--- title: "FloQast Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is FloQast the right Accounting solution for you? Explore 106 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/153722/FloQast/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-09" --- FloQast 4.8 (109) [View alternatives](https://www.capterra.com/p/153722/FloQast/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 9th, 2026 # Reviews of FloQast Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews MC Mook C Staff AccountantLogistics and Supply Chain, 501 - 1,000 employeesUsed the software for: 1-2 years. “As a staff accountant who has worked in many industries across several companies, I can honestly say that FloQast is my favorite support software I've used to date. Whether it is the ease of reconciliations or creating checklist items, FloQast makes my job easier on a daily basis.“ April 7, 2026 Blake R Director, FinanceMarket Research, 201 - 500 employeesUsed the software for: 6-12 months. “You can't add a note in the Notes tab.“ September 10, 2024 DW Dimuthu W Accounting ManagerMotion Pictures and Film, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “FloQast provides a great dashboard view of your close status and it will allow us to manage the close in an efficient way within the prescribed deadline“ November 28, 2023 ZK Zachary K Accounting Co-OpBiotechnology, 501 - 1,000 employeesUsed the software for: 6-12 months. “This caused me to not realize when my boss wanted certain assignments to be in, as I wasn't checking it often enough.“ June 25, 2023 CK Christina K Sr Dir IABiotechnology, 501 - 1,000 employeesUsed the software for: More than 2 years. “I enjoy the fact that all the accounting documentation can be accessible within the FloQast system, and it is linked directly into our SOX compliance module.“ June 13, 2024 JM Jared M Senior AccountantRenewables & Environment, 201 - 500 employeesUsed the software for: More than 2 years. “There are some manual processes that have not been automated yet with rolling folders forward“ October 5, 2023 AI Ange I AccountantAccounting, 5,001 - 10,000 employeesUsed the software for: More than 2 years. “What I liked most about FloQast is its seamless integration with existing accounting systems, which made the close process much more efficient and streamlined.“ September 24, 2024 SL Scott L Accounting ManagerMarketing and Advertising, 501 - 1,000 employeesUsed the software for: More than 2 years. “Our biggest issue is needing to click refresh rather than having it update on its own.“ October 5, 2023 ## Showing most helpful reviews Showing 1-25 of 109 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Swostipriy M. Member Used the software for: 1-3 years ### "FloQast Streamlines Month-End Close with Real-Time Tracking and Automated Tie-Outs" November 12, 2026 4.0 FloQast addresses the chaotic reality of disorganized audit workpapers and missed reconciliation steps during high-pressure close cycles. Before we adopted a dedicated close-management system, our team spent far too much time tracking down the most current version of reconciliation files and double-checking whether a junior assistant had actually completed each required review step. FloQast brings strict accountability through clear preparer and reviewer sign-off workflows. For our firm, that means faster audit sign-offs, no missed compliance steps, and full confidence that our final trial balances tie out to every supporting schedule. Pros As a professional working in a CA firm, what I appreciate most about FloQast is how clearly it organizes and tracks the entire month-end and year-end close process. Rather than relying on scattered Excel checklists and constant email follow-ups just to confirm which schedules are complete, FloQast gives me a centralized, real-time dashboard that shows the exact sign-off status across every account. The automated tie-out feature is also a huge time-saver during audits, since it continuously checks trial balance figures against the underlying reconciliation spreadsheets and immediately flags discrepancies if numbers change after a review. I also like that supporting workpapers, review notes, and sign-offs are linked directly to the general ledger, which makes finalization feel much smoother and more transparent. Cons While FloQast is excellent for organizing close workflows, the initial setup of folder structures and reconciliation templates can feel a bit rigid and time-consuming, especially for smaller client engagements. For clients with straightforward books and low transaction volumes, the platform can come across as somewhat over-engineered compared with basic spreadsheet tracking. Also, when multiple team members are uploading large supporting workpapers at the same time during peak statutory deadlines, the web interface can occasionally have brief loading delays. Review Source MC Mook C. Staff Accountant Used the software for: 1-3 years ### "Highly Recommended!!" April 10, 2026 5.0 If I were to ever leave my current company and work in accounting for a new employer, I would recommend FloQast to them on day #1. It's THAT beneficial to my day to day duties. Pros As a staff accountant who has worked in many industries across several