Manage the entire close from a single place and give everyone visibility.
Closing the books is all too frequently a manual, error-prone and time-consuming process. FloQast Close™, the heart of FloQast’s Close Management Platform, provides a single place for your team to manage month-end tasks, enhance accountability and improve accuracy.
Always know where you are in your close. Track outstanding tasks from a single, centralized dashboard. Ensure team members meet deadlines and identify opportunities to reallocate resources to guarantee the close is finished in a timely manner, every month.
Ensure your team knows exactly what it needs to do for a smooth close. Assign tasks to team members and allow them to easily document their work with file attachments and sign-offs. Leverage review notes to centralize month-end communication and provide qualitative feedback and document evidence of review.
View a roll-up of all reconciliations and variances on one screen. Always know which accounts are reconciled or out of balance. Seamless integration with your ERP and Excel reconciliations automate the tie-out process. Get alerts automatically when amounts change after sign-offs are complete.
Attach review notes to any checklist items or reconciliations. Assign to team members and change review note status as items are resolved and then closed. Visit the review notes tab to view a roll-up of all review notes based on status.
“FloQast Close is an extremely effective tool that helps us expedite our close process, allowing the team to keep pace with our massive growth.”
The heart of FloQast’s close management platform. FloQast Close centralizes all month-end checklist items and supporting documents, assign and track all tasks in real-time and collaborate better with review notes. Leverage cloud storage and integration with your ERP to automate trial balance tie outs.
Build a reliable flux analysis into your month-end close with FloQast Flux. Material fluctuations are automatically flagged and balances update dynamically. Flux allows your team to automate your fluctuation analysis in minutes rather than days.
Extend FloQast’s native Microsoft Excel and cloud storage integration with FloQast Connect. Seamlessly integrate with mainstream ERPs, such as Oracle, SAP, Microsoft, Workday, and hundreds of other accounting systems.
FloQast Match uses artificial intelligence to automate the tedious and time-consuming reconciliation process, saving your team hours or even days each month.
FloQast Analyze provides valuable real-time insight to help improve your close process. Identify close trends and pinpoint gaps or bottlenecks in workload allocation to increase team efficiency and effectiveness.