Integrate FloQast with Your Current Systems

Use Excel Like You Always Do

  • FloQast connects to your existing Microsoft Excel reconciliation templates (or Google Sheets) to provide a robust close management solution without the need for unwieldy webforms. Streamline your close while still holding on to the power of spreadsheets!
  • Excel-based close management software means you can keep working much the way you work now when it comes to your reconciliations and documentation. That means you’ll see enhanced new systems adoption thanks to minimized process change. You’ll be happy and your team will be happy.
  • FloQast automatically rolls forward your spreadsheets each close period so you always have the matching version for every set of financials.

Seamless with your General Ledger

  • We’re ERP agnostic — if you can export a trial balance report, you can integrate your general ledger with FloQast!
  • FloQast integrates directly with cloud ERPs including Oracle NetSuite and Sage Intacct via their APIs. That means we can pull your GL balance and match it with your Excel workbooks automatically to automate the TB tie-out process.
  • Working with an on-premise ERP? FloQast connects with Oracle, SAP, Microsoft, Workday, and other accounting systems via a standard FTP integration.

Works with your Cloud Storage Provider

  • Love your shared network drive? You’ll love FloQast. We connect with all the major cloud storage providers so you can continue to work with documents in a familiar folder tree accessible on your desktop.
  • Because FloQast layers on top of cloud storage, you own and control your documents. Your files are not stored on FloQast’s servers and are protected by the robust security of heavy hitters such as Box, Dropbox, Microsoft, and Google.
  • Not on cloud storage yet? Cloud storage is easy to implement. Chances are you’re already using some form of cloud storage today. If you’re on Microsoft Office 365 or Google Apps, you already have it.

Unify Your Close Process

  • Manage everything about your month-end close from one central location. Track updates, automatically match transactions, and conduct flux analysis from an easy-to-use dashboard.
  • Consolidate Close Management, Flux Analysis, and Matching in a single application and one annual bill.
  • Eliminate bottlenecks and miscommunication by controlling the close from one location.

Related Resources

Whitepaper

Best Practices for the Month-End Close on Oracle Netsuite

The month-end close for many accounting teams is a labor-intensive, reactive process. There are, however, some simple ways to better organize your people, process, documents and reconciliations to streamline, speed and improve your close when working in Oracle NetSuite.
Access Whitepaper

Webinar

Technology Trends Accountants, Controllers, & CFOs Need to Know

From blockchain to remote work, if you want to be an effective leader, you need to understand the technology that’s rapidly changing how teams work. Join us for an overview of these trends, how they’re disrupting organizations and business models, and how controllers and CFOs can leverage new technologies to their advantage.
Access Webinar

Whitepaper

Best Practices for the Month-End Close on Sage Intacct

The month-end close for many accounting teams is a labor-intensive, reactive process. There are, however, some simple ways to better organize your people, process, documents and reconciliations to streamline, speed and improve your close when working in Sage Intacct.
Access Whitepaper

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