# FloQast Reviews **Vendor:** FloQast **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,410 ## About FloQast FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,000 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com. ## FloQast Pros & Cons **What users like:** - Users appreciate the **user-friendly design** of FloQast, making it easy to learn and navigate seamlessly. (133 reviews) - Users value the **organized flow** of FloQast, allowing easy tracking and management of tasks and reconciliations. (80 reviews) - Users enjoy the **intuitive task management** features that simplify month-end close and enhance progress tracking. (80 reviews) - Users commend the **efficient reconciliation notifications** of FloQast, enhancing organization and focus during month-end processes. (60 reviews) - Users value FloQast for its **streamlined efficiency** , enhancing workflow and simplifying month-end close management. (56 reviews) - Users appreciate the **speed and ease of reconciliation** with FloQast, enhancing the month-end close process significantly. (44 reviews) - Integrations (41 reviews) - Checklists (40 reviews) - Automation (34 reviews) - Automation Efficiency (32 reviews) **What users dislike:** - Users find FloQast to lack **essential automation features** and flexibility for client advisory services, limiting overall effectiveness. (34 reviews) - Users experience **limited functionality** due to restrictions on the number of entities per log-in, causing staff issues. (26 reviews) - Users face **reconciliation issues** with FloQast's standardized formats, necessitating manual tracking and increasing risks of errors. (20 reviews) - Users experience **slow loading** times and clunky refreshes, which hinder their workflow and efficiency with FloQast. (20 reviews) - Users find it challenging to manage deadlines and client services efficiently due to **limitations in flexibility and automation**. (19 reviews) - Limited Customization (17 reviews) - Poor Navigation (14 reviews) - Users wish for a **quicker data refresh** between ERP and FloQast, as delays affect efficiency and functionality. (14 reviews) - Users experience **refresh issues** with FloQast, facing lag and slow performance during crucial closing periods. (13 reviews) - Slow Performance (13 reviews) ## FloQast Reviews ### 1. FloQast Streamlines Close with Intuitive Onboarding, Automation, and ERP Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Rinalon E. | Threat Intelligence Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2026 **What do you like best about FloQast?** FloQast brings an organized business closure, where it demonstrates high visibility on operations that are successful The program has a quick and intuitive onboarding, and this makes the whole business functions efficient The app automatically identifies and flag changes, and this includes entries that needs some reconciliation FloQast has a brilliant ERP integration, and this makes it work successfully with Microsoft Dynamics, NetSuite, among others The software has successfully included an audit ready support, and this includes tracking all the compliance issues The automation features is something else FloQast has largely supported, including email reminders and flux analysis **What do you dislike about FloQast?** The implementation expenses are significantly high, and small teams find the tool as a giant The performance capabilities, more so during the end month time are slow and inefficient **What problems is FloQast solving and how is that benefiting you?** FloQast has eliminated all the end month close checks that has been manually executed and this increases efficiency and reliability The app ensures no delays in reconciliation, and this increases the financial reviews and visibility All the accounting workflows and compliance are well handled by FloQast There is a successful collaboration between departments and this creates a functional framework The app has automated tasks like status meetings and email follow up and this reduces the manual struggles The finance team and the IT team ensures high compliance and close accuracy in al operations ### 2. A "Must Have" for any Accounting & FP&A Organization wanting to Implement Best Practices **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan H. | VP of Finance, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2015 **What do you like best about FloQast?** I've now purchased and implemented FloQast as three companies, the reviews from 2015/2020 still hold true with added benefits of the dedicated workflow management that I now leverage in my FP&A function, truly having a one-stop shop for a CFO organization ensuring all deadlines are met with ease while enabling controls/confidence in the numbers each month. **What do you dislike about FloQast?** They continue to build features users actually want vs a product roadmap defined by "product people" that don't understand the real "in the trenches" challenges. 20/10 would buy again at the next gig. **Recommendations to others considering FloQast:** Do it! **What problems is FloQast solving and how is that benefiting you?** Visibility, controls, extremely long close, organization, dysfunctional excel checklist, and recons being done ad hoc are all the main problems we were solving for with our implementation of FloQast. Both times putting in FloQast, we have been able to drastically shorten close and ensure the financials are more accurate than we ever were before. ### 3. Streamlined Close Process with Seamless Integration and Top Support **Rating:** 5.0/5.0 stars **Reviewed by:** Swetha S. | Senior Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2026 **What do you like best about FloQast?** From a Chartered Accountant’s perspective in RTR, what I like best about FloQast is how it brings structure and transparency to the close process. It simplifies reconciliations, provides clear visibility into close status, and ensures strong audit trails. This reduces manual follow-ups, improves accuracy, and allows me to focus more on analysis and reporting rather than coordination. Also its ease of use and ease of implementation, which allow the team to get productive quickly without heavy training. The tool integrates smoothly with existing ERPs, making integration seamless and reducing manual work. Its strong customer support ensures quick resolution of issues during close. The frequency of use reflects how naturally it fits into daily RTR activities, and the right number of features keeps the close process efficient without adding unnecessary complexity. **What do you dislike about FloQast?** During month-end close, when a client had entity-specific reconciliation requirements and ad-hoc adjusting entries, FloQast’s standardized checklist and reconciliation formats didn’t fully accommodate these exceptions. This led to maintaining parallel Excel trackers outside the system, increasing manual effort and the risk of version-control issues, which partially offsets the efficiency benefits FloQast aims to provide. **What problems is FloQast solving and how is that benefiting you?** FloQast addresses the challenge of disorganized and manually driven close activities by bringing all close tasks, reconciliations, and reviews into one structured platform. In an RTR role, this helps eliminate scattered trackers and constant follow-ups. The benefit to me is better control and visibility over the close process. I can clearly track task ownership, review status, and supporting documentation in real time. This improves accuracy, strengthens compliance, and reduces time spent on coordination, allowing greater focus on review and financial insights rather than process management. ### 4. FloQast Automates Reconciliations and Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Himanshu S. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about FloQast?** his is a core strength. FloQast automates the tie-out process by pulling General Ledger (GL) balances directly from your ERP system, which significantly reduces manual data entry and the time spent on preparing simple reconciliations. The AutoRec Matching feature automates transaction-level matching for high-volume accounts like bank reconciliations **What do you dislike about FloQast?** Some users report that while it's great for reconciliation tracking and overall close management, it may lack the granular transaction-level detail and advanced functionality of some other enterprise-grade reconciliation-focused platforms. Its flux (variance) analysis tool also has some reported limitations **What problems is FloQast solving and how is that benefiting you?** It provides a centralized close checklist and dashboard that offers real-time status updates on every task and reconciliation. As an analyst, this gives you and your management immediate visibility into the close progress, potential bottlenecks, and individual team member accountability ### 5. Transparency **Rating:** 5.0/5.0 stars **Reviewed by:** Amarjeet K. | CASH ANALYST, Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about FloQast?** It provides real-time visibility into the status of every task, so teams know exactly what is done and what is pending without constant status meetings. The automated checklist helps teams maintain consistency and ensures no tasks "slip through the cracks." **What do you dislike about FloQast?** If not configured perfectly, you might receive an email for every single sign-off or status change. More granular control over notification frequency or a "daily digest" option. **What problems is FloQast solving and how is that benefiting you?