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FloQast
Reducing time to Close by 33% for their customers– FloQast enhances the way accounting teams work, enabling customers to streamline and manage the Financial Close, Finance, and Accounting Operations and Compliance Programs. With FloQast, teams can utilize the latest advancements in AI technology to manage every aspect of the month-end Close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration throughout the financial function. Integrates with Costpoint, Maconomy & Vantagepoint via an SFTP integration.
FloQast Close
FloQast™ Close provides a single place for your team to manage month-end Close tasks, enhance accountability, improve accuracy, and collaborate effectively from anywhere. With integrated sign-offs, automated trial balance tie-outs, and alerts if balances change, your team can ensure reporting is accurate and complete the first time. Improve transparency and collaboration by letting your team instantly view the status of all tasks, see notes, and easily communicate from wherever they are working. FloQast customers report an average 40% reduction in Close time, giving your team time to focus on more strategic projects by improving team coordination and automating workflows.
Capabilities
At-a-Glance Updates
Track status updates and outstanding items with easy-to-use dashboards.
Collaborative Close Checklist
Streamline processes with task assignments, file attachments, sign-offs, and review notes.
Reconciliations Always Tied-Out
Enhance reconciliations with purpose-built integrations and automation capabilities.
FloQast Compliance Management
FloQast™ Compliance Management reduces financial compliance complexity by streamlining financial controls together with the Close for always-on audit-ready compliance. Reduce complexity by embedding continuous control execution capture into critical business processes like the financial close for clear visibility into control ownership and execution. Push controls accountability where it belongs – with business process owners – while increasing visibility into testing status and control effectiveness. Reduce your audit burden with centralized audit evidence and testing, automating your PBC processes for better transparency, collaboration, and assurance.
Capabilities
Synchronized Compliance Program Files
Automatically synchronize descriptions in risk control matrices to process narratives and flowcharts.
Embedded Controls
Automate control evidence capture by linking checklist items and reconciliations to controls.
Testing and Remediation Management
Perform internal audit testing, issue tracking, and remediation steps in one solution.
FloQast Ops
FloQast™ Ops is a workflow manager that extends the power of FloQast Close, providing greater control over accounting operations and optimizing workflows across every function. Drive centralized visibility by leveraging a centralized Accounting Ops Dashboard to manage by exception, balance workloads, and reduce stress related to missed deadlines and business disruptions. FloQast Ops allows your team to collaborate on tasks and share information seamlessly with colleagues and stakeholders on a single platform.
Capabilities
Centralized Operations
See the status of all accounting operations, from accounts payable to SEC reporting and more.
Capture Best Practices
Generate best practice checklists based on industry, company size, and more.
Audit Evidence Captured
See time-stamped sign-offs, review notes, and supporting documents all in one place.
Demo
FloQast Demo in Detail
FloQast’s Co-Founder & CEO, Mike Whitmire, demonstrates the industry-leading finance and accounting workflow automation solution, showing how organizations can achieve greater speed, accuracy, and audit readiness in their financial operations.
Support Materials
FloQast All Products Data Sheet
This data sheet will go over how FloQast enables Finance and Accounting teams through automation.
FloQast’s Month-End Close Checklist
Streamline your existing close process with our pre-defined Microsoft Excel Template.
Controller’s Guidebook, Volume 4
When Accountants Dare To Dream: The Talent Crisis And Constant Pressure.
FloQast Demo in Detail
Co-Founder & CEO, Mike Whitmire, shows the industry-leading finance & accounting workflow automation solution.
FloQast Customer Report Card
Learn about how FloQast drives time savings, visibility, and value to their customers early on.