companies, I can honestly say that FloQast is my favorite support software I've used to date. Whether it is the ease of reconciliations or creating checklist items, FloQast makes my job easier on a daily basis. Cons I do not have any negative reviews related to using FloQast. Again, my opinion comes from a staff accountant level, so perhaps our CFO and/or controller have some negative experiences or certain parts they find bothersome. But for me and my daily routine, I have nothing but good experiences. Review Source Senior Accountant Used the software for: I used a free trial 3.5 November 12, 2026 AI summary based on a full review This tool offers a great dashboard and user interface that aids in tracking deadlines and facilitating monthly closures. Unfortunately, the reports are not synchronized and experience delays in loading, which can be frustrating. Log in to unlock the full review, detailed ratings, and pros & cons Senior financial accountant Used the software for: 1-3 years 5.0 November 10, 2026 AI summary based on a full review The clear user interface and easy sign-off process contribute to a positive experience, while the automated data fetching from NetSuite saves significant manual work. An issue with accidental deletions from OneDrive was resolved by implementing daily backups. Log in to unlock the full review, detailed ratings, and pros & cons Eric G. Controller Used the software for: 3-5 years ### "FloQast: Excellent for Close Management" October 12, 2022 4.0 FloQast's team was great with implementation, working and continuing to support our team through operational improvements to the system, and assisting us in understanding the system. The system is easy to use and set-up, with not too many complexities, but enough robustness to shine where needed: The month-end close. Pros FloQast shines with assisting accounting teams with close management, by creating a centralized location for all close activities and management, regardless of what accounting system used for recording accounting transactional data. FloQast assists with checklists, flux analysis, and most important, reconciliations, to keep your balance sheet and income statement clean and to streamline an efficient, accurate, and reliable close. From functionality to assist with reconciliations from its reconciliation tool, and being able to streamline and manage accounting tasks, to improving the time to close, FloQast is one of the leaders in the market, and should be looked at by small to large, private and public companies alike. Cons FloQast does well where it focuses its attention: reconciliation, close management, checklist management, process reviews and approvals, flux analysis, and ensuring a close is done well. If you are looking for an FP&A tool for budgeting, or a financial reporting tool for financial statement preparation, this is not the tool. But where it sits, it sits very well, and meets a current market gap in many accounting systems. Reasons for choosing FloQast Blackline is a good product, but in my opinion, it is more of an enterprise level product with a lot more set-up and maintenance. FloQast is easily accessible, and intuitive to use. Review Source Sr Dir IA Used the software for: 3-5 years ### "FloQast Leading the Accounting Close and SOX Management" June 24, 2024 5.0 Fantastic! I have been working with FloQast for 3 years and each year they continue improving the product and adding new very relevant features. The team is incredible to work with and very customer service oriented. Pros I love that FloQast has the ability to consolidate accounting functions into one centralized location. I enjoy the fact that all the accounting documentation can be accessible within the FloQast system, and it is linked directly into our SOX compliance module. Cons I would like to see more in-app linking between the modules and consistency between the features in each module. Switched from [Wdesk](https://www.capterra.com/p/106817/Wdesk/) Because Workiva's SOX product is geared only towards Internal Audit and not user friendly for all users. It does not have intuitive interface or features. Alternatives considered [Optro](https://www.capterra.com/p/148230/SOXHUB/) Reasons for choosing FloQast AuditBoard is expensive and any additional value it brings does not meet the cost of the product. Review Source Accountant Used the software for: Less than 1 year ### "FQ for the win!" June 29, 2023 4.0 Pros We love the auto rec and GL completeness features and our audit team does too! Cons The flux analysis tool is not integrated into the dashboard, and each report has to be refreshed and accessed individually as there's no combined view Reasons for choosing FloQast Price Review Source KC Kelli C. Corporate Controller Used the software for: Less than 1 year ### "How did we live without this tool!!" June 20, 2024 5.0 Excellent! From demo, to caring sales people, to very smart implementation and follow up with the account team. Support is quick to respond and demos are always available. Pros Ease of use and easy to see close progress on one page. Remind is a GREAT tool for those always waiting on documents from other departments! Cons Can't say that I like anything least! This tool is a God send! Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Needed something that could update if accounts changed after recons, needed the ability to add non recurring items as well as "reset" without a lot of extra work in reformatting check lists each month for close. Reasons for choosing FloQast Ease of use and cost. We needed something good but nothing to extravagant. Review Source SVP, Accounting Used the software for: 3-5 years ### "FloQast Ease of Use is Excellent...and the Auditors Love it Too!" December 13, 2023 5.0 Pros Implementation was a breeze - we had just rolled off of a large ERP implementation the year before and we were expecting more of the same with FloQast - but we were up and running in less than two weeks. And better yet, the team was using the system prior to the FloQast-led training session - it is that easy to use and that intuitive! Since the initial go-live, which involved the Accounting team only and focused on the monthly GL close and reconciliation process, we have rolled out to the financial reporting team, FP&A, and Payroll, each of whom has been very satisfied with the efficiency and control they have gained around their processes. But I think the main benefit has been the rollout of the system to our external auditors. We have transitioned the quarterly PBC list from their proprietary system into FloQast, and given them access to all of our financial reporting and monthly close checklist tasks and reconciliation reports. The auditors can pull the data that they need without assistance from the accounting or financial reporting teams, saving both us and them significant time during the audit. The number of conversations and emails has fallen off of a cliff and we are now on top of audit requests - often completing well in advance of the due date! Cons My only negative for FloQast would be in the Flux Reporting module, and specifically the flux report layout process. It is still a bit more difficult to make modifications to the reports, especially if your flux reporting is done at the financial statement line item level. However, based on past experience, I am sure that changes to this process are on the FloQast roadmap since many of the improvements that I've seen in the system over the past three years are the direct result of customer comments/suggestions! Switched from [Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We had been using Excel checklists for the monthly close in each of our accounting groups, so didn't have a lot of insight into the overall close process. Reconciliations were handled within each group manually, with hard copy signoffs, so we needed to make copies for the auditors which was very time consuming. Review Source MM Mary M. Senior Accountant Used the software for: Less than 1 year ### "FloQast is Amazing!" October 18, 2022 5.0 FloQast has assisted our team in providing structure and efficiency to utility management, month-end close and financial reporting procedures. We also use FloQast for Flux Analysis to quickly identify areas that need attention in our organization. Our team repeatedly mentions how we wish every vendor we use were as excellent as FloQast. Pros Our team has been blown away by the customer service experience delivered by FloQast. The FloQast team members have been exceptional through every stage of the process - sales, implementation, and official launch. It is apparent upon first using the system that FloQast was designed by accountants for accountants. FloQast clearly illustrates bottlenecks and inefficiencies through month-end analytics allowing management to address staffing needs and cross-training. Our implementation team provided reconciliation templates and tools that helped us automate our close process. Every month our close process gets better and better through our use of FloQast. FloQast provides structure, efficiency, and insight into month-end close procedures. The FloQast team also encouraged us to identify other areas/processes we could use the system to improve. On their recommendation, we added additional workflows for functions such as utility management and financial reporting; it has been incredibly beneficial to use FloQast to enhance our entire Finance Department. All questions we ask have been answered timely and have been thoroughly researched. The FloQast team provides results! If there is a feature FloQast currently doesn't offer, they will actively work to implement this in the future. FloQast team members are knowledgable, considerate, and genuinely care about the success of the companies that use their products. Cons There is nothing we dislike about FloQast. Alternatives considered [Caseware](https://www.capterra.com/p/129838/IDEA/) Reasons for choosing FloQast We chose FloQast because of their excellent customer service and because FloQast syncs directly to Sage Intacct, our accounting software. Caseware did not sync to Sage Intacct, so we would have to import trial balances daily throughout the month-end close process. Caseware also didn't try to provide a work around for the sync issue and their customer service was very poor. Review Source VP Accounting Used the software for: 3-5 years ### "FloQast is a Lifesaver" October 1, 2024 5.0 