FloQast
FloQastReviews from AWS customer
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Helpful Checklists and Alerts, but Task Search Needs Improvement
What do you like best about the product?
I appreciate the checklist features, which help staff keep up with their weekly and monthly tasks. I also find the alerts and notifications useful, as they inform me whenever something requires my attention or review.
What do you dislike about the product?
Searching for tasks can sometimes be cumbersome. While the reconciliation and auto rec features are useful, they can be challenging to use effectively when not everything matches up one-to-one.
What problems is the product solving and how is that benefiting you?
The checklist feature enables us to keep the annual audit process on track by assigning tasks to each responsible person. We have successfully used this feature to let two staff members oversee the tasks for five overlapping audits, which involve several departments and divisions.
Staff Accountant
What do you like best about the product?
Since we implemented FloQast for our close a few years ago, our average days to close has shortened because we are focusing on the things that matter and not wasting time with Excel WB as our white papers. We can easily navigate to any entity (and we have over 40) quickly and readily and get a succinct overview of where we are at. I like being able to customize our reconciliations and checklist items for each of the entities that I am responsible for. We use FloQast everyday, multiple times a day. It integrates seamlessly with our Accounting Software, Sage. I also appreciate the Variance Analysis as this feature allows us to report to our CFO and Financial Reporting Team quickly by downloading the results.
What do you dislike about the product?
FloQast did an update about six months ago, whereby when you are in the Folders View, the Checklist items area is really large but the Reconciliation Items (which is our most important thing), is very small and requires you to scroll.
What problems is the product solving and how is that benefiting you?
1. FloQast has solved the issue of manual reconciliations and checklist, which frees up valuable time. 2. FloQast integrates with our accounting Software, Sage, which allows for seamless data flow. 3. I can easily see which tasks are assigned to me, track their status, and collaborate with my team, all on one platform. 4. FloQast automates reconciliations which reduces the time I used to have to spend chasing down approvals.
Auto Reconciling and Amortization Shine, But Refresh Could Be Faster
What do you like best about the product?
I like the auto reconciling feature as well as the ability to put an amortization schedule right on FQ.
What do you dislike about the product?
I wish it wouldn't take as long to refresh the balances.
What problems is the product solving and how is that benefiting you?
It keeps our amortization of prepaid expenses and takes into account all of the rounding so we don't have to make small adjustments.
FloQast Brings Clarity and Organization to Our Close Process
What do you like best about the product?
FloQast has truly changed the way we manage our monthly and quarterly close processes. Everything is now far more organized and transparent. The checklist and reconciliation modules make it incredibly straightforward to track responsibilities, and I can monitor progress in real time. This visibility is excellent for identifying bottlenecks early, allowing us to stay on schedule and complete our close on time. I also appreciate how seamlessly it integrates with Oracle ERP Fusion and Dropbox, keeping all our backup files properly linked and accessible.
One of the features I value most is the To-Do List. It clearly shows what’s overdue, what’s due today, and what’s coming up, which really helps me set priorities and plan my day more effectively. FloQast Remind has also been a major benefit. In my previous role, I had to manually send out recurring month-end emails for accruals and updates, which was easy to overlook. Now, those reminders are sent automatically, saving me significant time and mental energy.
The Slack integration, while a small detail, is extremely useful. It notifies me whenever a task is overdue or completed and provides a concise morning summary of the day’s tasks. Although it seems like a minor feature, it genuinely helps me stay organized and focused. Overall, FloQast has made the entire process much smoother—there’s less stress, fewer delays, and much greater visibility for the whole team.
One of the features I value most is the To-Do List. It clearly shows what’s overdue, what’s due today, and what’s coming up, which really helps me set priorities and plan my day more effectively. FloQast Remind has also been a major benefit. In my previous role, I had to manually send out recurring month-end emails for accruals and updates, which was easy to overlook. Now, those reminders are sent automatically, saving me significant time and mental energy.
The Slack integration, while a small detail, is extremely useful. It notifies me whenever a task is overdue or completed and provides a concise morning summary of the day’s tasks. Although it seems like a minor feature, it genuinely helps me stay organized and focused. Overall, FloQast has made the entire process much smoother—there’s less stress, fewer delays, and much greater visibility for the whole team.
What do you dislike about the product?
Occasionally, syncing larger reconciliations can be time-consuming. After system upgrades, it may also be necessary to refresh connections. To help prevent accidental changes, I would appreciate it if completed tasks remained locked once their documentation is finalized.
What problems is the product solving and how is that benefiting you?
As I’ve mentioned before, FloQast has significantly improved our month-end and quarter-end processes. Everything is now much more organized and transparent. The checklist and reconciliation modules make it easy to see who is responsible for each task and to monitor progress in real time, which helps us identify bottlenecks early and avoid any last-minute surprises.
