Floqast for financial service organizations

Accounting Transformation for Financial Services

Balance the books and the bottom line in financial services with AI – optimize your efficiency, ensure precision, and scale with unmatched confidence.

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Trusted by 3,000+ global companies

FloQast for Financial Service Organizations

Purpose-built solutions, tailored to your industry.

Optimized Operations

By simplifying financial workflows, FloQast enables financial service providers and banks to handle complex transactions and vast data sets with speed and accuracy.

Strengthened Compliance

Stay a step ahead in compliance with our robust solutions, designed to maintain audit readiness and minimize risk.

Reliable Financial Accuracy

With real-time, precise financial data at your fingertips, make informed decisions, optimize budgeting and forecasting, and manage risks effectively.

A Single Platform for Your Accounting Workflows

Optimize the Close

In a sector as tightly regulated as financial services, FloQast's single platform helps you manage and track your close tasks against critical milestones, optimize staff productivity, and expedite the close process, keeping you compliant and competitive.

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Automate the Close

FloQast enables financial service providers to automate and simplify their closing processes with AI-driven automation, handling journal entries, reconciliations, and compliance. It reduces errors, boosts accuracy, and frees finance teams to focus on strategic decisions in a fast-paced industry.

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Connected Compliance

Financial service organizations count on FloQast Connected Compliance to simplify and centralize compliance management. Our platform integrates risk management, control execution, and audit processes, enabling efficient workflows and preparedness. We're the specialized accounting software used in banks and financial institutions for closing the books.

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"One of my coworkers has a reconciliation which has almost 100,000 transactions. Using AutoRec has saved her a ton of time; it matches thousands and thousands of records. The time-saving is kind of ridiculous.”

Kimber Mclaughlin, Controller

Amerihome

Read the Case Study