FloQast Matching

Automate the most painful part of your month-end close.

Manual transaction matching is a highly-repetitive, tedious process. FloQast Matching uses artificial intelligence (AI) to expedite the reconciliation process, saving your team hours or even days each month. It’s easy to set up and start using in just minutes thanks to pre-configured matching patterns and Microsoft Excel integration.

What is FloQast Matching?

FloQast Matching – A Case Study

From Days to Minutes: Demme Learning Saves Big with FloQast Matching

Learn how the Accounting Coordinator at Demme Learning used FloQast Matching to save 24 to 72 hours per month on a high volume deferred revenue reconciliation.

Read Case Study

See Matching in Action

 

 

How It Works

  • Excel Import

    To get started, all you need are two Excel files containing the transactions you want to match. FloQast Matching can handle millions of transactions across any two sets of data.

  • Intelligent Matching

    We’ll identify one-to-one, one-to-many, and many-to-many matches automatically based on the amount, date, and two reference fields; there's no need to create rules. Our proprietary algorithms use AI to identify matches even when fields are not identical.

  • Audit Ready

    Export your results to Excel for easy integration with your existing reconciliation workpapers. FloQast shows exactly which transactions matched, making for a much stronger audit trail.

Why FloQast Matching

ERP Limitations

Your ERP system may contain reconciliation modules, but these may be manually operated, slow to use, limited to certain types of accounts, and/or can’t import data easily.

Reconcile Any Account

FloQast Matching can import and reconcile data from any source. It’s designed by accountants for accountants to rapidly reconcile hundreds of thousands to millions of transactions from any GL account.

Seamless with your Close

Rather than switching back and forth between multiple systems, consolidate your matching, close checklists, reconciliations, trial balance tie-outs, and flux analysis in a single place to manage the close.

Download the Matching Overview (PDF)

Get Matched on FloQast

Contact us to learn how.