Floqast for outsourced advisory Services

Simplify Workflows, Scale Smarter

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

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Trusted by leading outsourced advisory firms worldwide

"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."

Sharon Berman, CPA, CGMA, Principal and Business Advisor

Rehmann

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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

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

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

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.

"I pulled all of the clearing account data, 10,000 rows, and AI Transaction Matching reconciled it in minutes. It took me longer to log into their ERP and download a trial balance than it did for the AI to do the actual reconciliation."

Manager, Client Accounting Services,

Top 100 Accounting Firm

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