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For All Of Your Closing Needs!
January 07, 2020

For All Of Your Closing Needs!

Katrina Spaeth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • FloQast Close
  • FloQast AutoRec

Overall Satisfaction with FloQast

Our company handles dozens of client closes. We are an accounting and business consulting group. We started quite small but have grown quickly and needed a way to close clients efficiently. We also needed to be able to hold employees accountable for specific tasks included in the client's close.
  • Efficient and reliable close - We can "breeze" through and quickly close.
  • Great UI - Now able to make changes line by line during the close/add notes/tasks etc.
  • There are no cons, however, just like with anything we have our own suggestions to improve certain UI functions or other ideas. These are always welcome and discussed.
  • Certainly ROI - The amount of time "wasted" prior compared to how quickly things are done now allows us to free up time for other projects and necessary tasks.
  • FloQast allows for minimal stress in the closing process. Everything is laid out.
I have not used any other aside from a DIY Excel version for clients.
We absolutely love the FloQast team! They are knowledgeable, responsive, and overall great people. We really support FloQast and their team.

Do you think FloQast delivers good value for the price?

Yes

Are you happy with FloQast's feature set?

Yes

Did FloQast live up to sales and marketing promises?

Yes

Did implementation of FloQast go as expected?

Yes

Would you buy FloQast again?

Yes

FloQast is great for accounting firms who wish to tailor close to each client in an easy-to-use software. One of the best parts is setting up checklists, so when a new employee takes over they can easily follow the steps. Our clients are on Quickbooks Online and Desktop and this has worked well overall.