FloQast has been instrumental in improving close workflow and managing all the supplementary processes (Compliance, Variance analysis etc). Pros It's intuitive and works the way accountants think! Its also quick and simple to implement and manage on the fly. Cons Minor items - daily occurrence tasks are not available, and inability to archive flux analysis that no longer apply without losing the history. Reasons for choosing FloQast Ease of implementation, subsequent management and routine use as well as price point. Review Source DeAnn B. Staff Accountant Used the software for: 1-3 years ### "Ease of Use" June 23, 2023 5.0 I think FloQast is a great organizational tool for completing monthly close processes in a timely manner. It gets all team members working together to complete tasks that have been assigned. Pros FloQast is very easy to navigate. The search selections help to narrow it down to specific companies that I may be focused on at the moment. We have the capabilities of having simple checklist items or reconciliations that need to be added. Cons I sometimes think that items show up after I have checked all of my items of. It is possible that I did not have the correct entity selected. I prefer that the Entity or "all entities" stays the same once I have made the selection. I would be able to select all entities and my items and leave it alone. Switched from [monday AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Our Controller felt it was a better fit for our needs. Review Source Senior Accountant Used the software for: 1-3 years ### "Really good product" April 8, 2025 5.0 Really good, it has many features that helps save time Pros FloQast is a great tool to track many task, show KPIs and it's really helpful to keep amortization schedules. Cons The AutoRec amortization is really good, but could have additional tools like more customizable fields and also additional amortization methods Review Source NA Noura A. Assistant Controller Used the software for: Less than 1 year ### "Best Financial Close tool!" August 22, 2025 5.0 This is by far the best Financial Close tool I've used! It's intuitive and provides great visibility from tasks to reconciliations as well as workflows outside the close. The exceptional support and responsiveness of the FQ team made the implementation process easier than expected. Pros FloQast is easy to use and helps us to stay on track with the close process. It improves communication by providing visibility to everyone on where we are with the process. We can attach files to each task and reconciliation, making the review process easier and consolidating our files in one location. Cons Nothing negative. I am sure that FloQast will continue to improve and add new features, but as of now, it works well for our needs. Review Source Manager of Corporate Accounting Used the software for: 3-5 years ### "Floqast Review" August 22, 2024 5.0 Major process, documentation, and communication improvements across my team. Implementation process is fairly easy, with detail spreadsheets you can upload to the system, as well as very helpful staff across the board! Pros It makes keeping track of what you need to do and what your team needs to do so easy. Centralized tracking, documentation, etc is invaluable! We've also been using Floqast more and more to help us automate some of our more manual processes and it's been an excellent transition. Cons There is nothing I can think of that I would call something I "like least" about Floqast. Review Source Accounting Manager Used the software for: 3-5 years ### "FloQast review " November 29, 2023 4.0 FloQast provides a great dashboard view of your close status and it will allow us to manage the close in an efficient way within the prescribed deadline Pros FloQast is a great period management software, and it provides greater visibility into our month-end close progress. FloQast functionality allows us to track reconciliation and checklist items separately Cons Honestly, there is not much shortfall to mention here but it would be great to have an option to link supporting docs (stored in a cloud base) that are relevant to the reconciliations Reasons for choosing FloQast FloQast is the best solution for our organization Review Source Cristina M. Sr Accounting Manager Used the software for: Less than 1 year ### "Floqast is an excellent platform to help streamline the close process" October 6, 2023 5.0 I would choose Floqast time and time over. I've been at other companies that have not adopted a central close platform and it makes a huge difference in knowing the status of close and who/what needs most attention to push close to the finish line. The Floqast team is always responsive and open to critique and you can tell they really adore their product and care about making it better by constantly producing value added features for its end user. Pros Floqast allows your whole month end process to be viewed within one easy to use website that syncs with the some of the biggest ERP systems. We can get real time updates with a click of a button which allows us to be in the know when it matters most. Long gone are the days of emailing for approvals and forcing even more items into your work inbox. Floqast