One feature I particularly appreciate is the To-Do List. It clearly displays what’s overdue, what’s due today, and what’s coming up, making it much easier for me to plan my workload. FloQast Remind has also been incredibly helpful, as it automates recurring emails for accruals and updates, so I no longer have to remember to send or follow up manually. The Slack integration is another great addition, providing quick notifications about overdue or completed tasks, along with a daily summary of upcoming items, which helps us stay on top of deadlines with ease.
In summary, FloQast has streamlined our workflows, saved us time, and given us better visibility, making the month-end close process less stressful and more predictable. It has truly made a difference for our team, and I would recommend it to any finance professional seeking to improve their closing process.
One feature I particularly appreciate is the To-Do List. It clearly displays what’s overdue, what’s due today, and what’s coming up, making it much easier for me to plan my workload. FloQast Remind has also been incredibly helpful, as it automates recurring emails for accruals and updates, so I no longer have to remember to send or follow up manually. The Slack integration is another great addition, providing quick notifications about overdue or completed tasks, along with a daily summary of upcoming items, which helps us stay on top of deadlines with ease.
In summary, FloQast has streamlined our workflows, saved us time, and given us better visibility, making the month-end close process less stressful and more predictable. It has truly made a difference for our team, and I would recommend it to any finance professional seeking to improve their closing process.
Great Progress Tracking, But Search Can Be Confusing with Multiple Assignments
What do you like best about the product?
Floqast offers a unique way to track progress. I like the documentation when a task is completed.
What do you dislike about the product?
Can be a bit confusing to search for what you are looking for on FloQast if working on multiple assignments
What problems is the product solving and how is that benefiting you?
Easy to track what tasks have to be completed and when. I like that it has a progress tracker and estimated time of completion for projects.
FloQast Streamlines Month-End Close
What do you like best about the product?
What I appreciate most about FloQast is how it simplifies reconciliation and task tracking, which helps save time and minimize mistakes. With FloQast Transform, we can create custom AI agents to automate processes such as reconciliations and journal entries without any coding required. This has made our month-end close more efficient and allows us to dedicate more attention to broader priorities.
What do you dislike about the product?
I don’t really dislike anything about FloQast, but some users say new features can take time to learn, integrations might need extra setup, and there can be occasional minor glitches.
What problems is the product solving and how is that benefiting you?
This tool is essential for me when it comes to managing manual reconciliation tasks and producing workbooks.
Intuitive and Streamlined Closings, with Room for More Flexibility
What do you like best about the product?
FloQast has proven to be highly intuitive and has significantly streamlined our month-end closing process. I appreciate how easy it is to upload documents to a folder and have them automatically linked and added as support, which is especially helpful when updates are required. Also, the reminders and the way tasks are organized among teams and individual team members have made it much clearer to track responsibilities and see who is handling each task.
What do you dislike about the product?
I think there could be a little more flexibility in the recurring items, but overall it has been very useful.
What problems is the product solving and how is that benefiting you?
The platform addresses the challenges of assigning, tracking, and uploading reconciliation reports, while also offering checklists for recurring tasks that we frequently use and continually refine.
User-Friendly Features Make for an Efficient Close
What do you like best about the product?
I'm a new user so haven't learned all of the functions yet but am already a fan. My favorites so far are the Request Agent because I can view all the responses in one place, the Reconciliations because I receive notifications if something goes out of balance, and the Checklist because it is easy to update.
What do you dislike about the product?
It is a tad frustrating that only assignees can sign-off on a checklist item but anyone can remove the sign-off. From an audit perspective, I understand the restriction but don't quite get why it doesn't apply both ways.
What problems is the product solving and how is that benefiting you?
It helps with collaboration, centralizing supportive documentation, and audit support.
Great Checklist Management, But Needs Faster Recons and Better Filtering
What do you like best about the product?
Close management through checklist
Reconciliation modules
Reconciliation modules
What do you dislike about the product?
--Refresh time on the underlying files for recons is slow
--Filtering on Flux assignments is limited. Same level and type of filtering on checklist items will be useful for Flux assignments
--Filtering on Flux assignments is limited. Same level and type of filtering on checklist items will be useful for Flux assignments
What problems is the product solving and how is that benefiting you?
The platform offers clear and efficient close management, making the process straightforward. Additionally, it simplifies reconciliation management, which enhances overall ease of use.
Great for Centralized Tracking, But Subsidiary Organization Needs Improvement
What do you like best about the product?
Centralized location for tracking close checklist, reconciliations, and variance analysis.
What do you dislike about the product?
Can be difficult to organize subsidiaries and roll-ups. I have difficulties accessing attached support documents. Difficult to make mass updates.
What problems is the product solving and how is that benefiting you?
Provides a centralized tracking mechanism for the accounting organization to track close status. The team has visibility into assigned tasks and progress.
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