** We struggled with a lack of transparency during the month-end close. Status updates were done via manual spreadsheets and endless Slack messages, making it hard for management to see where bottlenecks were. ### 6. User-Friendly, Feature-Rich, and Organized—Minor Lag with Heavy Use **Rating:** 5.0/5.0 stars **Reviewed by:** Sadonia S. | Property Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I love how easy floqast is to use. It is extremely user-friendly and has an abundance of features. Each day that I use floqast, I am introduced to a feature I did not know. Floqast also sends email updates and trainings that I can take advantage of to learn more about their tools. The platform keeps everything organized, transparent, and easy to track and works so well with excel! The automated reminders and checklists make sure nothing slips through the cracks, which helps reduce stress during month-end. **What do you dislike about FloQast?** The only minor issue is the occasional lag in updates when a lot of people are working in FloQast at once, but it’s not a dealbreaker. Also, the setup and customization phase can take a bit of time to fine-tune **What problems is FloQast solving and how is that benefiting you?** FloQast helps solve the challenges of tracking close tasks across multiple properties and entities. Before using it, our team relied on manual spreadsheets and email reminders, which made it hard to stay organized and meet deadlines. Now, everything is centralized — I can clearly see what’s been completed, what’s pending, and who’s responsible. It’s also made reviews and reconciliations much faster and easier to track. Overall, FloQast has reduced stress during month-end, improved accountability, and saved us a ton of time. ### 7. Keeps Our Small Team Organized and On Track **Rating:** 5.0/5.0 stars **Reviewed by:** Laura B. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I really appreciate how FloQast helps keep our team organized. Since our team is small and each member handles a variety of responsibilities, FloQast makes it much easier for us to stay on track and ensures that all our documentation is centralized. This way, anyone can step in and take over a task whenever necessary. While we primarily use FloQast for our monthly close process, we're also in the process of moving our daily and weekly tasks into the platform. **What do you dislike about FloQast?** Based on my experience with FloQast, I truly can't find anything that I dislike about it. If I were to suggest one improvement, it would be the addition of a dedicated area for managing daily or weekly tasks that aren't tied to a specific project or the close dashboard. **What problems is FloQast solving and how is that benefiting you?** FloQast has enabled our accounting team to transition from using separate Excel trackers for each person to a unified platform where everyone can check off their monthly tasks. Now, tasks are automatically routed to reviewers, eliminating the need to remind them manually. FloQast also centralizes all of our documentation, making it much easier to manage. During audits, we've saved significant time by simply setting up auditor access to our tasks and workbooks, which has greatly reduced the need to download and email documents that auditors previously couldn't access. ### 8. All-in-One Solution for Daily and Month-End Tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Romana Z. | Accounts Payable Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I appreciate that it's a one-stop shop for all my tasks, whether they're daily responsibilities or related to month-end close. I use it every single day, and it helps ensure I don't overlook anything. It's also straightforward to use. I wasn't involved in implementation , integration nor needed to talk to costumer support. **What do you dislike about FloQast?** I wish there were an out-of-office feature, so that when I return from PTO, I wouldn't have to manually review and mark as done all the tasks that were delegated or skipped during my absence. It would also be helpful to have a way to check multiple tasks at once in these situations, or to skip completion of those tasks. **What problems is FloQast solving and how is that benefiting you?** This platform serves as a comprehensive solution for managing daily tasks, month-end close activities, and tracking as well as storing accounting reconciliations. It brings everything together in one place, making these processes more organized and efficient. ### 9. FloQast Streamlines Month-End Close with Intuitive Automation and Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammed R. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** What I like best about FloQast is how it centralizes and automates the month-end close process. The checklists, task tracking, and automated reconciliations make it easy to see exactly where we are in the close at any time. It’s intuitive, collaborative, and eliminates the chaos of managing the close through spreadsheets and emails. The visibility it gives our leadership team is a huge bonus. **What do you dislike about FloQast?** While FloQast is an excellent tool overall, the initial setup and integration process can be time-consuming, especially for larger or more complex accounting environments. Customizing workflows to fit unique internal processes sometimes requires extra support from their implementation team. Additionally, certain reporting or analytics features could be more flexible for deeper insights. **What problems is FloQast solving and how is that benefiting you?** FloQast solves one of the biggest challenges in accounting — managing an efficient, accurate, and transparent month-end close. Before using FloQast, our team relied heavily on spreadsheets, email chains, and manual checklists, which often led to version control issues and missed deadlines. FloQast centralizes the entire close process, automates reconciliations, and provides real-time visibility into task progress. As a result, we’ve shortened our close timeline, improved accountability, and gained better insight into where bottlenecks occur. It has also enhanced collaboration across the accounting team and given leadership greater confidence in our financial accuracy. ### 10. Great for Audit Trails and Task Management, Dashboard Could Be More Flexible **Rating:** 4.5/5.0 stars **Reviewed by:** Yoko C. | Tax Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** This tool is excellent for demonstrating review sign-off to auditors. It also makes it simple to share work progress with others, and adding new tasks is straightforward. I also like the fact that many things are self-explanatory and it does not require trainings to learn about the product **What do you dislike about FloQast?** I would like the dashboard to provide an overview or progress tracking for a filtered group of people. While it's simple to view progress across the entire department, this setup doesn't work well for monitoring my team's or my own progress. Additionally, I wish there was an option to attach supporting documents, such as analyses, to all sign-offs. **What problems is FloQast solving and how is that benefiting you?** FloQast has significantly reduced the number of confirmation emails required to demonstrate the review process for financial audits. By removing the need to draft emails, it saves time when searching for evidence of reviews. Additionally, it has replaced the manual Excel tracker that previously had to be updated each period. This has also cut down on unnecessary communications with other teams regarding status updates. ### 11. Great for Accountability and Storage, But Needs Smoother Bulk Actions **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey M. | Outsourced Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I use FloQast every day and really appreciate its storage features, as well as how it encourages accountability by assigning tasks to individuals. I also value that it acts as a sort of playbook for managing a client's work. If a quick transition were needed, anyone new to the role would find it much easier to understand the client's requirements. On the rare occasions I've needed support, the assistance has been prompt and helpful. **What do you dislike about FloQast?** It's a little clunky and a pain when you have to mass change settings. I also wish there was a way to see every file uploaded in a single place, searchable by date range. **What problems is FloQast solving and how is that benefiting you?** After we began using FloQast, we no longer needed to rely on three different programs to handle the same tasks. Previously, we had to open Engagement, Document, and Project Trax separately, but now we can simply log in to FQ and manage everything in one place. It has become a one-stop shop for our needs. ### 12. Effortless Team Coordination and Organization with FloQast **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Pablo B. | Senior Revenue Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** What I like most about FloQast is how easy it makes it to coordinate team tasks and keep everything organized. It provides great visibility into progress and ensures everyone knows what to do and when, which makes collaboration much more efficient **What do you dislike about FloQast?** What I don’t like about FloQast is that we need an administrator to make any changes. I would like to have more control over my own tasks. For example, I often have a single task in FloQast that actually involves completing five different steps. It would be great to create my own ad-hoc subtasks within FloQast to track those steps — ones that I can edit or manage myself without changing the main team task **What problems is FloQast solving and how is that benefiting you?