Item: FloQast
Rating: 10
Author: Stacey Resto

Overall Satisfaction with FloQast

Use Cases and Deployment Scope

Wellness Pet uses FloQast to manage and organize our month end close process. We utilize checklists to ensure all tasks are completed and so that management can track progress of close responsibilities. The account reconciliations force users to complete timely and accurate reconciliations with support.

Pros and Cons

Pros

User Friendly
Offers Supreme Service and response times
Organization

Cons

The option to delete workflows as they become irrelevant

Most Important Features

Account Reconciliation
TB Automated Feed

Return on Investment

Utilizing the check list for areas outside of close has been helpful to ensure accountability.
Account Reconciliations are completed more timely.

Alternatives Considered

This is our first software for these functions.

Key Insights

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

Other Software Used

IFS Applications, ADP SmartCompliance, ADP TotalSource

Likelihood to Recommend

I have yet to experience a situation where FloQast wouldn't optimize the month end close process. We recently activated the automatic feed for our TB which is helpful when we update our numbers a couple of times during the close.

FloQast Feature Ratings

Using FloQast

Users and Roles

14 - Accounting & Finance

Support Headcount Required

3 - Finance accountants and IT

Business Processes Supported

Account Reconciliations
Automated TB
Checklists

Innovative Uses

Checklists outside of month end close

Future Planned Uses

ReMind

Likelihood to Renew

Evaluating FloQast and Competitors

Products Replaced

Key Differentiators

Price
Product Features
Product Usability

Evaluation Lessons Learned

We had a thorough process.

FloQast Implementation

Implementation Rating

Implementation was simple and seamless.

Implementation Details / Implementation Partner

Implemented in-house

Implementation Phases

Change Management Lessons

Change management was minimal

Implementation Issues

No issues

FloQast Support

Support Rating

The response time is extremely quick (so far always within the hour), and provides correct information and offers a friendly helpful vibe.

FloQast Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Exceptional Examples of FloQast Support

Every time I have reached out to support for help walking me through an admin set up issue, technical problem, or adding automated services, they have been fast and proficient!

Using FloQast

Usability

It is very user friendly and intuitive.

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None