FloQast Speeds Up the Month End Close Process
February 15, 2023
FloQast Speeds Up the Month End Close Process
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- FloQast Close
- FloQast AutoRec
Overall Satisfaction with FloQast
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.
- User Friendly
- Offers Supreme Service and response times
- Organization
- The option to delete workflows as they become irrelevant
- Account Reconciliation
- TB Automated Feed
- Utilizing the check list for areas outside of close has been helpful to ensure accountability.
- Account Reconciliations are completed more timely.
This is our first software for these functions.
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 Feature Ratings
Using FloQast
14 - Accounting & Finance
3 - Finance accountants and IT
- Account Reconciliations
- Automated TB
- Checklists
- Checklists outside of month end close
- ReMind
Evaluating FloQast and Competitors
- Price
- Product Features
- Product Usability
We had a thorough process.
FloQast Implementation
- Implemented in-house
Change management was minimal
- No issues
FloQast Support
| 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 |
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
| 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 |
- Adding users
- toggling between tasks
- Updating checklist items
- Updating reconciliation settings
- Uploading TB
- Uploading COA
- Adding a new entity
Yes, but I don't use it