** FloQast helps our team to stay organized during the close process, like it really makes easier to keep track of tasks and see what everyone is doing. It helps with collaboration and to make sure deadlines are not missed. For me, it’s great cause I can have everything in one place and know exactly what I need to do and when, so it saves a lot of time and avoids confusion ### 13. Keeps Month-End Close on Track—Seamless Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Connor L. | Accounting Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I use FloQast to track month-end close activities and manage reconciliations. FloQast helps both me and my team stay organized and on schedule. Whenever I want to check the progress of our month-end close processes, I simply log in and can immediately see which tasks are still outstanding. We use Floqast on a monthly basis. **What do you dislike about FloQast?** I honestly have no complaints about FloQast. It meets our business needs effectively. The only minor issue I occasionally encounter is when an Excel spreadsheet is uploaded and converted into a Google Doc; sometimes, the formula connections are lost in the process. However, I believe this is more of a Google Doc issue rather than a problem with FloQast itself. **What problems is FloQast solving and how is that benefiting you?** FloQast addresses challenges that often result from disorganization and limited visibility into the progress of month-end close and reconciliations. By centralizing all tasks and processes in a single platform accessible to the entire team, it enables everyone to quickly gain a complete overview of the team's status and any outstanding items with just one click. ### 14. Effortless Task Tracking and Powerful Reconciliation Features **Rating:** 4.5/5.0 stars **Reviewed by:** Urvil P. | Accounting analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I appreciate being able to keep track of everything on a monthly basis - Completed and what task are delayed, Who is doing it. The reconciliation feature, along with the automatic reconciliation, is particularly useful for large data set. I also like how adaptable the platform is and how well it integrates with Google Docs. **What do you dislike about FloQast?** Sometimes it crashes and I loose all my data and have start the process from very beginning. I also don't like how after i check the completion if someone else touches my google doc, the complete checkmark would be automatically removed with notifying me and also it should lock in once the file is done. **What problems is FloQast solving and how is that benefiting you?** I often face tight deadlines at month end, with a large volume of data to reconcile before invoicing partners to guarantee accuracy. FloQast helps me stay on track and meet these deadlines, which is especially beneficial when it comes to my year-end review and performance appraisal. The reconciliation process ensures that all my data is accurate and complete before I send it to customers, significantly reducing the time I need to spend on these tasks. ### 15. FloQast Keeps Me Organized and On Track with Timely Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Whitney L. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I really appreciate how FloQast helps me stay organized by keeping track of all the tasks I need to complete and sending reminders that ensure I meet my deadlines. It's especially helpful to receive notifications for tasks that occur less frequently, such as annual ones, which could easily be overlooked. As someone responsible for many account reconciliations, some of which are also posted to by others, I find it very useful to get alerts when an account goes out of balance. Before using FloQast, I might not have noticed these issues until the next month's reconciliation. **What do you dislike about FloQast?** I realize this might be a minor point, and I’m sure it’s something that’s already being addressed, but as a user of Transform, I would really appreciate having an integration with Netsuite. It would be great to pull data directly into the steps, instead of having to reference a file. **What problems is FloQast solving and how is that benefiting you?** This tool has been instrumental in helping me meet tight deadlines. As well as SOX reconciliation controls, which used to be a very time-consuming task. ### 16. Provides Awesome Features that Accountants Need! **Rating:** 5.0/5.0 stars **Reviewed by:** Francisco M. | Accounting Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast has significantly enhanced the closing process for both me and my team. It provides valuable metrics that help us monitor our progress during the close, and it streamlines reconciliations by connecting account balances directly from our reconciliations to FloQast. What I appreciate most is the ability to easily see whether I am ahead of or behind schedule, which makes managing deadlines much more straightforward. **What do you dislike about FloQast?** While I have very few complaints about FloQast, there are some nuances and aspects that require workarounds to make the software fit my needs. For example, I can't easily generate a list or report of entries that have been approved but not yet posted. To address this, we've been using the notes section to run reports on these entries, and we've also considered using tags as an alternative solution. Another area that presents more of a knowledge gap for me is the use of the remind features in FloQast. I believe this feature has a bit of a learning curve, but it could be a valuable automation tool for certain close processes. Although I haven't fully explored this tool, I did spend about 10 to 15 minutes once trying it out and realized it would take some time to learn or to identify practical use cases. More training and standard operating procedures around this feature would be helpful. Another downside would be not being able to add subtasks or mark an entry partially complete. For example, for weekly entries it would be nice to mark those 25% complete if 1 out of 4 entries are completed. This could help reduce some volume of checklist items in FloQast. **What problems is FloQast solving and how is that benefiting you?** FloQast has been especially helpful in ensuring that reconciliations are submitted on time. I find the notifications it sends when something goes out of balance to be particularly important. ### 17. From Chaos to Control: Closing Made Simple.......Smooth Sailing Through the Close Process **Rating:** 5.0/5.0 stars **Reviewed by:** Kunal Sanjeev S. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast is an excellent platform for managing the month-end close process efficiently. I really like how it centralizes all close activities in one place — from tracking tasks and assigning them to team members, to performing variance analysis and reviewing journal entries. The ability to collaborate seamlessly across the accounting team improves visibility and accountability throughout the close process. Additionally, FloQast’s integration with NetSuite (and other ERP systems) makes data flow smoother and reduces manual work, helping ensure accuracy and timeliness. **What do you dislike about FloQast?** The only thing I dislike about FloQast is that, at first, it can feel a bit cumbersome to navigate through the different options. However, after using it for about a week, it becomes very intuitive and user-friendly. **What problems is FloQast solving and how is that benefiting you?** FloQast helps streamline our entire month-end close process by allowing us to manage and track all close-related tasks in one place. We can assign tasks to team members, set deadlines, and easily monitor progress. The platform also supports reconciliation and variance analysis, helping ensure accuracy and accountability. One of the biggest benefits is the clear audit trail — we can see exactly when a preparer completed a task and when it was reviewed, which enhances transparency and improves our overall close efficiency. ### 18. Perfect Fit for Accounting and Finance Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Ankush A. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2026 **What do you like best about FloQast?** how it genuinely understands the day-to-day challenges of accounting and finance teams and builds technology that fits naturally into their workflows. **What do you dislike about FloQast?** I don’t see it as a dislike so much as a challenge that comes with rapid growth. As FloQast continues to scale, maintaining simplicity while adding more advanced features can be difficult. Ensuring the platform remains intuitive for both small teams and larger, more complex organizations is something that likely requires constant refinement. That said, I actually view this as a positive challenge, because it shows FloQast is evolving with its customers and actively investing in product improvement **What problems is FloQast solving and how is that benefiting you?** loQast is solving the core challenges around the financial close process—specifically the lack of visibility, heavy reliance on manual spreadsheets, fragmented communication, and the pressure to close faster without sacrificing accuracy or controls. For me, this means spending less time chasing status updates or reconciling disconnected files and more time focusing on analysis and value-added work. ### 19. Floqast Simplifies Month-End Close with Intuitive Tracking and Filters **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher C. | Accounting Lead, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about FloQast?