ACCOUNTING TRANSFORMATION PLATFORM

AI-Assisted Accounting Workflows

FloQast offers an end-to-end platform for AI-enhanced
accounting operations, designed by accountants to simplify
the close, streamline record-to-report operations, and drive control.

Platform Benefits

FloQast was built to address accountants’ biggest challenges,
from time-consuming data entry and follow-up to
unifying processes across the organization.

Integrated, AI-Assisted Workflows

FloQast offers AI-Assisted capabilities in key workflows to elevate accountants from preparers to reviewers with workflow automation.

Transparency Across Operations

Check the status of all key records to report workflows on your FloQast dashboard to better manage by exception and balance workloads across the team.

Powerful Actionable Insights

Get visibility into your Accounting processes, reduce gaps and bottlenecks, and pinpoint opportunities for improvement.

FloQast Accounting Automation Platform

Our platform automates the mundane so accountants have more time to deliver strategic insights to the enterprise

Workflow Dashboards

Date
Forecast

Progress
By Area

Timeline
View

Trend
Analysis

Checklist
Completion

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User Experience By and For Accountants

Manage accounting tasks and track progress from a single intuitive, easy-to-use Accounting Ops Dashboard.

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Integrated Advanced Workflow Solutions

Close Management

Reconciliation Management and Automation | Variance Analysis | Analytics

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Own Your Close

Now, have a single place for your team to manage month, quarterly, and year-end Financial Close, increasing speed, accuracy, and audit preparation.

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Ops Workflow Management

Dashboards | Operational Workflows | Workflow Templates

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Optimize Record-to-Report Operations

FloQast Ops is a workflow management solution designed to connect, optimize, and centralize record-to-report workflows, from Accounts Payable, Accounts Receivable, and Tax to Controls, PBC, FP&A, and Reporting.

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Compliance Management

Controls Management | Flowcharts & Narratives | RCM | Risk Assessments | Internal Audit Testing | Remediation Management

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Reduce Your Compliance Burden

FloQast Compliance Management is purpose-built to drive business-integrated controls and manage the full life-cycle of a controls program from Risk Control Matrix design to implementation, capture, and optimization.

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AI Workflow

AI

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FloQast AI-Assist delivers platform-based AI functionality that enables key workflows to change how accountants work.

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Workflow Integration

FloQast API

Business Intelligence Integration | Subledgers

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Use the FloQast API Push data out to other applications like your ERP or Business Intelligence tools, or Pull data from your ERP or other subledger applications.

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Collaboration

Email | Teams | Slack

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Stay Connected with Popular Collaboration Tools

With direct integration to the industry's most popular collaboration tools, accounting teams can easily stay in touch and manage tasks dynamically to ensure work gets done on time, every time.

Productivity

Spreadsheets | Documents | Flowcharts

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Work With Tools You Know

FloQast has a philosophy of working the way accountants work with seamless integration with productivity tools like spreadsheets, documents, and flowcharts so teams have a choice to work the way it makes sense for their business.

Cloud Storage

Box | Dropbox | Egnyte | Google Drive | OneDrive | Sharepoint

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Centralized Data Store

FloQast offers direct integrations with popular cloud-based storage solutions to help reduce audit burden and risk by centralizing evidentiary data.

Enterprise Resource Planning

Microsoft Dynamics | Oracle Financials | Oracle NetSuite | Sage Intacct | SAP | Others

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Unleash the Power of Your ERP

Whether you run NetSuite, Quickbooks, Microsoft, SAP, or any other ERP, FloQast integrates with popular ERPs to transform ERP data into actionable information.

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Platform Features

Scalability

We scale as you grow. Our operational accounting platform is designed from the ground up to help you modernize your accounting function without disruption. Our platform and cloud services scale with you as your business and accounting team grows.

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Trust & Security

Enterprise-grade security is built into every layer of the FloQast platform. We operate on industry-leading infrastructure, enforce best practices throughout the software development lifecycle, and meet compliance standards like GDPR and CCPA.

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Integrations

Use FloQast Connect to integrate your ERP, whether on-prem or in the cloud. Our customer success team will ensure your system is set up and syncing properly so you can manage end-to-end accounting workflows in one place.

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Usability

Manage accounting tasks and track progress from a single intuitive platform. FloQast’s users can log and quickly see Close checklists, items assigned to them, and anything else that needs attention.

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