FloQast Reviews & Product Details

FloQast provides a centralized platform for managing month-end close tasks, offering features like standardized checklists and overdue task alerts. However, it lacks integration with CRM systems, requiring manual data entry for client information. Review collected by and hosted on G2.com.

I value FloQast's standardized month-end close checklist functionality, which is perfect for our busy quarterly tax-filing cycle. It lets us assign reconciliation tasks to our tax-prep team and clearly mark completed audit evidence, eliminating messy manual spreadsheets. Its overdue-task alerts are great for keeping our team aligned on client closing work. FloQast brought centralized close-task tracking we badly needed, greatly improving our workflow. Review collected by and hosted on G2.com.

The audit trails and unified month-end checklists are my top picks. Every reconciliation action and attached file carries a timestamp, fully compliant with German financial audit standards. The dashboard displays live task progress, shared lists let our finance team comment directly on work items, cutting down repetitive emails and missed deadlines drastically. Review collected by and hosted on G2.com.

Report customization options are too few, can’t adjust layouts to match local German audit forms. Bulk editing reconciliations runs sluggishly. It lacks native connection to our internal file server, so I manually upload all supporting documents monthly. Also, adjusting settings to meet local finance rules took lots of repeated edits during setup. Review collected by and hosted on G2.com.

The reminders help me stay on track. The check lists and reconciliations lists help me to stay on target for what my tasks are for the month. The auto-rec is great and saves a lot of time. Review collected by and hosted on G2.com.

The auto-rec requires some set up and training to learn how to use, but this is normal with any new system. Customer support is very helpful in the training process. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I mainly use FloQast for checklists and reconciliations. I really like that it helps maintain accuracy on due dates and offers real-time sync with NetSuite. The user interface is something I particularly enjoy, especially because it's real-time. Overall, I don't see any areas that need improvement, it feels perfect for my needs. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

FloQast is very intuitive. I like that I can figure things out quickly, and I also appreciate the learning resources available for CPE. Review collected by and hosted on G2.com.

I haven’t run into many issues with FloQast so far. That said, it would be nice to see stronger reviews of FloQast as a company on Glassdoor. Review collected by and hosted on G2.com.

What I like best about FloQast is how it keeps me on track with all of my tasks, and how I can add notes. Review collected by and hosted on G2.com.

I don't have anything that I dislike about Floqast. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

How it has automated manual tasks and sped up our monthly processes Review collected by and hosted on G2.com.

We still can't get the automatic bank rec to work due to system limitations from our ERP and the bank. Also we are not giving access to our auditors as the access settings are sophisticated enough - they could see all past rec and we just want them to see year end recs. Review collected by and hosted on G2.com.