** Floqast makes tracking tasks and reconciliations during month-end close simple. You can easily see what's what items are still open and how long they are overdue by. Numerous filtering options by preparer, reviewer, due date, status, are all very helpful. Integration with Dropbox makes updating recs and documentation of reconciling items easy. **What do you dislike about FloQast?** No cons to Floqast I can think of. Used Blackline as a reconciliation tool prior to Floqast and Floqast UI/UX and functionality is definitely a big upgrade. **What problems is FloQast solving and how is that benefiting you?** Floqast is used as the main tool for the Accounting team to track progress of month-end close and reconcile balance sheet accounts every month. It has streamlined Accounting's month-end closed by consolidating all recs and tasks into one system/place and has eliminated having to manually track tasks in a Google Sheet. It's secondary use for the team is to track compliance and reporting related tasks. ### 20. Streamlined Financial Management with Intuitive Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Prithvi D. | manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2026 **What do you like best about FloQast?** I like how FloQast makes the month-end close process very easy, fast, simple, and organized. The reconciliation automation is great because it reduces a lot of manual work. I also appreciate the Excel integration since our team heavily relies on Excel and FloQast connects directly to it. The onboarding team was helpful and guided us through the straightforward initial setup. **What do you dislike about FloQast?** FloQast feels complex for new users and customization and reporting options feel limited. **What problems is FloQast solving and how is that benefiting you?** FloQast helps me automate financial closing which reduces errors and speeds up processes, eliminating the need for spreadsheets and manual follow-ups, making tasks less delayed. I also like its reconciliation automation and Excel integration, reducing manual work and simplifying the month-end close. ### 21. Seamless Reconciliation with Superb Simplicity **Rating:** 5.0/5.0 stars **Reviewed by:** Connor M. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about FloQast?** I genuinely appreciate FloQast for its ease of use and simplicity, as it makes my tasks significantly more manageable. The seamless integration with NetSuite and Excel streamlines my reconciliation process, simplifying the way I work with financial data from different platforms. This interoperability greatly enhances operational efficiency. Additionally, its reliability stands out, providing consistent performance that allows me to trust the system without much concern. The setup process was seamless, making the initial adoption and continued use smooth and hassle-free. Overall, these positive aspects contribute to my unwavering satisfaction with FloQast, underscored by my strong likelihood to recommend it to others. **What do you dislike about FloQast?** {"The time it takes for reconciliations to update"} **What problems is FloQast solving and how is that benefiting you?** I find the product simplifies reconciling data between Excel and NetSuite, enhancing our efficiency. ### 22. FloQast Review **Rating:** 5.0/5.0 stars **Reviewed by:** Rachael H. | Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast really helps me and my team stay organized during both the close and pre-close periods, which can often become quite hectic. Thanks to FloQast, we remain focused on our objectives and aligned with our monthly and quarterly goals. It was easy to implement into my monthly tasks, and customer support is there when I needed help. I use FloQast frequently and just recently learned about FloQast remind and looking forward to integrating it into my processes. **What do you dislike about FloQast?** When I first began using FloQast, there was a bit of a learning curve. However, I am now comfortable navigating the platform. **What problems is FloQast solving and how is that benefiting you?** FloQast is helping solve time management problems and also keeping myself and the team on track with our daily goals through busy times. ### 23. Checks all the boxes and helps complex processes run smoothly **Rating:** 4.5/5.0 stars **Reviewed by:** Emily K. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2022 **What do you like best about FloQast?** Having a checklist of tasks month by month helps maintain consistency and remove any ambiguity regarding what needs to be done. Comparing actual to expected sign-off dates allow for benchmarking and improvement plans. **What do you dislike about FloQast?** Refresh can be clunky and take a while. When using the Flux analysis I would love an option as preparer to filter for the items I have checked off, even if the reviewer has not checked off, instead of an all or nothing filter that indicates if the item is either completely done or still needs review. **What problems is FloQast solving and how is that benefiting you?** Managing all close tasks and ensuring all tasks are completed each month. Due dates and sign off allows us to set goals then compare to our expectations for improvement ideas. ### 24. Intuitive and Streamlined Closings, with Room for More Flexibility **Rating:** 4.5/5.0 stars **Reviewed by:** Brady H. | Treasury Accountant III, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** FloQast has proven to be highly intuitive and has significantly streamlined our month-end closing process. I appreciate how easy it is to upload documents to a folder and have them automatically linked and added as support, which is especially helpful when updates are required. Also, the reminders and the way tasks are organized among teams and individual team members have made it much clearer to track responsibilities and see who is handling each task. **What do you dislike about FloQast?** I think there could be a little more flexibility in the recurring items, but overall it has been very useful. **What problems is FloQast solving and how is that benefiting you?** The platform addresses the challenges of assigning, tracking, and uploading reconciliation reports, while also offering checklists for recurring tasks that we frequently use and continually refine. ### 25. A Reliable Tool That Brings Structure and Efficiency to the Close Process **Rating:** 5.0/5.0 stars **Reviewed by:** Diana A. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** The most helpful features have been the task tracking and reconciliation checklists, which keep our team organized and ensure nothing is missed. **What do you dislike about FloQast?** If there’s one area for improvement, it would be making the user interface a bit more intuitive when navigating between modules or reviewing completed tasks. At times, it can take a few extra clicks to get where you need to go. **What problems is FloQast solving and how is that benefiting you?** Our accounting team implemented FloQast earlier this year, and it has made a huge difference in our month-end close process. The platform has helped improve our organization, streamline reconciliations, and increase overall visibility into our close tasks. It’s been a great tool for keeping our team aligned and ensuring a smoother, more efficient close each month. ### 26. FloQast Review **Rating:** 4.5/5.0 stars **Reviewed by:** Bianca S. | Accounting Lead, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2025 **What do you like best about FloQast?** Recs are now easier to prepare with the available tags, and the new reconciling items module is super helpful. The quick filters are also helpful, especially now that we're able to sort by the due date. **What do you dislike about FloQast?** I wish there was a way to attach the same file under two different items for the Checklist items. **What problems is FloQast solving and how is that benefiting you?** The FloQast dashboard shows real-time progress of the close, so you know exactly what’s done, what’s pending, and who’s responsible. For example, for the EOD updates I provide during the close, instead of having to reach out to team members I'm able to check the open tasks in FloQast. The automated reconciliation due to the NetSuite integration is also very helpful. ### 27. Checklist, Autolink, and Variance Analysis Make Tasks Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Siwen S. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** 1. The checklist function which could track monthly task by due date so that we will never foget what we need to do 2. The autolink function which could grab the reconciliation number from the BOX directly. So that we don't need to update it manually if we want to update the Reconciliation. 3. The variance analysis function which also could grab amount and generate the fluxes very easily. **What do you dislike about FloQast?** We encountered an issue when adding new accounts or updating location numbers, as it seems the Variance Analysis function did not capture the amounts correctly. **What problems is FloQast solving and how is that benefiting you?** The main problem that FQ solving is to end the manual close processes and provide a very timely&useful due date tracking. ### 28. Streamlined Month-End Closing with FloQast **Rating:** 4.0/5.0 stars **Reviewed by:** Carolyn H. **Reviewed Date:** October 27, 2025 **What do you like best about FloQast?