Organize Your Entire Close Process

Standardize and Centralize Your Close

  • FloQast is your single place to manage the month-end close, aligning people, processes and documents in one collaborative platform. Grant visibility to each of your team members to see the whole close, not just their individual piece.
  • Define repeatable workflow processes that add structure, accountability and control to all of your financial activities.
  • Automatically roll forward your checklists, reconciliations, and supporting documents every month for a consistent folder structure without additional administrative burden.

Stop Flying Blind Every Month

  • See a consolidated view of your month-end close progress at a glance.
  • Get a single dashboard to monitor the status of the close for all your entities, foreign and domestic, regardless of currency.
  • Leverage Close Analytics to determine whether your team is on target or falling behind, forecast your success, plus view individual performance for on-time or late delivery.

Always Be Audit Ready

  • Ensure your accounts stay tied out with automated alerts when reconciliations no longer match your trial balance amounts, even after sign-offs are complete.
  • Introduce internal controls to prevent fraud and boost security. Safely store all records, including perm docs, in FloQast so everything is easy to find.
  • Optionally provide limited access to auditors so they can access the documentation they need and complete their work with less reliance on your staff.

Related Resources


Best Practice Month-End Close Checklist

Better organize your accounting team and improve their productivity. Download this best practice month end close checklist and get a pre-defined template for: Checklist Items Per Account, Task Frequencies, & Preparer & Reviewer Deadlines.
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The Definitive Guide to the Month-End Close

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.
Get Whitepaper


Best Practice Excel Reconciliation Template

Better organize your accounting team and improve their productivity. Download these best practice account reconciliation templates and get pre-defined templates for Deferred Revenue, Capitalized Software, & Accrued Expense.
Get Templates

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