Great easy to use software.
Updated December 19, 2023

Great easy to use software.

Janine Vlcek | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • FloQast Close

Overall Satisfaction with FloQast

Great Hearts uses FloQast for our monthly close, to ensure all items are reconciled and balanced. I also use FloQast to send out monthly reminders to my fellow employees to ensure they have completed their monthly reviews and work.
  • Ease of use.
  • Automatic email reminders to staff - saves me from having to send them out.
  • Connectivity with Excel.
  • Contacts - the ability to add more info and update.
  • Direct connection with financial software (we use Financial Edge) - not sure if it connects with other software.
  • We go through a rigorous annual audit. Floqast makes the auditing process much easier and runs much smoother.
The ReMind automation tools are excellent and very helpful. It saves me the time and mental energy of sending out reminders to my staff each month - it does it for me.
Great Hearts is required to have an annual audit, and FloQast makes this process much easier and runs smoother.
I haven't used any other software like FloQast.

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?

I wasn't involved with the selection/purchase process

Did implementation of FloQast go as expected?

I wasn't involved with the implementation phase

Would you buy FloQast again?

Yes

Work reminders to colleagues - this has been extremely helpful for me. Emails are sent each month to remind colleagues that I am responsible for completing their credit card reports, reviewing transactions, and ensuring receipts are attached for our PEX cards and other items that need to be done on a monthly basis. When they reply "done" to the message, reminders are automatically turned off. Great system.

FloQast Feature Ratings

Financial data consolidation
8
Journal entries and reports
8
Multi-currency management
Not Rated
Detailed Audit Trails
8
Reconciliation Automation
10
Close Checklist
10
Customizable Workflows
9