Simplify Workflows, Scale Smarter
Collaborate seamlessly while optimizing, automating, and providing visibility into key processes across entire client portfolios.

FloQast for Client Accounting Services
Automate manual tasks and reconciliations. Build scalable process strategies. Do it all with FloQast.
Organize and Automate
Your unified, automated platform for efficient task management across teams, segments, and clients.
Exceed Client Expectations
Standardize the close, boost productivity, and enable your teams to focus on high-value client services.
Simplify Team Communication
Keep all your documentation and data in one place with easy access for everyone who needs it.
Automate and Centralize Your Accounting Operations
Workflow Management Visibility
Workflow Management Visibility
Workflow Management Visibility
- Gain full visibility into task and workflow management across multiple teams, segments, and clients through a single Accounting Transformation Platform.
- Streamline operations and enhance communication, ensuring all regional offices and teams work together efficiently.
Process Standardization and Consistency
Process Standardization and Consistency
Process Standardization and Consistency
- Standardize the close for better team productivity.
- Free up more time for advisory growth, allowing your teams to focus on delivering high-value client services.
- Boost productivity and save time with automation and efficiency tools.
Centralized Documentation and Communication
Centralized Documentation and Communication
Centralized Documentation and Communication
- Centralize all supporting documentation, workbooks, and internal communication, ensuring all relevant information is organized and easy to find.
- Reduce guesswork and standardize processes across the board.

“We were looking for a command center we could use to track tasks across our top 1,000+ clients in our CAS practice, across all of our regional offices. We pride ourselves on an integrated service approach, working collaboratively and transparently, and FloQast has made that happen for us.”
Learn
Ready for your next step?
Schedule a Personalized Demo
Get a deeper dive into FloQast to see how it can work for you and your team.
Ready to Go
Get in touch with a member of our team. We’ll help you find the right solutions and pricing for your business.