FloQast Reviews & Insights

Score8.8 out of 10

259 Reviews and Ratings

Overview

Synthesised from 22 reviews | Last Published May 27, 2026

FloQast is primarily used by finance teams to streamline month-end close processes and manage account reconciliations, often replacing manual systems. In TrustRadius reviews, users highlight its ability to easily connect Excel reconciliations to general ledger balances, a benefit cited by 59% of reviewers, and its robust checklist features for task tracking. It typically integrates with ERP systems like NetSuite to provide real-time data synchronization and visibility.

Reviewers also value its contribution to audit readiness by centralizing documentation and its positive impact on efficiency and standardization. However, some users report needing improvements in the user interface and navigation, a concern for 32% of reviewers, as well as the granularity and speed of its automation and AI features. Performance and syncing issues are occasionally noted. Overall, reviewers find FloQast effective for core close management, despite areas for functional refinement.

Pros

Streamlines month-end close tracking and progress updates
Facilitates easy connection of Excel reconciliations to general ledger balances
Offers robust checklist features for organizing and tracking close tasks
Integrates seamlessly with various ERP systems for real-time data
Provides intuitive dashboards for visibility into close progress

Cons

User interface and navigation require improvement, particularly dashboards and filtering
Automation and AI functionality often lack necessary granularity or speed
Task management features need enhancement for bulk updates and due date modifications
Limited integration and cross-company functionality for intercompany transactions
Occasional performance and syncing issues, including slow re-syncing

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FloQast Reviews

155 Reviews

FloQast - great tools to enhance accountability and productivity

Rating: 9 out of 10

Incentivized

April 16, 2026

Use Cases and Deployment Scope

I use FloQast for month-end close process tracking and completing reconciliations on a monthly basis. This keeps the team on track and increases accountability during the month-end close process. We use these tools on a monthly basis and they greatly outweigh the benefits of an excel tracker or something similar.

Pros

tracking month-end close items
tracking reconciliations
keeping the team accountable during close and post-close

Cons

the navigation of the site can be improved
simplified dashboards
easier filtering across the team

Likelihood to Recommend

I would recommend FloQast to a colleague who is seeking to enhance productivity and accountability during month-end close and post month-end close. For example, I can quickly see if there are any incomplete reconciliations across the team which need to be addressed by a deadline. During month-end close, I can quickly filter by employee or task and have a real-time view of where the team is at in the close process.

Verified User

Manager in Finance and Accounting (1001-5000 employees)

Vetted Review

3 years of experience

FloQast Close and Compliance

Rating: 8 out of 10

Incentivized

March 10, 2026

Use Cases and Deployment Scope

We use FloQast for monthly and quarterly close and the compliance module for SOX.

Pros

It’s fairly intuitive
centralized repository of files that can be shared internally and externally
integration with ERP and file sharing

Cons

we are finding it hard to adopt
customer support/success is sparse
the remind feature could use AI for assistance

Likelihood to Recommend

Good for companies that are competent with software and thus have a high likelihood of adoption. Can be used for close process and/or compliance for SOX. It is a great tool when used consistently. If user adoption isn’t high/strong it’s difficult to rely solely on the tool.

Verified User

Director in Finance and Accounting (51-200 employees)

Vetted Review

1 year of experience

FloQast An Essential Month-End Close Tool

Rating: 8 out of 10

Incentivized

November 3, 2025

Use Cases and Deployment Scope

In our organization, FloQast has and will continue to be used as a tool that solves a lot of problems other organizations face when dealing with month-end close:

Disorganized month-end close process
Lack of visibility and collaboration
Audit readiness and compliance
Manual and repetitive tasks

With FloQast, a lot of these inefficiencies are solved in an organized manner. This ensures a streamlined process on a monthly basis and avoids any confusion or chaos when time is of the essence.

Pros

Close management
Reconciliation management
Compliance management
Accounting operations

Cons

Edit access to comments once posted on FloQast as a preparer
Reconciliations go out of balance and back to being balanced randomly
Customizable dashboard to rearrange tiles and what is displayed on the homepage

Likelihood to Recommend

FloQast tackles all things month-end close related. It is nice having a platform that centralizes and organizes all of the monthly tasks and quickly displays what is open still when everything is priority. In our organization, it helps us stay organized and compliant as we navigate through our tasks every month. We can spend more time completing the necessary work monthly rather than trying to find the status of each task.

Verified User

Employee in Finance and Accounting (1001-5000 employees)

Vetted Review

4 years of experience

FloQast review

Rating: 8 out of 10

Incentivized

August 27, 2025

Use Cases and Deployment Scope

I use FloQast for the Month / Quarter / Annual close process. The business problems that it addresses is giving leadership the ability to see what stage the close is at for multiple teams. We have about 5 tasks for our team that need to be communicated to other teams to begin their process.

Pros

Preparer and reviewer tracking
carrying forward past tasks to current period
Useful filters to see team and broader close timelines

Cons

The ability to add a note on the item so leadership knows why its not ready yet "Waiting for xx report from finance"
Dynamic reminders to close out completed tasks
ability to request date changes from the sub user view

Likelihood to Recommend

This really helps the preparer show how quick they did their part and if the item gets delayed at the reviewer stage.

Verified User

Administrator in Finance and Accounting (1001-5000 employees)

Vetted Review

1 year of experience

FloQast for Close Management

Rating: 10 out of 10

Incentivized

August 26, 2025

Use Cases and Deployment Scope

Close management and audit checklist for the accounting and FP&A organization. Looking for more automation, accuracy and efficiency in recurring processes, allowing for more time for thoughtful analysis vs data preparation and transformation.

