FloQast
FloQastReviews from AWS customer
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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.
Great Task Reminders, But Filters Need Improvement
What do you like best about the product?
It help us to remind us what are the task assign to me
What do you dislike about the product?
Filters used in the app are bit confusing
What problems is the product solving and how is that benefiting you?
Floqast is able to solve many problem like timely closing of tasks. Let manager know about their review task.
It is benefiting me in closing my activities in time and sending email for reminders
It is benefiting me in closing my activities in time and sending email for reminders
Intuitive and User-Friendly, But Needs More Automation and NetSuite Integration
What do you like best about the product?
I appreciate how intuitive and easy to use FloQast is. Its design and user interface create a seamless experience, making it much easier to get started without a steep learning curve.
What do you dislike about the product?
I wish FloQast offered more automation features and provided a stronger integration with NetSuite, especially to assist with variance analysis. Enhancing these aspects would make the platform even more effective for my needs.
What problems is the product solving and how is that benefiting you?
FloQast streamlines the financial close process (reconciliation, task checklists, approval/review process, variance analysis) by bringing together financial close checklists and related documents in a single location. This centralization has made our month-end process much more organized.
User-Friendly, Feature-Rich, and Organized—Minor Lag with Heavy Use
What do you like best about the product?
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 the product?
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 the product 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.
User-Friendly UI and Teams Integration, but SharePoint Setup Needs Clarity
What do you like best about the product?
User Friendly UI, Notification integration into Teams, workflow platform
What do you dislike about the product?
Working through implementation on a large scale, Sharepoint integration for shared folders has caused confusion (internal KKR teams need to establish "Rules of the Road" prior to implementation, still working through internal processes, owners and controls. Working on keeping FQ up-to-date realtime with our Investran system. Buy-in from the internal tech teams is definitely required.
What problems is the product solving and how is that benefiting you?
Workflows, pass-offs. We have a large team that is very inter-dependent. Centralizing everyone in FQ has been hugely helpful.
Seamless Automation and Organization, Though Support Could Improve
What do you like best about the product?
The best that it connects to your systems and updates the files automatically, giving you tasks, AI integration and a way to organize everything you need to do, making it a frequent tool to work and easy to use.
What do you dislike about the product?
The customer support might be complicated to understand and might not that easy to implement.
What problems is the product solving and how is that benefiting you?
To organize tasks and wrap up reports
Keeps Our Small Team Organized and On Track
What do you like best about the product?
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 the product?
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 the product 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.
Reliable tool for managing reconciliations and month-end close efficiently
What do you like best about the product?
FloQast has made our reconciliation and month-end close process much more structured and transparent.
What do you dislike about the product?
I’d like to see even deeper automation in matching and reporting in future updates.
What problems is the product solving and how is that benefiting you?
As a finance professional, I particularly appreciate how it helps keep track of deliverables, ownership and deadlines across the team. The task checklist and automated reminders reduce follow-ups and the centralized dashboard gives a clear view of what’s pending or completed. In addition to this it helps in following ways.
Great visibility into task status and ownership
Simplifies reconciliations and close checklists
Strong audit and documentation features
Great visibility into task status and ownership
Simplifies reconciliations and close checklists
Strong audit and documentation features
User-Friendly with Helpful Resources, but Module Navigation Can Be Tricky
What do you like best about the product?
Ease of use, resources to help use, helpful support
What do you dislike about the product?
Sometimes difficult to find module you are looking for
What problems is the product solving and how is that benefiting you?
It's our end all be all for status of reconciliations and it saves time in close.
Great Accounting Tool! Awaiting Jenzabar Integration
What do you like best about the product?
I love how it syncs so easily with other programs like Excel and Quickbooks.
What do you dislike about the product?
That it does not integrate with Jenzabar at the moment. I heard it is in the works. Would love to test it.
What problems is the product solving and how is that benefiting you?
Solving the manual entering of data via the syncing process.
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