Slack
FloQast and Slack
Move faster together
Stay on the same page and make decisions faster by bringing all your work communication into one place. FloQast and Slack break down traditional communication by aligning accounting teams around common goals, projects, and processes. FloQast directly integrates with Slack, allowing accountants to respond to review notes, issue commands to get status updates, and even sign off on their tasks. With FloQast and Slack, collaboration has never been easier.
The FloQast integration for Slack includes the following features:
Fully Integrated Review Notes
Receive a notification when assigned a Review Note. Reply to the Review Note and change its status directly from the notification. A complete record of the Review Note is maintained in FloQast, regardless of whether any updates were made in FloQast or via Slack.
Automated Notification
Receive important notifications from FloQast via Slack, including notifications for late items assigned to you, items that are fully prepared and ready for review, out-of-balance accounts, and a daily or weekly summary of your activity on FloQast.
See What Tasks Are Due and When
Users can query FloQast from Slack. Type /fq late anywhere within Slack to return a list of late items assigned to you. Type /fq today or /fq tomorrow for items due today or tomorrow.
(EU customers can use /fqe late, /fqe today, and /fqe tomorrow)
Internal Outreach Requests
Use FloQast ReMind to increase your response rate by sending internal requests such as reminders, accruals, and more through Slack! FloQast ReMind saves incoming responses and attachments in an aggregated ReMind dashboard.
Users can get a complete list of features available in the FloQast app by typing /fq help or /fqe help from anywhere within Slack.
How To Get Started
Step 1
Install FloQast integration by clicking Add to Slack button:
Step 2
Connect your account and enter FloQast credentials.
Step 3
To finalize the setup, customize which notifications you receive in Slack.
