Close AI

Automate the Close with AI You Can Trust

Put AI to work across matching, reconciliations, journal entries, and analysis, with review and governance built into every step.

Close AI interface showing the Checklist tab with a reconciliation task for FloQast Corporate by period December 2024. Filters include search, assigned to, folders, status, tags, and type. Quick filters are Assigned to You, Your Open Items, Ready for Your Review, Following, Due Today, and Late. The reconciliation list shows one entry for FQ United Kingdom, account 1000 Wells Fargo AI Matching, with balances and amounts. Two assignees, David Suraj (active) and Amy Powell (inactive), both preparers, with due date 11/26/2024.

Focus on Exceptions

Automate up to 80% of reconciliations and reduce the time and effort required to book journal entries.

Automate with Accuracy

Build confidence in your numbers to enable better strategic planning and risk management.

Accounting-Centered AI

Every agent shows its reasoning, an accountant signs off before it runs, and audit evidence is captured automatically.

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Explore FloQast Close AI

AI Agents

Automate the workflows that repeat every close, from pulling data and building entries to tying out and posting.

Build an agent from a close you've already done or start from a prebuilt library, and review every result.

User interface of an accrual summary showing total accrual of $961,200, 18 vendors including FQ US Holdings LLC, FQ US Operations Inc, and FQ US Realty LLC, prior month total of $1,204,500 with a change of -$243,300 (-20.2%). Options to view accrual detail, add notes, and buttons to approve or reject are displayed.
User interface of an AI Matching reconciliation tool showing Balance Sheet tab with GL and Bank columns each displaying $272,034.25. There are input fields for amount and date selection under each column. A highlighted pop-up panel titled FQ Rule 1 shows blurred lines of text and a purple button labeled AI Finding Matches.

AI Matching

Automatically match high-volume transactions across multiple data sources, including 3-way matching for bank, credit card, and subledger accounts.

Create matching rules in natural language, and route unmatched items to the right people to resolve.

Automated Reconciliations

Automate amortization, depreciation, and subledger reconciliations to remove manual tasks and reduce errors for accurate, timely reports.

Turn spreadsheet schedules into automated processes so your team spends less time preparing and more time reviewing.

Dashboard showing a donut chart of all journal entries totaling 38 items with segments for Approved, Prepared, Rejected, and In Progress, and a separate summary listing your journal entries with counts: 12 in progress, 9 prepared, 10 approved, and 5 rejected.

Journal Entry Management

Automatically create and post journals to your ERP, flag potential issues before they hit the ledger, and enforce reviews and approvals.

Attach required documentation to every entry and lock approved journals to keep a complete, auditable record.

AI Variance Analysis

Flag material changes automatically and let AI identify variance drivers and draft flux explanations for your team to review.

Compare balances to prior periods and budget, then export board-ready reports for your CFO and FP&A.

Financial table showing revenue for August 2024 as $6,000,000 and September 2024 as $7,222,304 with a variance of $1,222,304 or 20.4% increase, alongside an AI explanation feature with a button labeled 'Use this explanation.'
User interface showing an anomalies report with two issues, including 'AI Detected' for account sales and marketing tools with a 14-month lookback period, and 'Class is Blank' missing a class tag. An activity log displays transaction ID BILL-44022 with entries for added signoffs by James Smith and David Suraj, comments by James Smith, added assignees, and flagged anomalies noting AI detected a preparer/approver pattern deviation.

Detect

Monitor your GL continuously with AI and custom rules to catch anomalous transactions as they post, not at month-end.

Flags are sorted by severity and routed to the right owner, with every review and sign-off logged.

GenAI Governance Framework

Govern every AI agent with a COSO-aligned framework, a live agent inventory, and a prebuilt AI risk and control matrix.

Agents and governance run on one platform, so audit evidence is captured automatically and connects to your SOX program.

User interface showing a 'Human in the loop' approval status with a request for specialist approval accepted for Mike Rodriguez on March 15, 2026. Below is a tabbed panel with 'Details,' 'Run History,' and 'Version History' tabs, highlighting the 'Run History' tab. It contains audit evidence marked completed on August 3, 2026, at 9:00am, version 7, and a run by Tyler Davis marked completed on the same date at 7:19am, version 7. Two input files named invoices_table_mar2026.csv from AP module are listed with options to copy to test or download.
Cover of the 2026 report titled 'The State of Accounting AI' with a dark green background and a pattern of small squares fading upwards.

The State of Accounting AI 2026 Report

85% of accounting organizations call AI a strategic priority. Only 10% use it extensively.

Independent research across the US and UK shows what the most mature organizations are doing to close that gap.

HubSpot company logo in white on an orange background with a network of connected dots and lines.

“We’ve redefined our roles: AI serves as the new preparer. Our staff and seniors have transitioned into first-level reviewers, allowing leadership to focus more deeply on high-risk areas and strategic initiatives.”

Blake Winchester, Director of Accounting,
HubSpot

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