Sold by: FloQast
Deployed on AWS
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, Okta, 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.
4.6
Overview
Intelligent Close Optimization Streamline the close with AI driven collaboration and actionable insights. Eliminate bottlenecks, boost efficiency and accuracy, and gain full visibility into progress, all while ensuring accounting standards and workflows stay consistent across every entity and location.
AI Powered Automation Reimagine your close process with intelligent automation and AI. Reduce reconciliation time, automate repeatable tasks, and leverage deep ERP integrations along with a comprehensive suite of AI enabled tools, unlocking end to end efficiency for both mid market and enterprise teams.
Connected Compliance & Controls Bring structure to your GRC ecosystem by embedding controls directly into your financial close workflow. Centralize control execution in real time, enhancing risk management and compliance efforts while simplifying internal audit collaboration. Streamline control monitoring, testing, and remediation, all within a unified platform.
Integrated Record to Report Intelligence Unify your record to report process on a single intelligent platform. Consolidate data seamlessly, draft financials more intuitively, automate variance analysis, and accelerate financial reporting. Gain granular accuracy, reduce post close adjustments, and significantly cut reporting cycles.
Highlights
- Standardizing workflows enhances collaboration, increases visibility and transparency, and leads to a 26% reduction in monthly close time and a 27% decrease in audit processing time.
- With less time spent on manual tasks and fewer FTEs required for reconciliations, fully automated end-to-end processes lead to a 37% reduction in reconciliation time.
- By accelerating reporting, reducing reliance on large tech stacks, and minimizing rework and adjustments, one can achieve a 35%+ reduction in reporting time and a 21% decrease in the number of systems required.
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Deployed on AWS
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Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Close Optimization | Starting cost, scoping required for final pricing | $22,000.00 |
Close Automation | Starting cost, scoping required for final pricing | $35,000.00 |
Connected Compliance | Starting cost, scoping required for final pricing | $30,000.00 |
Compliance Pro | Starting cost, scoping required for final pricing | $45,000.00 |
Dimensions summary
You buy this product under a contract, choosing from four independent packages rather than tiers you climb. Two packages target the financial close: Close Optimization standardizes and monitors close workflows, while Close Automation handles high-volume reconciliations and journal entries. Two packages target risk and audit: Connected Compliance manages controls and risk reporting, while Compliance Pro adds internal audit testing. Each package lists a starting cost, and final pricing requires scoping with the vendor to match your organization's scale. Pricing is not charged per user; it is sized to your needs.
Top-of-mind questions for buyers
Each package lists a starting cost as a baseline. Final pricing is sized to your organization's scale and needs, not per user. The vendor discusses your challenges and objectives during a demo, then recommends the right package and any add-ons before setting your final price.
Yes. The four packages bill independently, so each carries its own starting cost and scoping. You can combine close packages with compliance packages to cover both financial close and risk or audit work. Your total reflects each package you choose, sized during scoping with the vendor.
Connected Compliance covers control management, enterprise risk monitoring, and compliance reporting, including 404a SOX management. Compliance Pro adds internal audit testing, including 404b SOX testing, continuous risk sampling, and remediation management. Pro suits enterprises with a dedicated internal audit function. Each is priced separately and scoped to your scale.
www.floqast.com
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Refunds are not offered for this product. All fees are non-cancellable and non-refundable as set forth in the terms except as required by law.
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
FloQast supports clients in every step of their journey, partnering with customers to ensure they reach desired business outcomes from implementation and beyond. An overwhelming majority of frontline Customer Success employees are former accountants, ensuring our customers are positively impacted by true industry experts.
During implementation, customers experience a seamless, lightweight, and fast onboarding journey from the FloQast Professional Services team or our exclusive network of Partner Implementers. Customers also benefit from personalized Integration Support, ensuring all interconnected systems are configured accurately and securely.
After a successful launch, customers receive ongoing care from our Accounting Success Management team, whose focus is on understanding client-specific goals and equipping customers to adopt new and existing FloQast features to achieve those business outcomes.
If a customer runs into any technical hurdles, FloQast provides a dynamic and responsive technical support experience. We have certified Product Support Specialists across the globe, making it effortless for our customers to get the support they need, whenever they need it.
