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FloQast

Finance · floqast.com/

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Overview

FloQast is a cloud accounting workflow platform that helps corporate accounting and finance teams manage the month-end financial close, automate account reconciliations, and run compliance and controls programs. It sits on top of a company's ERP/general ledger rather than replacing it, linking checklists, tie-outs, and Excel workbooks to the source system. Recent releases add AI agents for reconciliations, journal entries, and variance analysis, with all outputs logged and requiring human approval.

The problem FloQast solves

Corporate accounting teams close the books every month using scattered spreadsheets, email threads, and manual tie-outs to the ERP, making it hard to track status, enforce controls, or prove work to auditors. FloQast centralizes the close into structured checklists and automated reconciliations linked to the general ledger, so teams get real-time visibility and an audit trail. It aims to shorten the close and reduce errors without forcing teams to abandon Excel or their existing ERP.

Decision context

Use these points to test whether the product fits your operation, not just whether it has a long feature list.

  • Published starting price: Custom pricing. Confirm user, usage, and feature limits for the plan you would actually buy.
  • Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
  • Verified integrations include Oracle NetSuite, Sage Intacct, QuickBooks, SAP, Oracle, Workday. Validate sync direction and plan limits for the connections that matter.
  • This record was last checked on 7/22/2026; pricing and features can change.

How to evaluate FloQast

A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.

Workflow fit

The record describes it as a fit for Mid-market and enterprise accounting teams standardizing a recurring month-end close, Controllers wanting to automate account reconciliations and tie-outs against an existing ERP, Finance orgs needing audit-ready workflows for SOX, compliance, and internal controls. Check that this context matches the volume, roles, and processes your team needs it to support.

Pilot questions

  • Can FloQast complete the critical workflow without manual work outside the product?
  • Do the recorded connections (Oracle NetSuite, Sage Intacct, QuickBooks, SAP) support the sync direction, permissions, and volume we need?
  • What user, usage, storage, support, or security limits appear after the headline starting price?

Evidence and freshness

This record was checked on 7/22/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.

Best for

  • Mid-market and enterprise accounting teams standardizing a recurring month-end close
  • Controllers wanting to automate account reconciliations and tie-outs against an existing ERP
  • Finance orgs needing audit-ready workflows for SOX, compliance, and internal controls

Not a fit if

  • Small businesses or freelancers needing a low-cost or free tool, given quote-based enterprise pricing
  • Teams looking for a general ledger, AP, or expense/invoicing system rather than a close overlay

Why it’s listed

  • Category leader in financial close management, trusted by 3,500+ companies including DoorDash, Chipotle, and Lululemon
  • Top-rated across G2, Capterra, and TrustRadius among close-management tools
  • ERP-agnostic overlay that automates close and reconciliations without replacing the general ledger

Pricing

Custom

Custom pricing

FloQast pricing is quote-only with no public price or free tier, packaged by product and scoped to team size and needs rather than per-seat.

  • Close Optimization: centralized close workflow and checklists
  • Close Automation: automated reconciliations, journal entries, and transaction matching (AutoRec)
  • Connected Compliance / Compliance Pro: risk, controls, and SOX 404b testing
  • FloQast Reporting: consolidation, intercompany reconciliation, and financial reporting
  • FloQast Transform: custom AI agents for accounting workflows
  • ERP integrations and implementation (priced separately)

Features

General ledger & accountingFloQast is a close-management overlay, not a general ledger; it integrates with GLs/ERPs like NetSuite and Sage Intacct rather than being one.
Accounts payable & bill payNo accounts payable functionality; AP is handled in the connected ERP or a dedicated AP tool.
AI featuresAI agents for reconciliations, journal entries, and variance analysis (AutoRec), with logged, human-approved outputs; ISO 42001 certified for AI governance.
Bank reconciliationAccount and transaction reconciliation is a core capability via AutoRec, matching data pulled from the ERP/GL.
Corporate cardsFloQast does not issue or manage corporate cards.
Expense managementNot an expense management product; focuses on the close and reconciliations.
Financial reportingFloQast Reporting handles consolidation, intercompany reconciliation, and flux/variance analysis, though reviewers note the flux module can be hard to customize.
Invoicing & billingNo invoicing or billing functionality; these live in the ERP or a billing system.
Multi-currencySupports multi-entity consolidation and intercompany reconciliation via FloQast Reporting; multi-currency depends on data from the connected ERP.
Public APIOffers prebuilt ERP and cloud-storage integrations and is ERP-agnostic, but a documented open public API is not prominently published.

Integrations

Oracle NetSuiteSage IntacctQuickBooksSAPOracleWorkdayMicrosoft Dynamics 365XeroYardiWorkivaSlackMicrosoft TeamsBoxDropboxGoogle DriveMicrosoft OneDriveMicrosoft SharePointEgnyte

Security & compliance

SOC 1SOC 2 Type IISOC 3ISO 27001ISO 27701ISO 42001Data Privacy Framework

Pros & cons

Pros

  • Intuitive, easy-to-learn interface with a relatively quick setup
  • Solid integrations with major ERPs like NetSuite and Sage Intacct
  • Strong close-task management, checklists, and email/reminder automation
  • Real-time visibility into close status and reconciliation progress

Cons

  • Expensive for smaller teams; annual contracts with renewal price increases
  • Flux/variance reporting module is criticized as hard to customize
  • Limited transaction-level detail pulled from some ERPs and slower data refresh
  • Support experience is inconsistent, with some reviewers reporting slow responses

What we found

4.6/5
137 reviews aggregatedLast checked 2026-07-22

Reviewers consistently praise FloQast for an intuitive interface, easy setup, strong ERP integrations, and real-time close visibility; it rates highly across G2 (4.6), Capterra (4.9), and TrustRadius (~9.3/10). Common criticisms are high cost for smaller teams, limited flexibility in the flux/reporting module, and inconsistent experiences with support responsiveness.

Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.

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