BE UP & RUNNING FOR YOUR NEXT CLOSE
Our team of CPAs will get you started and help you on each step.
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 typically in the following month after licensing.
4+ months
4+ Months for our competitors
Our competitors’ solutions typically take months to implement, requiring expensive third party consultants. All too frequently implementations stall and are only partially implemented.
WHAT TO EXPECT
FloQast’s implementation process is painless and is done entirely over the phone. Our set-up team of CPAs speak the language of accounting and understand how to best get your team up and running before your next close. Here’s what our process looks like.
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
how we rank
97%
Quality of Support
96%
Ease of Use
97%
Ease of Doing Business
94%
Likely to Recommend
Source: G2 User Satisfaction Ratings, July 2019
