Accounting

Enhancing Accounting Processes with FloQast and Xero

At FloQast, we create tools that simplify and enhance the work of accountants. FloQast’s recent integration with Xero is an exciting step toward that goal, now available for businesses and accounting teams across the Australia-Pacific (APAC) region. This integration is designed with efficiency in mind, helping accounting teams tackle common challenges and improve their financial processes without unnecessary complexity.

Whether you’re part of a growing business, manage multiple entities, or support clients through Client Accounting Services (CAS), this integration is tailored to fit the unique needs of accounting professionals in APAC.

Let’s take a deeper dive into FloQast’s integration with Xero.

Addressing Key Accounting Challenges

From manual data entry to the challenges of reconciliation and incorporating new tools into existing systems, we understand the difficulties accounting teams face daily. These processes are often time-consuming and error-prone, pulling focus away from high-value tasks. 

The FloQast and Xero integration offers practical solutions to these issues. It provides tools that simplify workflows, enhance accuracy, and ensure compliance in a seamless and reliable way.

How the Integration Helps

This solution brings together the strengths of FloQast’s accounting expertise and Xero’s powerful cloud platform. Here’s what it offers in practical terms:

1. Automating Routine Tasks
Tedious manual data entry often slows accounting teams down. With this integration, General Ledger trial balances automatically flow from Xero into FloQast, making reconciliations faster and easier, while reducing errors risk.

2. Keeping Data Current
The Automatic Nightly Refresh ensures account balances are updated daily, so you’re always working with the latest figures. For situations that require immediate updates, a manual refresh feature lets you pull real-time data with just a few clicks.

3. Seamless Integration Within Your Workflow
Adopting new tools shouldn’t disrupt your existing processes. With FloQast dynamically syncing to Xero’s Chart of Accounts, your workflow remains cohesive and uninterrupted, ensuring accuracy while streamlining operations.

4. Simplifying Audits
Audits can be a source of stress, but they don’t have to be. The integration allows you to export reconciliation data directly into Excel, making it easy to gather the documents and details you need.

5. Scaling With Your Needs
Whether you’re managing multi-entity operations or working across regions, this integration scales to meet the complexity of your business. CAS-focused accounting firms, in particular, will benefit from the ability to handle multiple clients’ financial processes more efficiently.

Designed With Accountants in Mind

All our tools are developed with our collective accounting experience in mind. As a result, we recognise the importance of tools that work intuitively and enhance, rather than complicate, the day-to-day workload. 

This integration works in the background, automating repetitive tasks and allowing teams to focus on strategic priorities with confidence and accuracy.

Learn More About the Integration

We’re excited to bring this integration to the APAC market, knowing it can make a tangible difference for accountants striving for greater efficiency and streamlined workflows. If you’d like to learn more about how FloQast and Xero can improve your financial processes, we invite you to schedule a demo or ask questions.

Together, we can enhance the way accounting teams work — supporting smarter, smoother financial close processes that make your life easier.

Jason Toshack

Jason Toshack is the Managing Director for Australia and New Zealand (ANZ) at FloQast, a leading provider of accounting workflow automation software. With over 22 years of experience in the SaaS industry, Jason is a seasoned executive known for his expertise in driving regional growth, leading high-performing sales teams, and fostering strategic partnerships. Prior to joining FloQast, Jason served as Vice President and General Manager ANZ at NetSuite, where he successfully guided the company’s growth and presence across the region for more than 15 years. At FloQast, Jason is spearheading the company’s ANZ expansion, leveraging his deep understanding of the market to grow a localized team, scale operations, and support the increasing demand for innovative accounting technology solutions. Jason is passionate about empowering finance and accounting teams with solutions that streamline workflows and elevate business outcomes.