FloQast
FloQastReviews from AWS customer
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Effortless Task Organization All in One Place
What do you like best about the product?
FloQast has been a very useful tool for organizing tasks and reconciliations in one place which helps us keeping track during accounting closes much easier.
What do you dislike about the product?
I think it would be helpful if FloQast can create trending analysis for a specific account and suggest some call-outs needing attention.
What problems is the product solving and how is that benefiting you?
FloQast serves as a centralized location for all tasks and reconciliations so we can easily track them down for collaborating and resolving accounting issues during closes.
A Reliable Tool That Brings Structure and Efficiency to the Close Process
What do you like best about the product?
The most helpful features have been the task tracking and reconciliation checklists, which keep our team organized and ensure nothing is missed.
What do you dislike about the product?
If there’s one area for improvement, it would be making the user interface a bit more intuitive when navigating between modules or reviewing completed tasks. At times, it can take a few extra clicks to get where you need to go.
What problems is the product solving and how is that benefiting you?
Our accounting team implemented FloQast earlier this year, and it has made a huge difference in our month-end close process. The platform has helped improve our organization, streamline reconciliations, and increase overall visibility into our close tasks. It’s been a great tool for keeping our team aligned and ensuring a smoother, more efficient close each month.
Quick Start
What do you like best about the product?
It seems pretty intuitive to get started using, and still more features to take advantage of. Easily track your monthly processes and easy to add users and to the checklist. Notifications are automatic.
What do you dislike about the product?
Would like to see more financial reporting tied to it.
What problems is the product solving and how is that benefiting you?
Keeping everyone accountable and on time.
Smooth Web UI Makes All the Difference
What do you like best about the product?
the web UI runs smoothly, easy to click things off, upload shareable documents
What do you dislike about the product?
not able to create links among files uploaded to FloQast
What problems is the product solving and how is that benefiting you?
checklist and quarter end closes tracking made easier.
Powerful Dashboards and Task Management for Smooth Month-End Close
What do you like best about the product?
I really value the dashboards and the ease with which I can organize checklists and tasks across different business functions. This tool has proven to be especially powerful for us during End of Month and End of Quarter close and reconciliation processes. I also appreciate the ability to integrate with our other business tools.
What do you dislike about the product?
One area where I wish FloQast could improve is in its reporting and data analysis features. I feel that we are not fully utilizing this aspect of the system, and I would appreciate having more guidance or resources on how to make the most of these functions.
What problems is the product solving and how is that benefiting you?
Having a centralized location for our financials allows our leaders to easily see where we stand at the end of each month, quarter, and year. This setup makes it possible for us to communicate effectively and quickly identify what is missing, especially since multiple business units are working and logging information into the system.
Accurate Deadlines and Automated Reminders Make FloQast Stand Out
What do you like best about the product?
These are a few things I like about FloQast:
- Checklist feature where the due dates are only based on working days, ensuring the due date to be more accurate.
- ReMind feature to automatically send out the request for reports / vendor estimates.
- Most of the features on Floqast portal is user friendly, and very easy to use and implement.
- Customer support was a great help, when there are ReMind issues throughout my usage.
- Checklist feature where the due dates are only based on working days, ensuring the due date to be more accurate.
- ReMind feature to automatically send out the request for reports / vendor estimates.
- Most of the features on Floqast portal is user friendly, and very easy to use and implement.
- Customer support was a great help, when there are ReMind issues throughout my usage.
What do you dislike about the product?
- Variance Analysis - allowing each individuals team member to create their own flux, creating multiple version of templates, and need to open each version to ensure I am using the correct one. It will be great if the creation of analysis is restricted to 1-2 admin
- Dashboard - as part of Sept-2025 close, these feature did not show up on my dashboard - reconciliation, notes, analytics, variance analysis. Only when I click on the email notification on variance analysis, then the feature pop-up. Not sure what happen, but it did not create a huge burden/issues for me due to email reminder.
- Dashboard - as part of Sept-2025 close, these feature did not show up on my dashboard - reconciliation, notes, analytics, variance analysis. Only when I click on the email notification on variance analysis, then the feature pop-up. Not sure what happen, but it did not create a huge burden/issues for me due to email reminder.
What problems is the product solving and how is that benefiting you?
It is keeping all team members accountable , since the system shows the pre-defined deadline on each task, and who is responsible to prepare / review. Also, ReMind feature completely get rid of the monthly repetitive task of having to send email to vendors / business on time.
FloQast Review
What do you like best about the product?
FloQast really helps me and my team stay organized during both the close and pre-close periods, which can often become quite hectic. Thanks to FloQast, we remain focused on our objectives and aligned with our monthly and quarterly goals. It was easy to implement into my monthly tasks, and customer support is there when I needed help. I use FloQast frequently and just recently learned about FloQast remind and looking forward to integrating it into my processes.
What do you dislike about the product?
When I first began using FloQast, there was a bit of a learning curve. However, I am now comfortable navigating the platform.
What problems is the product solving and how is that benefiting you?
FloQast is helping solve time management problems and also keeping myself and the team on track with our daily goals through busy times.
Effortless Task Tracking and Powerful Reconciliation Features
What do you like best about the product?
I appreciate being able to keep track of everything on a monthly basis - Completed and what task are delayed, Who is doing it. The reconciliation feature, along with the automatic reconciliation, is particularly useful for large data set. I also like how adaptable the platform is and how well it integrates with Google Docs.
What do you dislike about the product?
Sometimes it crashes and I loose all my data and have start the process from very beginning. I also don't like how after i check the completion if someone else touches my google doc, the complete checkmark would be automatically removed with notifying me and also it should lock in once the file is done.
What problems is the product solving and how is that benefiting you?
I often face tight deadlines at month end, with a large volume of data to reconcile before invoicing partners to guarantee accuracy. FloQast helps me stay on track and meet these deadlines, which is especially beneficial when it comes to my year-end review and performance appraisal. The reconciliation process ensures that all my data is accurate and complete before I send it to customers, significantly reducing the time I need to spend on these tasks.
Seamless Slack & Outlook Integration, But File Upload Limits Frustrate
What do you like best about the product?
A few of my favorite things is the integration to Slack and Outlook for daily close reminders, as well as the Dashboard showing overall close status for me as an individual (as well as my entire team).
What do you dislike about the product?
The file size upload limit can be a roadblock during close, sometimes after attempting to upload a file it won't be finalized due to the size.
What problems is the product solving and how is that benefiting you?
The application addresses the need for preparer and reviewer sign-offs, which is a crucial part of SOX compliance to ensure timely reviews. My reviewer can leave review notes on individual reconciliations, and I'll be notified through Slack.
user-friendly and efficient tool for managing financial close processes
What do you like best about the product?
user-friendly and efficient tool for managing financial close processes.
What do you dislike about the product?
Performance issues (slow, glitchy behavior)
Limited customization and automation gaps
Limited customization and automation gaps
What problems is the product solving and how is that benefiting you?
Improved Compliance and Audit Readiness-
FloQast maintains a complete audit trail and links documentation directly to SOX compliance modules, which is especially valuable for sensitive engagements and regulatory reviews.
FloQast maintains a complete audit trail and links documentation directly to SOX compliance modules, which is especially valuable for sensitive engagements and regulatory reviews.
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