FloQast Review
August 20, 2025

FloQast Review

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • FloQast Close

Overall Satisfaction with FloQast

We use FloQast for monthly reconciliations and keeping track of close items via the checklist. We use the metrics provided via the dashboard and analytics tabs to track certain key performance indicators related to our monthly goals including shortening our close by two days, which was implemented by taking all our close tasks laid out in FloQast and reviewing the current dates and transitioning them into new dates using the bulk upload.

Pros

  • Checklist
  • Reconciliations
  • Netsuite crossover

Cons

  • the bulk upload feature for adding new accounts has given me issues with uploading
  • making the errors for bulk upload easier to identify
  • automatic sign off on tasks
  • time saving mechanisms through bulk upload and sign off
  • checklist to keep on track and look at KPIs
  • accurate reporting between netsuite and FloQast
I do not have that much experience with these automation tools as of now but we are working to implement more into our close timeline especially with AI and variance analysis, it seems that once it is up and running it will be a huge time saver for specific tasks
I have not been working at the current company I am at long enough to see the effects of audit-readiness. I am sure by the end of the year I will have more experience with this. I do like the feature where you can give auditors access to only certain things, that seems helpful
I like FloQast a lot better, it has input with NetSuite that I think is easy to understand. We use Workiva for quarterly financial reporting, and might be useful to see what FloQast has to offer when it comes to that to prevent us from having to use another software

Do you think FloQast delivers good value for the price?

Not sure

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

FloQast is well suited in the monthly close process of our company. It might be less appropriate for those who do not have the ERP systems that align with FloQast. Excited to learn more about the FloQast variance analysis tool and AI implementation offered. It helps me keep track of due dates as well and helps with on time completeness of tasks for audit purposes

FloQast Feature Ratings

Financial data consolidation
6
Journal entries and reports
6
Multi-currency management
9
Detailed Audit Trails
7
Reconciliation Automation
6
Close Checklist
9
Customizable Workflows
7

Comments

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