FloQast Close™
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 financial Close Management Software Platform, provides a single place for your team to manage month-end close tasks, enhance accountability and improve accuracy.
Why Close management software
Everything Needed for Your Close
At-a-Glance Updates
Always know where you are in your close. Track outstanding tasks from a single dashboard. Ensure team members meet deadlines and identify opportunities to reallocate resources to guarantee the close is finished in a timely manner, every month.
Collaborative Close Checklist
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.
Reconciliations Always Tied Out
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 account reconciliations automate the tie-out process. Get alerts automatically when amounts change after sign-offs are complete.
Review Notes Finally Organized
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. Share via Slack™ for real-time notifications and updates. Visit the review notes tab to view a roll-up of all review notes based on status.
Accounting Professionals Love FloQast
“FloQast Close is an extremely effective tool that helps us expedite our close process, allowing the team to keep pace with our massive growth.”
Brandt Kucharski
CAO
GrubHub
Explore the
FloQast Close Management Platform
FloQast Close™
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.
FloQast Flux™
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.
FloQast Connect™
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™
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™
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.
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Research
Time Savings Achieved Using FloQast
Accounting teams implementing FloQast close management software typically shave three days off their close. To substantiate and provide a greater understanding for this claim, FloQast surveyed its customers in July 2019.
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Webinar
5 Strategies for Streamlining Reconciliations in Excel
It’s amazing how much time is wasted within accounting teams due to lack of standardized process, documentation, and reviews. Get your act together, help your team become more efficient, and get home in time for dinner with these five, simple strategies from FloQast co-founder and CEO, Mike Whitmire.
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White Paper
By Accountants for Accountants: The “WHY” of Close Management Software
FloQast has come a long way since launching in 2013. One thing that hasn’t changed is our mission — we’re on a journey to fundamentally change how accounting teams operate, to eliminate tedious, time-consuming tasks, and to transform finance functions from cost centers to profit centers. In this whitepaper, you’ll learn what our slogan “By accountants for accountants” really means and our ultimate end goal, FloQast’s North Star: The zero-click close.
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