FloQast
FloQastReviews from AWS customer
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Streamlined Close Process with Seamless Integration and Top Support
What do you like best about the product?
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.
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 the product?
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 the product 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.
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.
Perfect Fit for Accounting and Finance Teams
What do you like best about the product?
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 the product?
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 the product 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.
Effortless Month-End Close and Automation
What do you like best about the product?
It streamlines and automates the month-end close process, reduces manual tasks, and helps teams stay on track with deadlines.
What do you dislike about the product?
I have a few minor complaints, such as the slow refresh rates and occasional connectivity problems with cloud storage providers.
What problems is the product solving and how is that benefiting you?
FloQast unifies accounting operations onto a single platform, eliminating the need for separate Excel spreadsheets and manual trackers. This centralizes all documentation and tasks, making the process more efficient and organized.
Best for Large Teams, Less Value for Smaller Ones
What do you like best about the product?
Helps manage multiple streams of work if you have employees based in a number of locations.
What do you dislike about the product?
Month end needs to be reasonably complex with a large team to get enough value out of the product
What problems is the product solving and how is that benefiting you?
Helps co-ordinate month end close for larger finance teams
Intuitive interface and streamlining the close process
What do you like best about the product?
FloQast has proven to be an efficient tool for organizing and managing period-end tasks and reconciliations. I like how it keeps everything organized and clean, making it easy for accounting professionals to collaborate, track progress, and ensure accuracy. FloQast provides visibility into the close process and reduces manual effort. The user interface is also easy to navigate with a clean UI/UX design that avoids unnecessary features, making it straightforward to use. Another aspect I find beneficial is its audit trail capability, which enhances compliance and documentation. Overall, these features enable me to manage my workload more effectively and enhance team productivity.
What do you dislike about the product?
N/A
What problems is the product solving and how is that benefiting you?
I use FloQast to efficiently track deadlines for period-end tasks and reconciliations, keep things organized and clean, and maintain audit trails.
Effortless Organization and Team Transparency with FloQast
What do you like best about the product?
I love how FloQast keeps me organized. It allows me to also be very transparent about where I am on my tasks with my team. It is so easy to use and sends reminders as well.
What do you dislike about the product?
Linking documents can sometimes get tricky.
What problems is the product solving and how is that benefiting you?
FloQast is working as a close checklist, which is so efficient. It helps me keep track of all of my tasks.
FloQast Automates Reconciliations and Saves Time
What do you like best about the product?
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 the product?
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 the product 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
FloQast Review
What do you like best about the product?
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 the product?
I wish there was a way to attach the same file under two different items for the Checklist items.
What problems is the product 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.
Keeps Us Organized with Real-Time Task Visibility
What do you like best about the product?
FloQast helps the team stay organized and gives real time visibility into the status of tasks and journal entries. It also helps with version control of documents and allows documentation of manager review and sign off.
What do you dislike about the product?
There were some recent updates to the tool that threw me off a bit when I was trying to navigate.
What problems is the product solving and how is that benefiting you?
FloQast is helping accounting and financial reporting teams streamline their processes. It's very useful especially for teams that are remote to stay on the same page.
Floqast Simplifies Month-End Close with Intuitive Tracking and Filters
What do you like best about the product?
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 the product?
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 the product 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.
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