can easily communicate in Slack and other communication apps to alert you immediately of items needing your attention. The auto rec recon functionality also carries the ability to replace cumbersome excel recons. Overall it's a fantastic, affordable, and cutting edge product that I would recommend to any size accounting/finance team. Cons Floqast is still in the improvement stage of some of their features which are a bit more time consuming then they could be. The uploading of account recons require you to go into folders, remember which folder your rec is in, and scroll to upload. This could be improved by just allowing a recon to attach directly on the recon tab of Floqast. Another area that could be improved is auto rec sync with ERP systems because it picks up any new additions in your GL but will not remove any items you may have removed/reclassed out of that specific GL account. With numerous hands in one account, this causes some headaches not knowing when items are removed and remain unmatched in the recon. Review Source Accounting Manager Used the software for: 3-5 years ### "FQ Review" October 9, 2023 5.0 Pros It is super easy to use. When I train new people they can pick it up really easily. Cons Our biggest issue is needing to click refresh rather than having it update on its own. It's not a big issue though. Review Source JG Jasmine G. Accounting Manager Used the software for: 1-3 years ### "Excellent Accounting software" September 15, 2023 5.0 I really enjoy Floqast. Pros It is easy to consolidate all accounting tasks and reconciliations in one platform. Cons I do not have a something negative to say about Floqast. Review Source Accounting Co-Op Used the software for: Less than 1 year ### "FloQast Review" June 26, 2023 5.0 Pros The ease of use of FloQast is the best feature for me, as it allows our team to be coordinated on each of our assignments, and isn't confusing to look at. Cons When I first started using FloQast, I wasn't checking it daily as I do now. This caused me to not realize when my boss wanted certain assignments to be in, as I wasn't checking it often enough. Maybe adding a feature where it better notifies you about upcoming assignments that are due? Although this isn't a problem for me anymore, it could be helpful for new users. Review Source Harini Sathma W. Accountant Used the software for: Less than 1 year ### "A great way to stay on track and be more efficient" June 13, 2023 5.0 Great! Pros Automation of reconciliation and task tracking. Cons Everything is well to begin with. There is nothing that I like least. Review Source ST Stephanie T. Accountant Used the software for: Less than 1 year ### "Incredibly helpful!" March 19, 2021 5.0 We've really cleaned up our books, quickened our close, and kept cleaner records now that we have an easy way to roll documents along from month to month. We used to use a shared Excel checklist to keep our organization streamlined during the month-end close process, and now we have this great and handy tool to check off in a much easier way. It used to take our boss an hour or more to get all of our end-balances in a list to start the Reconciliation process, and that's an hour of her time back that she now has due to the roll-forward features of FloQast. Pros I like the Reconciliation and Checklist functions the best, which is essentially the entire platform, so overall, this system works great and is incredibly helpful for our month-end processes. Their support team is excellent in responding to questions and concerns, and for once, a company actually has a useful "FAQ" section. Cons Nothing, I would seriously recommend this to any accounting team. Maybe the only thing that bugs me is the speediness of the Refresh button, but that's very minor in the grand scheme of things. Plus, they have been very responsive in any suggestions or critiques we have of small feature improvements, and many of them have already been fixed in the few months our team has been using this software. Review Source Sr Accountant Used the software for: 3-5 years ### "Great Tool for Optimizing Close Process" July 12, 2023 5.0 FloQast has the best employees, they are the most responsive and helpful staff I have ever had the pleasure to work with. Pros Integrating FloQast was super easy and the team bought in right away. Tracking monthly reconciliations is a high priority so being able to assign individuals and get visibility to completeness is critical. Cons I can't think of one thing that I dislike about FloQast! Review Source Connie W. Accounting Supervisor Used the software for: 3-5 years ### "Great tool to keep the closing process on track" July 6, 2023 5.0 Pros The note feature which allows reviewers and preparers to leave & respond to comments and the status update feature once all comments are addressed and completed. Cons Nothing I can think of, it has been a great tool so far. Review Source Financial Systems Generalist Used the software for: Less than 1 year ### "FloQast Review" July 17, 2024 5.0 Pros Ease of use and implementation, easy to onboard new users! Cons Only a select few features aren't available, but FloQast has confirmed they're on the way! 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