Pros

Syncing with the ERP
User friendly experience
Reporting and alerts

Cons

Project functionality and reporting, matching close process
Ability to align flux analysis with our reporting process (functional level vs GL level)

Likelihood to Recommend

For the price it has added tremendous value and is easy to train when we get a new team member. Appreciate it is built by and for accountants.

Verified User

Director in Finance and Accounting (1001-5000 employees)

Vetted Review

2 years of experience

We love FloQast.

Rating: 10 out of 10

Incentivized

August 20, 2025

Use Cases and Deployment Scope

We use FloQast as our audit software. We have several business units around the world, which adds to our control testing complexity. FloQast enables us to tailor our audit programs to our needs and restrict access to only those users who require it for specific programs.

Pros

Listen to their customers.
Flexibility in the software and the way it is used by different customers.
Innovative. Always adding new ways the software can be used.

Cons

We would like to be able to add all issues and then send only certain issues to the management team.

Likelihood to Recommend

FloQast is well-suited for control testing. They are working on better solutions for operational process reviews. We like that controls are tied to risks, and now we have the frameworks to pull those together. At the same time, I have not given up my Enterprise Risk software because it is currently more robust than the risk software in FloQast.

Samantha Webster, CPA, CFE

Enterprise Risk and Audit Director in Corporate at Laticrete International, Inc (1001-5000 employees)

Vetted Review

1 year of experience

View profile

Helpful for month-end close

Rating: 8 out of 10

Incentivized

August 20, 2025

Use Cases and Deployment Scope

Our company uses FQ heavily for month end close purposes. It helps to track the status of various monthly reconciliations and tasks as part of month end close. It is helpful to track reviews with the preparer and reviewer sign off function. We also use it as support for audit requests.

Pros

Linking to Netsuite data
Helping to track monthly reconciliations
Preparer and reviewer sign off functions

Cons

Re-syncing can sometimes take a long time. Automatic background refreshes would be helpful.
Review notes can sometimes be easily missed

Likelihood to Recommend

FQ is well suited to tracking the status of monthly reconciliations and tasks, as well as tracking sign off on tasks by the preparer and reviewer.
FQ is less appropriate for viewing support files within FQ. It is easier to view these offline in excel.

Verified User

Employee in Finance and Accounting (501-1000 employees)

Vetted Review

3 years of experience

Good starter level product

Rating: 7 out of 10

Incentivized

August 20, 2025

Use Cases and Deployment Scope

I've used FloQast for tracking quarterly reporting deliverables. Previously there was no central location with a list of all deliverables and task that needed to be completed for the quarter, including due dates and those who were responsible. Many of our requests were done on an ad hoc basis through email or spreadsheets.

Pros

Easy to set up.
Easy to sign off.
Quickly see dashboard progress and find what you have due.

Cons

Version control for attached or linked items.
Support a more dynamic status for when items need to be sent back to the preparer for changes.
Review notes are nice but difficult to implement when attached to an entire task, vs ease of providing directly in the document/spreadsheet.
Lack of timestamp on sign-offs
Locking folders does not support subfolders.

Likelihood to Recommend

Good for the ease of implementation and set-up. Some new features seem to be glitchy and workarounds needed to get to work correctly. Customer support is painfully slow.

Verified User

Director in Finance and Accounting (5001-10,000 employees)

Vetted Review

2 years of experience

FloQast Review

Rating: 7 out of 10

Incentivized

August 20, 2025

Use Cases and Deployment Scope

We use FloQast for monthly reconciliations and keeping track of close items via the checklist. We use the metrics provided via the dashboard and analytics tabs to track certain key performance indicators related to our monthly goals including shortening our close by two days, which was implemented by taking all our close tasks laid out in FloQast and reviewing the current dates and transitioning them into new dates using the bulk upload.

Pros

Checklist
Reconciliations
Netsuite crossover

Cons

the bulk upload feature for adding new accounts has given me issues with uploading
making the errors for bulk upload easier to identify
automatic sign off on tasks

Likelihood to Recommend

FloQast is well suited in the monthly close process of our company. It might be less appropriate for those who do not have the ERP systems that align with FloQast. Excited to learn more about the FloQast variance analysis tool and AI implementation offered. It helps me keep track of due dates as well and helps with on time completeness of tasks for audit purposes

Verified User

Employee in Finance and Accounting (1001-5000 employees)

Vetted Review

Great Software

Rating: 9 out of 10

Incentivized

August 20, 2025

Use Cases and Deployment Scope

My team currently used FloQast as our close tracker and reconciliation portal. We thoroughly enjoy it for both and can manage our monthly, quarterly, and annual processes utilizing this software. I have been in FloQast for years and have been very satisfied with the direction of the company and look forward to potential new releases to expedite close and other procedures.

Pros

Reconciliation reviews
Close checklist management
Customer communication

Cons

Built in dependencies for close processes
Related reconciliations needing multiple imports (grouping helps)

Likelihood to Recommend

I have experienced close procedures and reconciliations being exclusively being tracked via spreadsheets all the way to software like this. This reduces time and data continuity errors when updates happen.
I have seen some of the new releases where AI can help match items such as cash or asset depreciation. This seems unnecessary as most ERP's have systems in place already to reconcile items like this. I do look forward to some AI matching with other accounts such as my payroll where I have multiple sources of information from a third party payroll system, payroll accruals, employee withholdings, and insurance vendor invoices all needing to be matched and compared to one another across all the departments of the company.

Verified User

Manager in Finance and Accounting (1001-5000 employees)

Vetted Review

5 years of experience