FloQast ops
Connected Accounting Operations
FloQast™ Ops is a workflow manager that extends the power of FloQast Close, providing greater control over accounting operations and optimizing workflows across every function.
FloQast™ Ops is a workflow manager that extends the power of FloQast Close, providing greater control over accounting operations and optimizing workflows across every function.
FloQast Ops streamlines accounting operations beyond just the monthly Close, providing greater visibility, control, and collaboration throughout every crucial accounting workflow.
Leverage a centralized Accounting Ops Dashboard to manage by exception, balance workloads, and reduce stress related to missed deadlines and business disruptions.
Working efficiently across teams has never been easier. FloQast lets you collaborate on tasks and share information seamlessly with colleagues and stakeholders on a single platform.
Centralize and organize documentation the way you choose with a flexible platform that captures every detail. Leave notes with feedback and annotations for future audit support.
Centralized Operations
Capture Best Practices
Cross-Functional Collaboration
Audit Evidence Captured
The FloQast Ops Dashboard shows you the status of all accounting operations, from accounts payable to SEC reporting. Achieve greater operational control, improved workload management, and enhanced transparency from a trusted, centralized source of information.
Download the Data SheetWe built best practices into the FloQast platform. See your data in intelligent checklists for tasks across all operations with one of our pre-defined templates or a custom checklist of your own.
Download the Data SheetImproved collaboration happens with clearly defined tasks, roles, and deadlines. From staff to management, cross-functional departments work in concert across accounting operations. FloQast’s Accountant-First platform integrates with your personal collaboration tools like email, Slack, and MS Teams.
Download the Data SheetWith FloQast, you’re always audit-ready. Time-stamped sign offs, review notes, and supporting documents all in one place. Audit evidence is linked to specific tasks, functions, and organizations.
Download the Data Sheet"We have solved Close communication flows. I can see everything going on through my dashboard. We have created new workflows to keep non-close items out of Close and in their own workflows (compliance, payroll, etc). This saves hours of time each month with that feature alone."Fred Mooney
Accounts Payable is a critical component of the Close that needs a level of preparation before the numbers are ready for the Financial Close. With FloQast Ops, you can document repeatable steps, increase cross-team collaboration between preparers and reviewers, and organize supporting documentation. Additionally, these teams can utilize the checklist and review notes module to document their entire process from preparation to review.
Functions downstream from the Financial Close, like Financial Planning and Analysis (FP&A), cannot start their processes until the Close finishes and the numbers are final. FP&A teams can use FloQast FP&A Workflow to implement best practice-driven workflows, have real-time visibility into the Financial Close status, repeatable best practices, and documented review notes all in one place.
Upstream activities like Payroll are an essential input to the Close. Teams can use FloQast Ops to drive greater visibility into the status of these areas with the Ops all workflow dashboard. They can document repeatable steps, increase cross-team collaboration between preparers and reviewers, and organize supporting documentation.
Unlock more value from your FloQast Ops investment with FloQast’s suite of seamlessly integrated accounting solutions.
Give teams the flexibility to choose the most effective reconciliation method for each account. AutoRec Matching automates the reconciliation process for bank transactions, clearing, and other accounts, saving your team signifiant time by matching thousands of transactions automatically. AutoRec Amortization sets up automatic amortization schedules for prepaid accounts.
Accelerate your time to Close with FloQast ReMind, our request management workflow solution. Automate recurring requests for confirmation, support, and other time-consuming tasks to deliver faster execution of workflows and increased visibility into bottlenecks during the Close.
Build a reliable flux analysis into your month-end Close with FloQast Flux. Assign accounts, set materiality thresholds, and be notified when action is needed. FloQast Flux allows your team to automate fluctuation analysis in minutes, not days.
FloQast Ops Best Practice Checklists are ready-to-go workflow checklists that connect the Financial Close to upstream and downstream Finance and Accounting Operations, helping teams in the Office of the CFO deliver financial information and audit readiness with greater speed and accuracy.
Watch VideoImproved collaboration happens with clearly defined tasks, roles, and deadlines. From staff to management, cross-functional departments work in concert across accounting operations. FloQast’s Accountant-First platform integrates with your personal collaboration tools like email, Slack, and Teams.
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