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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, 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.
Reviews (1415)
Mohammad-Khan
Automation has transformed complex reconciliations and saves hundreds of hours for our team
Reviewed on Nov 05, 2026
Review provided by PeerSpot
What is our primary use case?
The core use case for FloQast is to automate the matching between the GL balance and the external statement. In my role, we have complexity, with multiple entities, multiple accounts, and intercompany reconciliation. FloQast matching rules are powerful, and I am using them. We have gone from manual, line-by-line matching that took days to automated matching in hours in FloQast.
In manual cases, we had to match line by line item, whereas in FloQast, our ERP, NetSuite, is integrated, and the balance is matched with our statement, which gives a clear idea. Reviewers can also see where the differences are and how it is matching. If there are any differences, they can see what the line item was.
What is most valuable?
The best features FloQast offers include one reconciliation format, the audit trail and compliance, and, last but not least, time saving.
From a compliance perspective, FloQast gives you a complete audit trail from preparer action to reviewer action with date, and we feel confident our reconciliations are documented and defensible.
The time saving is the real benefit for our organization. We were spending probably 30% to 40% of our reconciliation team's time on manual matching. Manual matching was not only complex for the preparer, but it was the same pain for the reviewer as well, so FloQast cut that significantly. That freed us up to focus on investigating actual exceptions and complex items, not the busy work.
I estimate it is 30% to 40% of our time, which could be more than 500 hours.
What needs improvement?
FloQast is integrated with NetSuite, which is our ERP, but other applications, such as Workday, which we use for payroll reconciliation, are not integrated, and we are still manually exporting the data and mapping it with NetSuite. If they could be integrated, it would be a game-changer for FloQast.
One use case I would like to highlight is that in the earlier stages, when we were running the reconciliation with the large data set, there was occasionally some latency in the system. It was nothing crazy, and it got resolved later on.
For how long have I used the solution?
I have been using FloQast for the last two years for reconciliation across our multi-entity operation.
What do I think about the stability of the solution?
FloQast is stable.
What do I think about the scalability of the solution?
FloQast is quite strong in scalability because we are running as a global entity with more than 20 subsidiaries, so it is going fine, with no issues at all.
How are customer service and support?
The customer support in the earlier stage was quite good, which is why we have brought FloQast into that scalable format, and currently we don't have any issues.
I would rate the customer support a 10.
Which solution did I use previously and why did I switch?
Previously, we used only Excel, but that was again a manual process, and that is why we switched to FloQast.
What was our ROI?
The ROI is clear: time saving, accuracy, and compliance, whether it is audit compliance or SOX compliance. For a finance team managing complex, multi-entity reconciliation, it is worth the investment.
Which other solutions did I evaluate?
So far, FloQast has given a good ROI for our investment, and we are not looking for other applications.
What other advice do I have?
On a scale of 1 to 10, I would rate FloQast a nine.
I chose nine out of 10 because there is still a gap in integration with other ERPs. If it were integrated, I could give 10 out of 10.
My advice to others looking into using FloQast is that you should plan to invest some upfront time in the configuration, specifically if you have a complex reconciliation scenario, but once it is set up, it runs as a well-oiled machine.
Sergio C.
Easy to Integrate into Our Workflow
Reviewed on Nov 03, 2026
Review provided by G2
What do you like best about the product?
It’s easy to integrate the process into a workflow.
What do you dislike about the product?
There is no flexibility for very complex steps, for example, steps that involve encrypted data with custom keys.
What problems is the product solving and how is that benefiting you?
It quickly enabled our business process for an MVP.
reviewer2920479
Month-end reconciliations have gained accuracy and save time with real-time automated checklists
Reviewed on Oct 31, 2026
Review provided by PeerSpot
What is our primary use case?
My main use case for FloQast is mostly for the checklists and the reconciliations.
A specific example of how I use FloQast for reconciliations is that the checklist is used for the month-end to allocate the respective reviewer and the respective preparers for the journal.
What is most valuable?
The best features that FloQast offers are the reconciliation and the checklist.
What makes the reconciliation and checklist features valuable for me is that it takes the reconciliation and GL details automatically from NetSuite. I upload the bank statements and I'm able to reconcile.
