FloQast for Microsoft
No other Accounting Operations Platform offers more direct integration into the Microsoft business ecosystem. Accounting teams using FloQast work more efficiently with greater transparency and collaboration.
Get a clear view of assignments, responsibilities, due dates, and statuses. At-a-glance visibility identifies bottlenecks and tracks progress toward an on-time close.
Automatically reconcile your accounts with AI-powered automation. Auto-create Excel reconciliations that tie-out to your Microsoft GL balance every time.
Ensure smoother and shorter audits by organizing your documentation so support, evidence of review and sign-off are documented and time-stamped.
The FloQast platform extends the value of your Microsoft Dynamics ERP, productivity, communication, collaboration and cloud storage tools.
Whether you have deployed Microsoft On-Premise, Cloud, or a mix of both, FloQast keeps your Close, Compliance and Accounting Operations workflows running seamlessly.
With direct integration to FloQast works with all of your Microsoft Dynamics ERP solutions, helping you to get out of Excel-based account reconciliations and Close management. No more manual TB tie-outs, incorrect balances being reconciled, or adjusting entries recorded without proper visibility.
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We work the way accountants work. That’s why FloQast features direct integration with native Excel workbooks, allowing accountants to use their desired method to perform reconciliations and speed their workflows.
With FloQast’s native integration with Microsoft Visio, organizations can increase visibility over the completeness and accuracy of their controls flowcharts and keep them in sync with the FloQast Risk Control Matrix (RCM).
Use familiar and ubiquitous Microsoft Word to create and maintain compliance process narratives. These narratives automatically sync to your Risk Control Matrix (RCM) in FloQast, providing real-time visibility into centralized compliance evidence that is accurate and current, lowering risk and reducing the compliance burden.
FloQast is the only accounting solution to directly integrate with Microsoft Teams, allowing accountants to respond to review notes, issue commands to get status updates, and even sign off on their tasks – all directly from Microsoft Teams. Responses within Teams are automatically captured in FloQast avoiding duplicate work.
Version control can be a nightmare. Avoid keeping superseded copies of TBs or reconciliations just to please the auditors. Don’t spend time digging across your internal shared drive for the right workbook or supporting document. A centralized, cloud-based storage solution, such as OneDrive and SharePoint, mitigates these headaches while providing an end-user interface familiar to accountants today.
“I like that if we book something in Dynamics, it’s automatically reflected in FloQast. Then, you have the supporting document, which is also reflected in FloQast, and we can directly compare whether the numbers are the same or if something was changed in Dynamics.”
Alexandra Adler
Accountant, Emma The Sleep Company
FloQast seamlessly integrates across the Microsoft Business system environment which means you have secure access to the latest account data in real-time. No need for 3rd party connectors.
Microsoft integration is fast, easy and secure. Accounting teams running Microsoft ERP, collaboration, and cloud storage solutions are typically up and running in days and sometimes in even less time.
The FloQast team is with you every step of the way. Our goal is to get you and your team up and running in the shortest amount of time possible and to ensure you get the outcomes you desire.
“We view FloQast’s integration with Microsoft 365 as an value-add overlay. Obviously, we want to leverage these solutions as much as possible to make us more efficient, but consolidating them so that we’re not constantly switching between applications is great.”Ed Lacina
FloQast is designed to work the way accountants work. That means integrating with the Microsoft tools and systems you already know and love.
Streamline your month-end close process and improve team efficiency by using this close checklist designed by FloQast’s team of former accountants specifically for Microsoft ERPs. Discover the benefits of consistent, repeatable success in your next close.
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View how FloQast integrates with existing checklists, Excel and your Microsoft Dynamics ERP to work the way your team does while improving team alignment. See firsthand how FloQast helps teams close faster and more accurately.
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