Close Your Books Faster

Streamline your accounting team process

Manage all the moving parts of the month end close process by connecting your process, people, documents and reconciliations in the cloud.

Eliminate manual ticking and tying with automated tie-outs

FloQast’s advanced APIs pull your GL balance and match it with your Excel workbooks to automate the reconciliations process.

Hit deadlines without micromanagement

Know if you’re on track or falling behind with a real-time close status dashboard, and get email alerts for unreconciled items so nothing falls through the cracks.

Hand Over Financials with Confidence

Ensure completeness

See what’s completed, past due or outstanding from a single dashboard at any point in time in your close process to enable a qualitative review.

Certainty that everything ties out (and stays that way)

Whether an account used to tie and doesn’t, or never tied in the first place, you’ll get an email alert. Lock your accounts and documents to ensure everything stays balanced.

Minimize human error by automating manual tasks

Eliminate any room for error around manual reconciliations with automated General Ledger to Excel tie-outs.

Work Better As A Team

Unify your process

FloQast is your single place to manage the close, aligning disparate teams, processes and data in one collaborative platform.

Focus on high priority items

Use filters like “Incomplete” or “What Should I Do Next?” so you always know where you fit into the big picture and what to work on next.

Collaborate through review notes

Whether your team fits in one room or is scattered across the world, you can assign review notes to keep back and forth communication documented and organized.

Work The Way You Already Work

Work dynamically in Excel

FloQast mirrors your existing folder structure and integrates directly with your Excel workbooks to automate tie-outs without the need to work outside native Excel.

Onboard employees faster

With all processes documented and communication transparent within FloQast, new employees can pick up right where others left off.

Automated roll forward

Automatically roll forward your checklist, reconciliations and supporting documents, so you can maintain a standardized folder structure and process without the administrative burden.

Excel reconciliations support

Stay Audit-Ready

Increase audit readiness

Built by former Big 4 auditors, FloQast organizes your documentation with your audit in mind. All support and evidence of review and signoff is documented, time-stamped and audit-ready.

Ensure accounts stay tied out

Dynamic sync ensures your Excel workbooks always tie back to your GL. If a prior period adjustment causes an account to no longer tie out, you’ll get an alert.

Cut audit costs

Hand over a documented audit trail within FloQast, eliminating friction and reducing back and forth with auditors to dramatically cut PBC request time (and billable hours).

Master Month End

Master month end

Are there bottlenecks within your process? Are certain deadlines always missed? Drill down into valuable opportunities for improvement.

Scale effectively

Whether you’re growing your team, adopting new compliance standards, preparing for an IPO or making an acquisition, FloQast will ensure nothing falls through the cracks.

Flexibility and control

Every process within FloQast is all fully customizable, so you can roll out process refinements easily and continuously.

Security

SOC 1 Type II Certification ensures the viability of our platform based on extensive review by a third party auditor. FloQast utilizes SSL 256 AES encryption and best practice authentication protocols.

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Own Your Data

Since FloQast integrates with how you already work, you can keep sensitive financial data housed in your own document storage systems. FloQast has no data storage fees.

Multi-Currency

Global operations? The FloQast system supports all major currencies so you can manage the close seamlessly across international entities.

Customization

FloQast can be customized around any checklist structure or task cadence, and supports various year end cycles, unique calendars (eg. retail or manufacturing calendars), and multiple entities.

2-Week Setup

Unlike most large, clunky applications, FloQast setups are as streamlined and collaborative as the final solution. The entire process requires less than 5 hours of your time.

Premium CPA Support

Get help from accountants, not tech admins. Our support team of CPAs works closely with our clients, making best practice recommendations to improve their business processes.

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