** I have been using FloQast for the past six months primarily for month-end closing and checklist management, which allows us to ensure everything is checked off accurately as per our audit manager's requirements. I particularly enjoy the ease of use of FloQast, which makes the checkoff process straightforward and enables smooth collaboration with our external accounting firm. The software's ability to integrate with our accounting software is highly beneficial, as it allows me to track the status of our closing process, identify bottlenecks, and contact team members who may be lagging behind in their tasks. This feature greatly enhances the efficiency of our closing process and helps prevent delays. Additionally, I appreciate how FloQast supports prepaid reconciliations, which is a new implementation for us this summer. **What do you dislike about FloQast?** I think that maybe in the prepaid section, which we have just started using, could be a bit easier, specifically when entering beginning balances that have already been amortized over several months. It would be helpful if we could simply input those initial balances and carry them forward through the amortization period seamlessly. **What problems is FloQast solving and how is that benefiting you?** I use FloQast to track closing processes and ensure smooth month-end closings. It helps in contacting team members falling behind and identifies bottlenecks, enhancing coordination and efficiency. ### 29. The Cleanest Cloud-Based Deliverable Tracker **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2025 **What do you like best about FloQast?** The organization of all the tasks & deliverables. Having a clean & user-friendly UI that clearly shows when & what is open. Having an option of rotating frequency of tasks that can be rolled daily, monthly, & quarterly. It's integration with OneDrive makes the review process a lot easier with having all the required support online. Pretty fast process of setting up or implementing it for new clients. A useful tool assists us each quarter. **What do you dislike about FloQast?** Unfortunately, a fairly manual process to copy or replicate Checklist items & templates. I wish there was more customization for the Dashboard to make more effective/personal for the layout & info displayed **What problems is FloQast solving and how is that benefiting you?** This tool has been instrumental in helping us track our deliverables and maintain compliance for our SOC 2 testing, both quarterly and at year-end. One particularly valuable feature is the clear display of the Preparer and Reviewer for each checklist, which greatly supports our training of new team members and makes it easier to log sign-offs. ### 30. Streamlined Month-End Close, Easy Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Adam B. **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I appreciate FloQast's seamless integration with our ERP system and OneDrive, making it exceptionally user-friendly and easy to set up. The software's ability to pull GL balances and tie them easily to Excel sheets greatly enhances our account reconciliation process's accuracy and completeness. FloQast effectively aids in solving the month-end close challenges, particularly helpful for our large team, as it provides insight into everyone's progress, ensuring tasks are completed efficiently and swiftly. I also like how FloQast is constantly evolving, always adding new features and modules, which expand its usability and make it a desirable tool for month-end closes and other accounting-related tasks. **What do you dislike about FloQast?** I would probably change the pricing model, making a more transparent pricing model that's not so dependent on the number of users. This would make it easier to implement for teams of all sizes. Additionally, just knowing what the prices are upfront without having to go through a salesperson would make it much easier. **What problems is FloQast solving and how is that benefiting you?** I use FloQast to streamline our month-end close process, enabling team coordination and efficient account reconciliations, significantly speeding up the closing process. ### 31. User-Friendly with Robust Documentation **Rating:** 4.5/5.0 stars **Reviewed by:** Kelsi N. | Accounting Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I appreciate FloQast for its seamless setup process, which requires minimal effort and is supported by extensive documentation and training guides. I love how user-friendly it is, making it easy to learn and use compared to other month-end close systems. The software significantly aids in tracking our month-end process, providing clarity on our progress and highlighting potential delays, which is invaluable for project management. The notes capability is a standout feature, serving as an excellent communication tool between preparers and reviewers by sending notifications through emails or Microsoft Teams. Additionally, I find the integration with Microsoft Word and VIZIO extremely useful for editing process documentation directly within FloQast. The ability to assign due dates with clear responsibilities for preparers and reviewers further enhances our workflow efficiency. The integration with Sage Intact, which allows us to pull in GL balances, is another key benefit that supports our financial management and reporting processes. **What do you dislike about FloQast?** I find the search functionality somewhat problematic because it can be clunky and often requires using multiple filters to find what I need. **What problems is FloQast solving and how is that benefiting you?** FloQast streamlines tracking our month-end close process, providing detailed insights on progress and delays. It enhances communication with its notes feature, improving coordination with email and Teams notifications. Housing process documentation in FloQast aids efficient project management and integration with Microsoft tools. ### 32. Effortless Month-End Close and Reconciliation Tracking with FQ **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I like how we can track where we're at with our month-end close using the checklist. I also like how FQ helps us track and complete our reconciliations. The fact that it compares our support file directly to our GL right in FQ is a nice feature. **What do you dislike about FloQast?** My biggest complaint is the time it takes for things to load. For example, when I submit my reconciliation files, it takes quite a long time for FQ to refresh. It's hard to be productive during this time because there really isn't enough time to go do something else, but also, it takes long enough that i feel like I'm waiting too long and wasting time. Please work on site optimization somehow so that things will go faster. **What problems is FloQast solving and how is that benefiting you?** It gives us a bird's eye view of where we stand in our month end close. It lets me know what i need to do next and keeps me on track to meet my deadlines. ### 33. Streamlined Month-End Close with FloQast **Rating:** 5.0/5.0 stars **Reviewed by:** Holly B. **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I appreciate how FloQast eases the month-end close process by being user-friendly and easy to set up. The software's capability for automatic reconciliations and sign-offs is particularly valuable as it eliminates the need for manual tasks, saving us significant time during close periods. I also love the easy visibility into close deadlines, which enhances our team's efficiency by allowing us to track the completion status of other teams' tasks without direct communication. Additionally, its compatibility with Oracle aids in our variance analysis by updating the trial balance, further streamlining our tasks. These features collectively contribute to a smoother and more efficient accounting process, which I find incredibly beneficial. FloQast's integration into our workflow has been seamless, creating efficiencies that not only save time but also allow us to stay informed about where each team stands during the close process. **What do you dislike about FloQast?** nothing **What problems is FloQast solving and how is that benefiting you?** I use FloQast to eliminate manual reconciliations, gain easy visibility into close deadlines, and enhance team communication without constant check-ins. ### 34. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about FloQast?** FloQast has demonstrated industry leading qualities from start to finish. In the sales portion of the experience, FloQast members shared genuine interest in helping us solve problems rather than just pushing us to signing a contract. Once implementation begun, we were assigend a rep that helped us not only set up the product, but guided us in a way to also think critically about how our business practices could evolve throughout. The implementation was incredibly easy and our rep kept me (as an admin) in the loop throughout to ensure I was able to continue supporting the software once the implementation phase had concluded. FloQast takes customer feedback seriously and rolls out additional features frequently based on feedback received. In total, after 6 months of use, the time to complete our close has decreased by 60% and we are more confident in the accuracy of the underlying data than ever before. **What do you dislike about FloQast?** FloQast is incredibly flexible and our company has been able to find many "work arounds" for some complex hurdles and reporting requirements. My only critique of FloQast would be having a larger pool of comprehensive "out of the box" solutions. **What problems is FloQast solving and how is that benefiting you?