Our team of CPAs are ready to get you started and help you along the way
Typically 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.
Due to complexities with large, clunky applications, implementations are usually very lengthy, and sometimes result in complete failure.
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.
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.
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.
With mapping document in hand, we’ll walk through mapping document with you and get final your approval before we begin setting you in FloQast.
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.
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.
This is our favorite part. After your first close, we’ll connect again to review 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’re be here every step of the way.
“The biggest reason we chose FloQast was the ease of implementation. Training was probably unnecessary because the system is so easy to use.”
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!”
“It’s been great working with FloQast. Our go-live was seamless. We’re very impressed!”
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