FloQast also equips clients with on-demand resources through FloQademy, an online learning portal designed to empower Finance and Accounting teams to onboard, engage, and expand their knowledge of product solutions. Courses are eligible for Continuing Professional Education (CPE) and Continuing Professional Development (CPD) credits, ensuring that FloQast is supporting customers both within the product and in their professional endeavors as we seek to elevate the accounting profession. Support email: support@floqast.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Updated weekly
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25
In Financial Services, Collaboration & Productivity
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50
In Cloud Financial Management
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25
In Financial Services, ML Solutions
Sentiment is AI generated from actual customer reviews on AWS and G2
Functionality
Ease of use
Customer service
Cost effectiveness
Positive reviews
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AI generated from product descriptions
AI-Driven Close Process Automation
Intelligent automation and AI capabilities to reduce reconciliation time, automate repeatable tasks, and streamline the accounting close process with deep ERP integrations.
Workflow Standardization and Visibility
Standardized workflows across entities and locations with real-time progress visibility, collaboration tools, and actionable insights to eliminate bottlenecks and ensure consistent accounting standards.
Integrated Compliance and Controls Management
Embedded controls directly into financial close workflow with centralized real-time control execution, monitoring, testing, and remediation capabilities within a unified platform.
Record to Report Consolidation
Unified platform for record to report processes including seamless data consolidation, automated variance analysis, and financial reporting acceleration with granular accuracy.
Multi-Entity Close Management
Centralized close management capabilities supporting multiple entities and locations with standardized processes, enhanced collaboration, and comprehensive visibility across the organization.
Accrual Calculation Automation
Automatically executes straight-line, historical average, and percentage-of-completion calculations based on data ingested from P2P or ERP systems to generate accrual estimates.
Vendor and Internal Confirmation Management
Schedules automated confirmations to vendors and internal PO owners, sends auto-reminder emails, and tracks responses in a centralized tool.
Access Control and Segregation of Duties
Implements role-based access controls with configurable user roles such as reviewer and preparer to limit visibility of financial information and dictate permissible user actions.
Audit Trail and Compliance Tracking
Automatically captures confirmation responses, timestamps, edit history, reviewer comments, and all accrual support documentation to maintain comprehensive audit trails and validate accrual accuracy.
ERP and P2P System Integration
Integrates with cloud-based ERP, P2P, and budgeting tools to automatically ingest invoice details, PO information, and chart-of-accounts data into a centralized accrual platform.
AI-Driven Forecasting
Native AI-driven forecasting capability built into the platform that enables creation of accurate, transparent, and scalable forecasts with seamless integration into enterprise planning processes.
Real-Time Cloud-Based Planning Environment
Unified real-time, cloud-based environment that enables dynamic and collaborative planning across finance, sales, supply chain, marketing, human resources, and operations.
Flexible Financial Modeling
Flexible modeling capabilities that automate, structure, and connect financial and operational solutions including FP&A and operational expenditure planning.
Cross-Functional Collaboration Framework
Connected planning platform that enables real-time collaboration across departments, functions, suppliers, and customers through supply, demand, and sales and operations planning solutions.
Multi-Domain Planning Solutions
Integrated planning solutions spanning sales planning, sales incentives, pipeline and revenue forecasting, budget allocation, spend visibility, trade promotion management, workforce planning, and compensation modeling.
Standard contract
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Customer reviews
reviewer2906016
Streamlines our month-end close and reconciliations but has needed clearer document workflows
Reviewed on Oct 01, 2026
Review from a verified AWS customer
What is our primary use case?
My main use case for FloQast is to streamline my close checklist and reconcile all the balance sheet accounts.
I use FloQast to streamline my close checklist and reconciling accounts. It contains all the listings of my month-end close tasks and the team's month-end close tasks, organized by days to show which tasks are to be performed on each day. It keeps us honest and reminds us from time to time what tasks are due on what day. It is useful for the whole team in that if there are any dependencies in close, we can add that on FloQast and it will remind the person the dependency is on to make sure that the second person's deadline is not delayed because of another dependency.
For month-end close reconciliations, it is beneficial to have it connected with the ERP system, whether it be NetSuite or QuickBooks. It pulls the data directly and provides me with any variance in my reconciliation right on one sheet where I can review all the reconciliations together.
How has it helped my organization?
FloQast has impacted my organization positively by making it easier. It has been easier to assign tasks to people and hold them accountable. Having a clean checklist makes people more efficient and there is clear segregation of duties. My month-end close has been smoother and faster since we started using FloQast.
The month-end close came down from seven to five days since we implemented FloQast and everybody started using it.
What is most valuable?
I think FloQast has a very user-friendly interface. It has increased the productivity for the team.
The best features FloQast offers is the reconciliation option and having the data straight from the ERP. Having the balance sheet balances straight from the ERP into the system is very helpful.
I have used FloQast with QuickBooks and NetSuite, and it has made it easier for me to reconcile the accounts.
What needs improvement?