** Our company had a problem with enforcing standardization across multiple entity types and reporting requirements, while also encouraging efficiencies. FloQast has not only allowed us to create standardization, but encourage cross training (i.e. people from different teams can easily help with one-off tasks by following the layout in FloQast). We have also been able to evaluate the close process in terms of completion timelines to identify bottleneck processes that need additional atention. ### 35. Staff Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** Since we implemented FloQast for our close a few years ago, our average days to close has shortened because we are focusing on the things that matter and not wasting time with Excel WB as our white papers. We can easily navigate to any entity (and we have over 40) quickly and readily and get a succinct overview of where we are at. I like being able to customize our reconciliations and checklist items for each of the entities that I am responsible for. We use FloQast everyday, multiple times a day. It integrates seamlessly with our Accounting Software, Sage. I also appreciate the Variance Analysis as this feature allows us to report to our CFO and Financial Reporting Team quickly by downloading the results. **What do you dislike about FloQast?** FloQast did an update about six months ago, whereby when you are in the Folders View, the Checklist items area is really large but the Reconciliation Items (which is our most important thing), is very small and requires you to scroll. **What problems is FloQast solving and how is that benefiting you?** 1. FloQast has solved the issue of manual reconciliations and checklist, which frees up valuable time. 2. FloQast integrates with our accounting Software, Sage, which allows for seamless data flow. 3. I can easily see which tasks are assigned to me, track their status, and collaborate with my team, all on one platform. 4. FloQast automates reconciliations which reduces the time I used to have to spend chasing down approvals. ### 36. Good Features, Competitive Product **Rating:** 3.5/5.0 stars **Reviewed by:** Jacob Y. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I appreciate how FloQast brings all necessary reconciliations and documents into one centralized location, making it easy for the entire team to collaborate virtually without relying on tools like OneDrive. The platform allows easy access to prior month's comments and facilitates quick variance analyses quarter over quarter or year over year, which is essential for our workflows. I also value the changes FloQast has made recently, such as the variance analysis now defaulting to show the prior period explanation, which saves time and reduces the need for navigation to old records. It's a simple tool that isn't trying to reinvent the wheel but instead focuses on delivering functionality that works efficiently. Additionally, the smooth integration built-in with the API and the connection to NetSuite enhances productivity by helping to streamline tasks. Overall, I find it simple to use and effective in meeting our core needs. **What do you dislike about FloQast?** I find that FloQast does not have a real competitive advantage in terms of functionality compared to other similar tools. The primary factor seems to be the price point rather than unique features. Additionally, I am not impressed with the AI features and explanations, which do not stand out from other offerings. I also believe there is an issue with overpromising and underdelivering common to many SaaS companies. I would prefer if the company focused more on perfecting the core product and customer experience. Specifically, I find the lack of customizability in variance analysis frustrating, such as the ability to view journal entries not yet posted to the general ledger without having to reach out to FQ to build out this functionality. This limitation can result in bottlenecks during variance analysis, and having more native customizable options would be a significant improvement. **What problems is FloQast solving and how is that benefiting you?** FloQast centralizes access to reconciliations and documents, enhancing team collaboration without relying on OneDrive, and simplifies variance analysis. Built-in API and NetSuite connection streamline processes. ### 37. Seamless Month-End Management, A Must for Accountants **Rating:** 5.0/5.0 stars **Reviewed by:** Adam B. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I find FloQast an invaluable tool for organizing my month-end checklist and reconciliations, offering a singular, centralized workspace that keeps my focus on essential tasks. Its search functionality stands out for its efficiency, allowing me to quickly locate task numbers and presenting immediate results as I type, significantly speeding up my workflow. I appreciate how seamlessly FloQast integrates with Excel by using hashtags to automatically connect for reconciliations, ensuring everything ties neatly into the general ledger and providing reassurance as I navigate the web interface. Its ease of use and simplicity add tremendous value to anyone working within the accounting function. The product naturally markets itself through its effectiveness and utility, making it highly recommendable to future accounting teams I might join. Overall, I am highly satisfied with FloQast and believe it to be exceptionally beneficial. **What do you dislike about FloQast?** I fully enjoy FloQast, and I do not have a part of the software I dislike. **What problems is FloQast solving and how is that benefiting you?** I find FloQast organizes my month-end close tasks, providing a central location for checklists and reconciliations, which streamlines my workflow. ### 38. Powerful Dashboards and Task Management for Smooth Month-End Close **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I really value the dashboards and the ease with which I can organize checklists and tasks across different business functions. This tool has proven to be especially powerful for us during End of Month and End of Quarter close and reconciliation processes. I also appreciate the ability to integrate with our other business tools. **What do you dislike about FloQast?** One area where I wish FloQast could improve is in its reporting and data analysis features. I feel that we are not fully utilizing this aspect of the system, and I would appreciate having more guidance or resources on how to make the most of these functions. **What problems is FloQast solving and how is that benefiting you?** Having a centralized location for our financials allows our leaders to easily see where we stand at the end of each month, quarter, and year. This setup makes it possible for us to communicate effectively and quickly identify what is missing, especially since multiple business units are working and logging information into the system. ### 39. Accurate Deadlines and Automated Reminders Make FloQast Stand Out **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** These are a few things I like about FloQast: - Checklist feature where the due dates are only based on working days, ensuring the due date to be more accurate. - ReMind feature to automatically send out the request for reports / vendor estimates. - Most of the features on Floqast portal is user friendly, and very easy to use and implement. - Customer support was a great help, when there are ReMind issues throughout my usage. **What do you dislike about FloQast?** - Variance Analysis - allowing each individuals team member to create their own flux, creating multiple version of templates, and need to open each version to ensure I am using the correct one. It will be great if the creation of analysis is restricted to 1-2 admin - Dashboard - as part of Sept-2025 close, these feature did not show up on my dashboard - reconciliation, notes, analytics, variance analysis. Only when I click on the email notification on variance analysis, then the feature pop-up. Not sure what happen, but it did not create a huge burden/issues for me due to email reminder. **What problems is FloQast solving and how is that benefiting you?** It is keeping all team members accountable , since the system shows the pre-defined deadline on each task, and who is responsible to prepare / review. Also, ReMind feature completely get rid of the monthly repetitive task of having to send email to vendors / business on time. ### 40. FloQast Keeps Our Team Organized and Streamlines Accounting Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** What I appreciate most about FloQast is how it helps me stay organized by displaying all my weekly tasks in one convenient location. I can easily sign off on tasks once I’ve completed them, which notifies my manager that everything is ready for review. If any questions arise regarding my tasks, FloQast allows me to add comments directly. One of my major month-end reconciliations is linked to FloQast, and since it integrates with Excel, I can sign off on the task when the reconciliation balance falls within the acceptable threshold, signaling to my manager that it’s ready for review. I also use FloQast to comment on month-over-month variances. Our organization is working towards making FloQast the central hub for all our accounting procedures, and it truly helps everyone on the team stay organized. We rely on FloQast daily. Implantation was easy and customer service is always available and helpful. **What do you dislike about FloQast?** Like with any software, there were some learning curves when I first started using Floqast. However, once I became familiar with it, the platform proved to be very easy to use. I also find it quite intuitive. **What problems is FloQast solving and how is that benefiting you?