Introducing FloQast AI Agents: Revolutionizing Accounting Automation

It’s not every day you get to introduce a groundbreaking innovation designed to truly elevate the accounting profession. 

But today’s one of those days. I'm thrilled to announce FloQast AI Agents, our newest addition to FloQast’s Accounting Transformation Platform, and our latest advancement in accounting automation, built specifically to redefine how teams work.

Imagine a world where the repetitive, time-consuming tasks that weigh down accounting departments are handled seamlessly, accurately, and efficiently. That’s the promise of FloQast AI Agents. These intelligent tools are developed to automate workflows, allowing your team to shift focus from preparation to higher-level review and strategic decision-making. With AI as your teammate, you’re not sacrificing control or accuracy; you’re leveraging technology to enhance them.

Workflow Automation: Designed by Accountants, for Accountants

FloQast AI Agents are designed to turn preparers into reviewers. Built with accountants in mind, they tackle complex, recurring workflows across close management, compliance, and reporting. While these agents handle the grunt work, your team can focus on adding real value to your organization.

Introducing the First Three Agents

We’re thrilled to launch three initial AI Agents that showcase the possibilities of this technology:

Journal Entry Agent

Automates the creation and posting of journal entries, such as Coupa Accruals, saving hours of manual effort while ensuring accuracy.

Data Transformation Agent

Uses natural language inputs to standardize unstructured data, automating key tasks, reconciliations, compliance efforts, and reporting processes.

Custom Agent

Provides the ability to design workflows tailored to your specific needs and complexities, putting the power of bespoke automation directly into your hands.

These three are just the beginning. Across categories like reconciliations, compliance, and financial insights, FloQast AI Agents are here to support accounting teams in ways you never thought possible.

Enter FloQast Transform

If FloQast AI Agents are the tools, FloQast Transform is the engine that drives them. Transform is our all-new product and the versatile hub where you can create, test, deploy, and manage your FloQast AI Agents.

This isn’t a prepackaged solution locked to one rigid workflow. FloQast Transform empowers accountants to define what automation looks like for their unique business processes. With the simplicity of natural language inputs, you can take ownership without dependence on IT or third-party developers.

How It Works

Centralized Management

Transform gives you a single, secure place to oversee all your AI Agents, ensuring transparency and simplicity across your automated workflows.

Tailored Automation

Recognizing that no two businesses operate the same way, Transform lets you build or adjust agents to align with your team’s specific needs and objectives.

The synergy between Transform and AI Agents is what makes this solution so powerful. Together, they provide automation that not only scales with your business but evolves as your needs do.

Why FloQast AI Agents Matter

Most accountants are accustomed to manual processes. They also know the refrain “If it ain’t broke, don’t fix it. But times are changing—fast. Increasing demands for strategic insights, shrinking talent pools, and heavier workloads are pushing teams to find smarter ways to work.

That’s where FloQast AI Agents come in. By automating repetitive tasks, they don’t just save time; they elevate the role of the accountant entirely. With your workflows streamlined, you’re free to focus on analysis, collaboration, and making data-driven decisions that move your business forward.

And because accuracy and compliance are central to what we do, FloQast AI Agents maintain full auditability, so you’ll always have the documentation you need to trust the process.

Built for Trust

Every automated action your FloQast AI Agent takes is backed by control and transparency. We’re proud to be one of the few organizations globally to achieve ISO 42001 AI certification, ensuring ethical and responsible use of AI technology.

This certification isn’t just a badge; it’s a promise that every action is auditable, transparent, and secure. With FloQast, you can innovate without compromising the trust your role demands.

Elevating the Role of Accountants

This launch isn’t about replacing accountants. It’s about enhancing their ability to drive value by taking work off their plates, not control. FloQast AI Agents and Transform work together to create a future where automation takes care of the labor-intensive details, and accountants are empowered to lead.

March 25, 2025, marks the beginning of this exciting new chapter. From the first day we launched FloQast, our mission has been simple: equip accountants with the tools they need to excel. The release of FloQast AI Agents and Transform is the next evolution of that promise.

Here’s to brighter, smarter, and more impactful accounting workflows. I can’t wait to see what you achieve.

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