FloQast has positively impacted my organization by providing accuracy.
Since using FloQast, I have noticed specific positive outcomes such as time reduction and collaboration.
FloQast is helping with improving accuracy and timely reports because it's in real-time, which I believe has saved my team considerable time and improved collaboration.
What needs improvement?
I am satisfied with how FloQast currently functions.
For how long have I used the solution?
I have been using FloQast for two years.
What do I think about the stability of the solution?
FloQast is stable.
How are customer service and support?
The customer support is very good.
On a scale of 1 to 10, I would rate the customer support a 10.
What was our ROI?
I have seen a return on investment with FloQast in terms of time saved.
What other advice do I have?
On a scale of 1 to 10, I would rate FloQast a nine.
I chose nine as my rating because I believe that's the optimistic rating I can give.
Regarding FloQast's AI capabilities, I think its governance and security are very secure.
I think the accuracy and reliability of FloQast's AI output are highly accurate.
FloQast is deployed in my organization as a public cloud.
The cloud provider I use is public cloud, Windows.
I would definitely recommend FloQast to my peers because it's very user-friendly, and I would tell anyone researching FloQast on PeerSpot that it delivers significant value through its user-friendly interface and reliable performance.
Will B.
Streamlines Month-End Close, Though Rollouts Can Be Buggy
Reviewed on Oct 30, 2026
Review provided by G2
What do you like best about the product?
I find it easy to reconcile balance sheet accounts in FloQast. It pulls live data from our ERP, and preparers and reviewers can sign off on reconciliations. I like that I can add checklist items or remove them and switch assignees easily. The checklist items provide proof of controls, which auditors love, and I can link support directly in FloQast. The variance analysis pulls in live GL data, shows which vendors and customers are driving changes between periods, and lets account owners prepare flux analysis when they sign off on reconciliations, instead of running reports out of our ERP. FloQast AI agents are easy to set up and help prepare some balance sheet reconciliations, cutting hours of manual work from our month-end close. FloQast also helped with implementing the agents. It integrates with Google Suite and Sage Intacct, and the initial setup was very easy.
What do you dislike about the product?
FloQast support doesn’t always have the answers I need right away, and things often have bugs when they’re rolled out. For example, after a refresh, variance analysis can pull incomplete data from the GL, so the numbers I’m trying to explain don’t make sense.
What problems is the product solving and how is that benefiting you?
FloQast makes it easy for me to reconcile balance sheet accounts using live data from Sage Intacct. Preparers can sign off when balances agree, and checklist items provide proof of controls, evidence review, and links to supporting documents for auditors.
Tayler D.
FloQast Keeps Accounting Organized and Reviews Easy
Reviewed on Oct 30, 2026
Review provided by G2
What do you like best about the product?
FloQast helps us keep our accounting tasks organized and makes them easy to review. I also like that it lets us set due dates, which helps ensure our team stays on track and on task.
What do you dislike about the product?
There isn’t much I dislike about FloQast; it really is amazing. If I had to call out one thing, it would be that we seem to run into bugs almost monthly. For example, we’ll sometimes get an error when we try to refresh a page.
What problems is the product solving and how is that benefiting you?
They help us keep our team on track with deadlines, and they continue to roll out new products that are genuinely helpful. For example, AI Transform has been extremely useful for us: after we lost a couple of team members, we were able to create AI agents that picked up some of those tasks and helped us keep things moving.
Anonymous
Centralized Task Tracking, Hindered by Login and Setup
Reviewed on Oct 30, 2026
Review provided by G2
What do you like best about the product?
I like that FloQast keeps tasks organized and notifies the team when things are completed. I can see all our monthly tasks in one portal, assign deadlines, and see other team members’ tasks.
What do you dislike about the product?
I can’t save my login details, and I sometimes run into issues logging in. I’d like a saved login feature or to stay signed in when I’m using the same computer. Initial setup was time-consuming and had a bit of a learning curve.
What problems is the product solving and how is that benefiting you?
I use FloQast to keep tasks organized and notify my team when things are completed.