** Floqast keeps everything is one easy to use dashboard. It helps communication between myself and my manager as well. ### 41. Floqast Streamlines Close Process, Needs Better Completeness Checks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** Floqast has allowed our team to shorten our close time frame from around 12 business days down to 7. The various dashboards have allowed our team to track progress in real time, limiting the need for manual check ins on status updates. It was very easy to implement, requiring the lowest lift of some of our other platform integrations, and has been very easy to train new users on. Our company uses JEM and its been great to be able to integrate actual journal entries right into their corresponding checklist item. Lastly, we haven't required support often but in the times we have the team has been very responsive and provided valuable feedback very quickly. **What do you dislike about FloQast?** Definitely would like to run a completeness check for any income statement accounts, uploading a reconciliation to compare to our ERP system's balances allows us to ensure that new account activity is captured & there aren't any transactions that were accidentally booked to a inactive or infrequently used account. Currently we are only able to run this for balance sheet accounts **What problems is FloQast solving and how is that benefiting you?** Floqast is allowing us to centralize our close process, something that was manually managed via excel sheets before. They are also starting to venture into the AI space, something all accountants are dipping our toes into. The approach has been really great so far, almost a forced approach to go slow and get really comfortable with the AI product in order to gain confidence moving forward ### 42. Useful Features, Initial Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Nishant G. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I find FloQast's checklist functionality and timely reminders really useful, as it sends notifications directly to my email about what's coming due. This keeps me organized and on track with deadlines. I also appreciate the integration with Slack, which is a very useful feature for sending out reminders, enhancing the coordination and communication within my team. Additionally, the automation capabilities, particularly for reconciliation purposes, are highly valuable. The potential for integrating artificial intelligence to deepen the balance sheet reconciliation process makes FloQast an attractive tool for our needs. Its effectiveness has kept it as our top choice over other vendors. **What do you dislike about FloQast?** Initially, getting around FloQast can take efforts from admin perspective, indicating a learning curve when starting out. From a reconciliations perspective, I would make the software more reporting heavy by incorporating multiple aspects such as aging in balance sheet reconciliations, lag status, and the quality of reconciliations directly on FloQast. Additionally, I see a need for more customization of the filters on the checklist and reconciliation to better fit individual needs. **What problems is FloQast solving and how is that benefiting you?** I use the product for checklist and balance sheet reconciliations, finding its timely reminders and Slack integration enhance my workflow efficiency. ### 43. Effective for Reconciliation, Needs Improved Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Cristian R. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I find FloQast incredibly useful for monitoring the close process and managing account reconciliations, especially given the multiple entities we work with. The software effectively consolidates account reconciliations in one location, ensuring they are prepared and reviewed by designated personnel. I particularly appreciate the reporting and reconciliation features as they significantly aid my role, providing useful evidence during our financial statement audits and making reporting smoother. These features also assist in identifying fluctuations month over month, quarter over quarter, and period over period, especially for significant flexes. The reconciliation process is not only very helpful but is also a key factor influencing my decision to consider purchasing FloQast again. Additionally, I utilize FloQast alongside NetSuite, which showcases the product's integration capability, essential for seamless workflow in our operations. **What do you dislike about FloQast?** I find the current reporting setup limiting, which doesn't provide the most beneficial reporting for my needs. **What problems is FloQast solving and how is that benefiting you?** I use FloQast to monitor and consolidate account reconciliations across multiple entities, ensuring they are prepared and reviewed properly, which aids in financial audits and helps identify financial fluctuations. ### 44. Seamless Integration and AI Empowerment **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica A. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I truly appreciate how FloQast significantly streamlines financial tasks with its AI tools, allowing us to efficiently prepare financials for our diverse clients. The platform reduces the need for direct communication among team members, as everything is accessible through FloQast, ensuring seamless updates and clarity on task statuses. The recent introduction of new AI tools has elevated our service level and enhanced team communication even further. FloQast's dependency management, rules, and notes facilitate a high level of accuracy in our financial reporting, fulfilling the service expectations of our clients. I find the setup process notably simple, and the ease with which it connects to popular financial systems like Xero, NetSuite, QuickBooks Online, and Intact Sage is remarkably smooth, ensuring that post-connection issues are minimal. The auto-matching feature is incredibly beneficial for managing various data sets, while the prepaid amortization feature simplifies addressing challenging journal entries unique to each client. This functionality minimizes cumbersome manual tracking and allows the accountants to focus on verifying balances accurately. FloQast enabling notification alerts for balance sheet changes is highly valued, as it decreases unnecessary communication and allows real-time updates for immediate handling. Overall, it empowers me to dedicate more time to management tasks, confident in the reliability of FloQast’s numbers. With these comprehensive tools, our firm can enhance our client advisory services remarkably, adapting to the rapid technological advancements in the accounting industry. **What do you dislike about FloQast?** I wish FloQast was more tailored to client advisory services firms allowing more functions for managing multiple clients. The current setup seems more focused on individual firm financials rather than offering robust support for client services. Another issue is the lack of flexibility in switching between accrual and cash basis within FloQast, which complicates verifying balances when clients operate solely on a cash basis, as FloQast primarily pools accrual basis data. **What problems is FloQast solving and how is that benefiting you?** I use FloQast to streamline financial tasks, reducing team communication needs by centralizing information. It helps manage balance sheet changes efficiently, allowing more time for strategic management due to reliable numbers. ### 45. Perfect for Accounting Teams, Streamlines Month-End Close **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about FloQast?** I find FloQast incredibly useful for managing our balance sheet reconciliations and providing journal entry support. It streamlines the audit process, allowing auditors to easily access and review journal entries and reports, which not only helps in ensuring accuracy but also saves our team a considerable amount of time in gathering information. The software's ability to integrate smoothly with our ERP and cloud software without any major setup difficulties was a big plus, making the implementation process straightforward. The audit review feature is particularly valuable, offering a thorough and efficient way for auditors to review necessary documents. The prepare reviewer feature ensures that every transaction is reviewed and prepared by separate parties, providing an extra layer of control. I love that FloQast offers a customizable dashboard where I can sort items assigned to me for preparation or review, giving a clear view of the status of our tasks, whether they are on time or delayed. This feature aligns well with project management needs, helping keep track of the team's progress. Additionally, FloQast's ability to connect seamlessly with the trial balance to balance out reconciliations and view everything on a single dashboard is very efficient for an accounting team like ours. It's perfect for completing month-end close tasks which makes me confident in recommending its tailored nature to accounting professionals. **What do you dislike about FloQast?** I think FloQast could improve by adding more project management capabilities for other teams outside of accounting. While the accounting-specific dashboard is great, having similar features for finance, cash management, AR, AP billing, etc., would be beneficial. Right now, it's somewhat limited to checklist items, and expanding the dashboard offerings could enhance its utility across various departments. I'm unsure if more advanced features are available in higher-level subscriptions. **What problems is FloQast solving and how is that benefiting you?