Learn About Our Set-Up Process & Support

Our team of CPAs are ready to get you started and help you along the way

up and running fast

<1 month

Less Than 1 Month with FloQast

Requiring little to no formal training, FloQast users are up and running closing their books faster and more accurately typically in the first month after licensing.

4+ months

4+ Months with Other Software

Due to complexities with large, clunky applications, implementations are usually very lengthy, and sometimes result in complete failure.

What to Expect

FloQast’s implementation process is painless. Our set-up team of CPAs speak the language and understand how to best get your team up and running before your next close. Here’s how our process looks.

1. Document Requests (Client Only)

Document Requests (Client Only)

1

Let’s Get to Know Your Process

First thing’s first, we’ll need some information from you in order to get the set-up process started. Once we get what we need, the FloQast team can jump in.

2. Prepare Mapping Documents (FloQast Only)

Let’s Start Prepping

FloQast reviews setup documents and prepares a “mapping” document to illustrate the FloQast setup. At this point, FloQast will contact you with any questions and schedule the mapping approval call.

Prepare Mapping Documents (FloQast Only)

2

3. Mapping Approval Call

Mapping Approval Call

3

FloQast Works With Your Process

With the mapping document in hand, we’ll walk through the document with you and get your final approval before we begin setting you up in FloQast.

4. White Glove Setup

Let Us Do The Heavy Lifting

With our team of CPAs on the job, you know you’re in good hands with FloQast. Once we have completed the setup, we’ll notify you that you’re ready to start owning your close with FloQast.

White Glove Setup

4

5. Team Onboarding Session

Team Onboarding Session

5

Hands On Training with FloQast

Don’t worry, we don’t abandon you there. We’ll conduct an on-boarding and training session with your entire team before your first close on FloQast. Of course, general Q&A and best practices will be discussed.

6. Close Optimization Session

Own Your Close with FloQast

This is our favorite part. After your first close, we’ll connect again to review the engagement and address any questions, concerns, or feature requests you may have. You’re already on your way to a more streamlined month-end close process, and we’ll be here every step of the way.

Close Optimization Session

6

“The quick part was the setup. It was one week in October. We were using it the next month for the November close.”

Amy Ward

Controller | Blue River PetCare

“Over the last couple of years, I’ve done 5 to 6 software implementations with timelines ranging from 2 to 6 months. FloQast was fully implemented in two weeks.”

Wendy Mangan

Accounting Manager
Camp Gladiator

“The biggest reason we chose FloQast was the ease of implementation. Training was probably unnecessary because the system is so easy to use.”

Amy Vallandigham

VP of Finance
The Newport Group

“FloQast was a super quick implementation and shaved five days off our close. It helped us get to the root cause of our close delays. Was a 🦄🌈 for our CFO!”

Christopher Kishel

Asst. Controller
Fidelis Cybersecurity

“It’s been great working with FloQast. Our go-live was seamless. We’re very impressed!”

Mike Depasquale

Accounting
New Pig

the floqast difference

Customization

FloQast can be customized around any checklist structure or task cadence, and supports various year end cycles, unique calendars (eg. retail or manufacturing calendars), and multiple entities.

Training

Our platform is so intuitive that it may not be necessary (seriously), but we provide free training anyway. If needed, we can help organize your close further with templates.

Premium Support

Our support team works closely with our clients, making best practice recommendations to improve their business processes. Phone and email support is available.

Dedicated Account Manager

Every FloQast client has a dedicated account manager. This point of contact is there for your support and ongoing needs. They also provide updates and best practices for using FloQast as well as ongoing training and knowledge share for the team.

how we rank

96%

Quality of Support

96%

Ease of Use

97%

Ease of Doing Business

94%

Likely to Recommend

ready to experience floqast?

Start closing faster and more accurately.