great customer service. User interface.
What do you dislike about the product?
It is a bitexpensive. Lacks AI capabilities.
What problems is the product solving and how is that benefiting you?
Streamlines the account rec and close management process.
AI-Driven Tools Enhance Efficiency and Explanations in Flux Analysis and Reconciliations
What do you like best about the product?
I love the new AI-integrated tools used in the Flux analysis. They can really help generate a general explanation to start from.
What do you dislike about the product?
Refreshing certain reconciliations can be very time-consuming, which may cause delays in sign-off.
What problems is the product solving and how is that benefiting you?
FloQast helps to take the pain out of reconciliations, which frees up more time to tackle complex accounting issues. I wish our team utilized it for more of our Flux analysis.
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