FloQast can be improved regarding the data from reconciliation itself. It takes a minute or some time to pull the data from the reconciliation using the hashtag, and that can be improved. I feel that moving documents from one folder to the next month's folder is slightly confusing if somebody added a document in the existing folder. Carrying forward the documents can be confusing or time-consuming in certain cases.
Regarding FloQast's AI capabilities, I have used the AI reconciliations, and it is good. I think it can be improved and can be much better. It sometimes has issues reconciling very complex transactions where multiple payments went out in multiple tranches, for example, payroll. It sometimes has difficulty reconciling the payroll transactions with the bank transactions. However, I think it is a good start, and they have a long way to go.
For how long have I used the solution?
I have been using FloQast for two years.
What other advice do I have?
I chose a rating of seven out of ten because FloQast is a pretty good system. There are some things that can make it a nine or ten.
Regarding FloQast's AI capabilities, I think it is a pretty secure system. I am not sure if there have been any leaks, but assuming there have not been, I do not have any concerns.
My advice to others looking into using FloQast is that it is a pretty good system to streamline your month-end checklist and close, but it is not a magic system that will just change the way people work. It is a good tool to assign tasks to people. People are still doing the same work, just more organized. There are some AI tools that can help you with the reconciliation of cash or some journal entries, but it is not going to change a lot of your work that you are doing day-to-day. It is mainly for organizing your work, creating checklists for you, pulling all the reconciliations on one page, and you can review everything together instead of going into different folders. It is more of an organizational tool than anything else.
Shradha Krishnamurthy
Checklist and reconciliations have improved deadline control and support accurate finance work
Reviewed on Sep 30, 2026
Review from a verified AWS customer
What is our primary use case?
My main use case for FloQast is the reconciliation and the checklist, primarily for the GL activities for finance and accounting.
I use FloQast for cash reconciliation where it automatically imports data from NetSuite and then I upload the bank statements in a particular format. With that, I am able to use it for reconciliation purposes.
What is most valuable?
The best features FloQast offers are the checklist and the reconciliation.
What stands out the most for me about the checklist feature is that I can use it before the due dates, which allows me to maintain the accuracy of the deadlines and prioritize tasks.
FloQast has created a great solution to help me meet the deadlines so that we don't miss the priorities.
I am able to maintain the checklist on time, though it is not based on figures.
What needs improvement?
FloQast is really good, so there are no improvements that I personally feel are necessary.
It would be helpful if I could receive an email or something as a reminder for the dues that have passed the dates.
For how long have I used the solution?
I have been using FloQast for one year.
What other advice do I have?
I think we can speed up and I am satisfied with the product.
Regarding FloQast's AI capabilities, I believe it is confidential and maintains privacy effectively.
Regarding FloQast's AI capabilities, I find it to be definitely accurate and reliable. We are able to use it accurately for the checklist and the reconciliations.
We use FloQast for our finance purposes. I am not sure about other teams.
I know that we use Amazon as the cloud provider for FloQast.
I would definitely suggest using FloQast because it is really helpful and user-friendly, which is the main highlight.
I rate FloQast a nine out of ten.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Skrishnamurthy Shreda
Timely checklists and reconciliations have improved how my team tracks close tasks and due dates
Reviewed on Sep 27, 2026
Review from a verified AWS customer
What is our primary use case?
My main use case for FloQast is cash reconciliation, month-close, and the checklist.
I use FloQast for cash reconciliation and month-end close by automatically pulling GL details from NetSuite, and I upload the bank statements manually. I then tally or reconcile between the bank statements and NetSuite, which are the books, and this flows through FloQast's reconciliation tool.
I use FloQast day-to-day for the checklist, journal entries, and for reviewing.
FloQast is deployed only for the respective team. Currently, we are using it only for finance for the book-close.
How has it helped my organization?
FloQast has impacted my organization positively by providing a timely checklist and helping to understand if everything is completed on time and with accuracy.
Since using FloQast, it has helped to maintain due dates on time or before time, so the checklists were really helpful to prioritize tasks.
What is most valuable?
The best features FloQast offers are the checklist, the due dates, and the reconciliation, which have been very helpful.
The checklist and due dates help me and my team understand what things are falling on the particular due date and if anything is overdue. We can attach journals or supporting documents and then download and review them.
I am satisfied with the features FloQast offers.
What needs improvement?
I think everything is fine regarding how FloQast can be improved.
Not many improvements are needed, but if you could add a reminder to the email ID that would help. If a due date is overdue, then we are notified through email, so it might be helpful.
FloQast is really good, and I am satisfied.
For how long have I used the solution?