** FloQast streamlines our audit process, ensures journal entries are reviewed with control, and saves time by consolidating and facilitating auditor access to information. ### 46. Excel-Based Efficiency with FloQast Shines Bright **Rating:** 5.0/5.0 stars **Reviewed by:** Yuliya F. **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** I find FloQast to be incredibly user-friendly and intuitive, particularly appreciating its Excel-based functionality, which seamlessly integrates with our existing workflows. This has been a major advantage as our team extensively uses Excel, and it eliminates the need to transfer data into other formats, unlike with BlackLine where additional and sometimes cumbersome steps were required. The ability to attach Excel files directly and proceed without any hassle has streamlined our reconciliation processes significantly. FloQast has become an essential part of our monthly close and reconciliation processes, providing clear visibility into the status of reconciliations and including features like review notes which simplify managing deadlines and follow-ups. Moreover, I appreciate the ease of setup based on feedback from my team that it was very easy and intuitive to set up. FloQast’s capacity for managers to make notes directly within the support file greatly enhances the efficiency of the review process, eliminating the need to return files to the preparer for further clarification, thus making the entire reconciliation process more streamlined. These features make FloQast an indispensable tool that greatly enhances our productivity and organizational efficiency. **What do you dislike about FloQast?** I find it challenging that downloading Excel files from SharePoint takes time, which can be frustrating as a reviewer. I'm still trying to determine whether this is a drawback of FloQast itself or just our internal Sharepoint set up issue. We are still investigating **What problems is FloQast solving and how is that benefiting you?** We use FloQast for balance sheet reconciliations, simplifying processes and improving organization across entities. Its Excel-based format aids in ease and efficiency, providing clear visibility and making reconciliation management straightforward. ### 47. Floqast Keeps Us on Track—A Breath of Fresh Air for Task Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about FloQast?** The most helpful thing is that it can remind you of tasks that otherwise may be easily forgotten. This makes it extremely easy to keep track of any tasks that you need to complete. I use this primarily on a daily basis to make sure that my company is reporting to all regulatory agencies in a timely manner to avoid any issues with our permits and licenses. **What do you dislike about FloQast?** As a newer user I still haven't experienced any negative parts about Floqast. It really has been a breath of fresh air. **What problems is FloQast solving and how is that benefiting you?** Floqast has really benefited my company by allowing us all to keep track of various tasks that other members of my department handle. I have tasks that are reliant on other's completion. So by allowing me to follow these necessary tasks in Floqast, I automatically get emailed when certain things are completed, letting me know that I am allowed to start on my tasks. ### 48. Difficult Setup, But Effective for Management **Rating:** 4.0/5.0 stars **Reviewed by:** Lauran L. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2024 **What do you like best about FloQast?** I appreciate FloQast for its effectiveness in enhancing management transparency within our company, which is a crucial factor for us. The system has greatly benefited us in this area, providing clarity and better oversight. The integration with other management tools like Workday complements our workflow, making this a seamless part of our accounting process. I find the layered security features particularly valuable, as they ensure that our data remains protected at all levels. This security aspect, combined with FloQast's overall ability to provide transparency, makes it a compelling choice for us. Additionally, the capability for sign-offs is one of the most useful features for my team, streamlining the workflow and facilitating easier tracking of approvals. **What do you dislike about FloQast?** I find the initial setup of FloQast very difficult. Another significant issue is the update refresh time for journal entries and other transactions, which takes three to six hours. This delay complicates the process of making sign-offs and should be changed to happen in minutes instead of hours for efficiency. **What problems is FloQast solving and how is that benefiting you?** I find FloQast enhances management transparency with layered security, making our accounting processes more secure and clear. ### 49. Effortless to Use, Slight Performance Hiccups **Rating:** 3.5/5.0 stars **Reviewed by:** Sam S. **Reviewed Date:** October 24, 2025 **What do you like best about FloQast?** I appreciate that FloQast provides a transparent, audit-ready platform for managing finance and capital markets activities, ensuring there are no gaps in our processes. It serves as a central hub for final versions of documents, helping to avoid version control errors, which is critical for accuracy and compliance. The user interface is easy to navigate, even when toggling between different entities, which helps simplify otherwise complex processes. Additionally, FloQast streamlines month-end activity summaries and allows other finance employees to autonomously access necessary details, reducing my workload. Assigning tasks to specific team users also enhances collaboration and workflow efficiency. **What do you dislike about FloQast?** I find entry-level upload speeds quite slow, which is annoying when dealing with many uploads of large file size. **What problems is FloQast solving and how is that benefiting you?** I use FloQast for a transparent, audit-ready finance platform ensuring no gaps and as a central hub to avoid version control errors, streamlining month-end summaries and allowing autonomous access to transaction data. ### 50. It helps significantly reduce close time and simplifies the task checklist. **Rating:** 5.0/5.0 stars **Reviewed by:** Devin B. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about FloQast?** The filters in Checklist and Reconciliations make it very easy to find my specific tasks and check them off. It's easy to see close progress at any point in time without needing to ask the accounting team for a status update. **What do you dislike about FloQast?** FloQast is one more system to log into and update regularly. It takes several months to fine tune the due dates. **What problems is FloQast solving and how is that benefiting you?** It's easy to see when an entry is made after an account is reconciled which helps me update the reconciliation quickly. Managers can see my close status without having to wait for an update from me. Bottlenecks are also easier to find so we can focus on improving those. ## FloQast Discussions - [Will FloQast be compatible with my existing ERP/ GL System?](https://www.g2.com/discussions/will-floqast-be-compatible-with-my-existing-erp-gl-system) - 1 comment, 2 upvotes - [how can I add steps to a task without creating multiple tasks?](https://www.g2.com/discussions/how-can-i-add-steps-to-a-task-without-creating-multiple-tasks) - 1 comment, 1 upvote - [Will there be any updates that make the account balance refresh process quicker?](https://www.g2.com/discussions/will-there-be-any-updates-that-make-the-account-balance-refresh-process-quicker) - 1 comment, 1 upvote - [What is the best way to automate trial balance uploads?](https://www.g2.com/discussions/13723-what-is-the-best-way-to-automate-trial-balance-uploads) - 1 comment, 1 upvote - [How do VPs of Finance use FloQast?](https://www.g2.com/discussions/close-management-software-and-vps-of-finance) - 1 comment, 1 upvote - [View FloQast pricing details and edition comparison](https://www.g2.com/products/floqast/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-02+21%3A41%3A41+-0500&secure%5Bsession_id%5D=821e4a1d-688f-474b-82e5-2a6bf90015c1&secure%5Btoken%5D=c3a514a1a9734a6625659a5e46850ab51c13b3598412bdf3454e523a41209c7a&format=llm_user) ## FloQast Integrations - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Excel-to-Word Document Automation](https://www.g2.com/products/excel-to-word-document-automation/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) ## FloQast Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Reconciliation** - Consolidation - Management - Accounting **Generative AI** - AI Text Summarization - AI Text Generation **Reconciliation - Financial Reconciliation** - Automation - Bank Statements - Exceptions - Algorithms **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Reporting** - Report Types - Standard - Custom **Audit - Financial Reconciliation** - Accuracy - Compliance - Reporting - Audit Trail **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Closing Process** - Audit - Journal Entries - Distribution **Integrations - Financial Reconciliation** - Accounting - Inventory - ERP - Banking **Documentation - Audit Management** - Templates & Forms - Checklists **User Permissions and Security - Financial Reconciliation** - Access - Authentication - Encryption - Regulations **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance **Other Functionality** - Multi-Entity / Consolidation - Recognition Rules - Reconciliations **Agentic AI - Financial Reconciliation** - Autonomous Task Execution **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis **Reporting & Analytics** - Financial Statements - Custom Reporting - Dashboards **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management **Agentic AI - Accounting** - Autonomous Task Execution ## Top FloQast Alternatives - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) - 4.5/5.0 (1,050 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,128 reviews) - [Trintech](https://www.g2.com/products/trintech-trintech/reviews) - 4.5/5.0 (527 reviews)