Anonymous
Streamlined Reconciliations and Collaboration, but Reporting Falls Short
Reviewed on Oct 29, 2026
Review provided by G2
What do you like best about the product?
I like how FloQast makes reconciliation and the accounting process less manual. I can collaborate with other people on flux explanations at the same time, and we can sign off on tasks with evidence for audit purposes. I also like that the FloQast agent sends emails regularly, so I’m less likely to forget to send them and don’t have to send them manually. The NetSuite integration pulls numbers into FloQast, which saves me from entering them manually and helps avoid errors. I also like the Google Drive file syncing. Setup was pretty easy once I had single sign-on through Okta and the right access.
What do you dislike about the product?
I found FloQast Reporting’s AI variance analysis frustrating because it was so different from the variance analysis we use in FloQast Close Management. It only allows one person, or the same set of people, to prepare and review, but we want different people for different accounts, so it didn’t go well. Cost and budget are also a concern.
What problems is the product solving and how is that benefiting you?
I use FloQast to keep track of tasks that roll forward each quarter, so everyone knows what needs to be done and can sign off when it’s complete.
Anonymous
Automates Reconciliations and Journals, but Bank Imports Fall Short
Reviewed on Oct 29, 2026
Review provided by G2
What do you like best about the product?
I like that FloQast automates matching between NetSuite and bank accounts and makes reconciliations easy. The Journal Entry feature automatically creates journals and sends them for approval after I review them. For repetitive entries, I just set a rule instead of manually creating CSV files and uploading them to NetSuite. The initial setup wasn’t too much work, and I got lots of support from the team.
What do you dislike about the product?
I find that FloQast’s matching module doesn’t pull bank references for all my bank accounts from Cobase, so I have to manually upload CSV bank statements for some accounts. FloQast said this would have to be an enhancement request and couldn’t be fixed at this point.
What problems is the product solving and how is that benefiting you?
I use FloQast to automatically match NetSuite and bank accounts and make reconciliation easy.
Information Technology and Services
FloQast is a really good product!
Reviewed on Oct 29, 2026
Review provided by G2
What do you like best about the product?
Quick reconciliation that helps keep tasks in one place, for both your team and yourself.
What do you dislike about the product?
Sometimes it crashes, luckily the glitches are solved pretty quickly.
What problems is the product solving and how is that benefiting you?
Reconciliation, showing me due dates on tasks for my team.
Jessica P.
Intuitive, Fast Automation That Transforms Month-End Close
Reviewed on Oct 29, 2026
Review provided by G2
What do you like best about the product?
I love FloQast’s interface. It’s super intuitive, easy to use, and very modern. They keep enhancing it and adding features we ask for, and they’ve taken a lot of our feedback into account when developing new releases and functionality. I also appreciate that their support staff are CPAs and understand the day-to-day accounting problems and the pressure to get things done faster and use AI. FloQast makes our month-end close more automated, cuts down the time, and improves accuracy, efficiency, and communication across the team. AI matching helps us reconcile banks and post cash faster, and AI explanations speed up our month-end and quarter-end flux and variance analysis. I also like using AI agents to build and automate processes. FloQast integrates seamlessly with NetSuite and updates our ERP in real time, and the tool is fast. The implementation was the fastest and easiest software implementation we’ve ever done. They guided us through it, and we implemented all the modules within six months with a very small team. It was easy and quick, with no surprises, and it functioned as they told us it would. Initial setup was very easy too: we gave them our current checklist, answered a couple of questions, and had the month-end close checklist up and running within a few weeks.
What do you dislike about the product?
I’d like more AI features in the variance and flux explanations, including quarter-over-quarter and year-over-year comparisons, not just month over month. I’d also like AI matching for banking journal entries to handle intercompany advanced journal entries for complicated intercompany cash and bank transfers.
What problems is the product solving and how is that benefiting you?
FloQast makes our month-end close more automated, cuts down time, and improves accuracy, efficiency, and team communication. AI matching speeds up bank reconciliations and cash posting; AI explanations speed up month- and quarter-end flux and variance analysis, and AI agents help me build and automate processes. With the implementation of FQ we were able to save FTE and not backfill an open position.