I have been using FloQast for one and a half years.
What do I think about the stability of the solution?
FloQast is definitely stable.
What do I think about the scalability of the solution?
FloQast's scalability is good.
How are customer service and support?
The customer support for FloQast is user-friendly.
Which solution did I use previously and why did I switch?
We have been using FloQast and currently are using Numeric. I did not previously use a different solution before FloQast.
What was our ROI?
I don't think I have seen a return on investment from using FloQast or I'm not sure about my peers because I have used it mainly for close-related tasks.
What's my experience with pricing, setup cost, and licensing?
My colleagues are aware of whether we purchased FloQast through the AWS Marketplace, but I am not aware of this.
I have used FloQast only for reconciliation and the checklist regarding my experience with pricing, setup cost, and licensing.
Which other solutions did I evaluate?
Those questions were related to management, and they were the ones who decided, so I did not evaluate other options before choosing FloQast.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Jusitn Jusitn
Month-end close has become faster and team now focuses on higher-value reconciliation work
Reviewed on Sep 09, 2026
Review provided by PeerSpot
What is our primary use case?
My main use case for FloQast is month-end close.
During the month-end close process with FloQast, I am reconciling accounts, maintaining a checklist for my team, monitoring the real-time status of month-end close, and linking it to our support.
How has it helped my organization?
FloQast has positively impacted our organization by decreasing our month-end close time from 10 days to five days.
The reduction in close time has affected my team and the organization overall by making things a lot more clear and streamlined. Our preparer can log in at the beginning of the day, see what is on their to-do list, what is high priority, and at the higher level, it allows us to focus on our value-add tasks and not focus so much on the rudimentary administrative month-end close task of compiling checklists and compiling support, as FloQast more or less automates all that for us.
What is most valuable?
The best features FloQast offers include the ability to tie back to the actual support via custom mapping fields, which is really helpful because it helps the reviewer drill down into what the source numbers are if there is any sort of variance during the reconciliation process.
The custom mapping feature makes my workflow easier and more efficient because, as a preparer, it streams directly to FloQast via a custom mapping field, and for the reviewer, it is easy to drill down and see where the preparer got the number from, so there is no confusion.
What needs improvement?
FloQast could be improved with more robust automations, meaning if a reviewer marks it reviewed in the support, that could be reflected in FloQast as well, and vice versa.
For how long have I used the solution?
I have been using FloQast for three years.
What do I think about the stability of the solution?
FloQast is stable.
What do I think about the scalability of the solution?
FloQast's scalability is widely scalable; there is no upper ceiling, as it is based on how many GL accounts you have, so any company can use this, and you just plug and play.
How are customer service and support?
The customer support for FloQast is great.
Which solution did I use previously and why did I switch?
Previously, I used Notion before FloQast, but Notion was very manual, and FloQast is an upgraded version of that and is obviously more designed for accounting and finance folks.
What was our ROI?
I have seen a return on investment with FloQast, as it reduced our month-end close from 10 to five days, which obviously is a huge win that gives us value-added time back.
What's my experience with pricing, setup cost, and licensing?
I was not present during the pricing, setup cost, and licensing process, but I have not heard any complaints from upper management during or before when this happened.
Which other solutions did I evaluate?
Before choosing FloQast, I did not evaluate other options.
What other advice do I have?
My advice to others looking into using FloQast is to definitely take your time to go through the training documentation and onboarding to understand how the software works. I would rate this product an 8 out of 10.
Sebastian P.
Streamlined Close Management, Limited CRM Integration
Reviewed on Sep 02, 2026
Review provided by G2
What do you like best about the product?
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.
What do you dislike about the product?
FloQast lacks built-in templates tailored for small-business tax-filing workflows. During our busy quarterly tax cycle, we cannot auto-populate tax-specific task lists for our client engagements. It also offers no native connection to our CRM, so client contact details cannot flow over automatically. Since our firm has no dedicated IT staff, building custom connectors is out of reach. We must manually input records, which introduces human error risk while we work against strict regulatory deadlines for audit packages and monthly tax submissions.
What problems is the product solving and how is that benefiting you?
I use FloQast to streamline our month-end close, centralize tasks, and organize audit-ready documentation. It eliminates messy spreadsheets and flags overdue tasks. However, it doesn't sync with our CRM, so we manually re-key client info since we lack IT staff.
Recommendations to others considering the product:
To enhance FloQast's utility for small businesses, consider developing built-in templates for tax-filing workflows and establishing native CRM integrations. This would streamline processes and reduce manual data entry, minimizing human error and improving efficiency during critical tax cycles.