Transform your close!
December 30, 2023
Transform your close!
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- FloQast Close
- FloQast Ops
Overall Satisfaction with FloQast
We use FloQast to manage our month-end close as well as other monthly cycles like Payroll and Revenue. We also use FloQast to manage quarterly cycles like Sales Tax/VAT reporting and annual cycles including preparation for our annual audits.
The platform allows us to centralise our tasks from right across the finance team and gives us control and visibility over progress.
The platform allows us to centralise our tasks from right across the finance team and gives us control and visibility over progress.
- Repetitive cycles and processes
- Task management
- Visibility and progress tracking
- Sign-offs and reviews
- Switching between types of cycle/process could be better
- Our close is now controlled and tracked in a way it couldn't be before.
We use FloQast Ops workflows for several processes, and having the repeating cycles populate each month makes a huge difference for efficiency.
One of the simplest features on the face of it, the document roll-forward, is also one of the most powerful - it removes the tedium of endless creating new folders, copying & pasting documents, and then renaming them.
Similarly, the Reconciliation Management means we have automatically refreshing reconciliations connected to our ERP while still using excel as the primary tool.
One of the simplest features on the face of it, the document roll-forward, is also one of the most powerful - it removes the tedium of endless creating new folders, copying & pasting documents, and then renaming them.
Similarly, the Reconciliation Management means we have automatically refreshing reconciliations connected to our ERP while still using excel as the primary tool.
We use FloQast every year to manage our audit preparation.
We selected FloQast because of how flexible it was and how easily it incorporated our existing excel workpapers into the system. It was also able to accommodate our ERP, despite not having a native integration for it.
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