Item: FloQast
Rating: 8
Author: Claire Denham

Overall Satisfaction with FloQast

Use Cases and Deployment Scope

We currently use FloQast to streamline our month-end close, and are looking at implementing it for other processes. The checklist feature helps identify all of the items that need to be done (as well as who they're assigned to), while the workpapers within the folders keep everyone on the same page. It helps that FloQast is cloud based, so documents can be accessed from anywhere, rather than dependent on a connection to our network share drive.

Pros and Cons

Pros

Track month end items
Provide analytics on items completed vs not
Centralize workpapers
Provide workpaper access via cloud

Cons

Improved note functionality -- ability to answer previous notes

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?

I wasn't involved with the selection/purchase process

Did implementation of FloQast go as expected?

Yes

Would you buy FloQast again?

Yes

Other Software Used

Microsoft Dynamics 365 Business Central, Whip Around, Microsoft 365

Likelihood to Recommend

FloQast is designed for accountants, so the only scenarios I could see it being less appropriate are non-accounting based ones. We're currently using FloQast to manage our month-end close, as well as provide a central location for workpapers and documents necessary for the year-end close and subsequent audit. If everyone is trained and on board, it works very well.

FloQast Feature Ratings

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FloQast Review

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