FloQast
floqast.com
What it is
FloQast is accounting workflow software for teams handling close, reconciliation, accounting operations, and compliance. It brings close tasks together, tracks progress, and helps surface dependencies and bottlenecks across teams and entities. Its tools automate reconciliations, transaction matching, and journal entry workflows, with review and approval steps. Teams can review AI-generated transaction-matching rules; FloQast says its AI learns from user inputs. The platform includes audit trails, task dependencies, recurring templates, multi-entity close, and native ERP connectivity. FloQast lists integrations spanning ERP, banking, accounts payable, collaboration, communications, documentation, identity management, and payroll, including ADP, Box, Google Drive, Microsoft Teams, and Slack. The service is cloud-based and browser-accessible, with macOS and Windows support. FloQast says it provides a SOC 3 report, conducts annual penetration tests on high-risk products and infrastructure, and holds ISO/IEC 42001 certification for its accounting transformation platform. The company was founded in 2013 and is headquartered in Los Angeles. It is paid, has no free plan, and offers customized packages with pricing on request.
Spec sheet
- What it does
- FloQast is a cloud accounting transformation platform for close management, reconciliations, accounting operations and compliance.Read 14 Oct 2026 · linkedin.com
- Purpose
- FloQast is an accounting workflow automation platform built to help accounting teams manage close, reconciliation, accounting operations, and compliance workflows.Read 30 Sep 2026 · floqast.com
- Intended users
- FloQast describes its platform as built for accountants and presents use cases for accounting, finance, controller, audit, and compliance roles.Read 30 Sep 2026 · floqast.com
- Deployment
- A FloQast buyer’s guide describes the solution as cloud-based SaaS and browser-based, with support for Mac and Windows operating systems.Read 30 Sep 2026 · get.floqast.com
- Integrations
- FloQast lists integrations across ERP, banking, accounts payable, collaboration, communication, documentation, identity management, and payroll, including ADP, Box, Google Drive, Microsoft Teams, and Slack.Read 30 Sep 2026 · floqast.com
- Security
- FloQast says it provides a SOC 3 report and performs annual penetration tests on high-risk products and infrastructure.Read 30 Sep 2026 · floqast.com
- Compliance
- FloQast provides connected compliance workflows intended to maintain audit-ready evidence and controls.Read 14 Oct 2026 · floqast.com
- Support
- Customers can submit platform support requests through FloQast’s support portal, and account managers or customer success managers handle billing questions.Read 30 Sep 2026 · floqast.com
- Headquarters
- Los Angeles, California, USRead 23 Sep 2026 · floqast.com
- Founded
- 2013Read 23 Sep 2026 · floqast.com
- AI compliance
- FloQast states that its accounting transformation platform is ISO/IEC 42001 certified.Read 30 Sep 2026 · floqast.com
- AI governance
- FloQast says its AI management program is aligned with ISO 42001 and includes governance, risk controls and accountability.Read 14 Oct 2026 · floqast.com
- AI oversight
- FloQast says its AI learns from user inputs, and AI-generated transaction matching rules are subject to review by accounting teams.Read 30 Sep 2026 · floqast.com
- AI transaction matching
- FloQast says its AI can match up to 98% of transactions and route exceptions for review.Read 14 Oct 2026 · floqast.com
- API authentication
- API requests use an API key supplied in the x-api-key header, with scoped permissions.Read 14 Oct 2026 · developer.floqast.app
- API availability
- FloQast provides a public developer portal with Close, Compliance, Data and Connectors, and Core API areas.Read 14 Oct 2026 · developer.floqast.app
- API documentation depth
- The developer portal includes quickstarts, endpoint reference pages, schemas, examples, guides and an interactive API playground.Read 14 Oct 2026 · developer.floqast.app
- API scopes
- Documented scopes cover reconciliations, analytics, transactions, audit logs, trial-balance uploads, checklists, entities, users, controls and compliance programs.Read 14 Oct 2026 · developer.floqast.app
- Automation
- Its products automate reconciliations, transaction matching, and journal entry workflows, with review and approval steps.Read 30 Sep 2026 · floqast.com
- Close management
- FloQast helps teams centralize close tasks, track progress, and surface dependencies and bottlenecks across teams and entities.Read 30 Sep 2026 · floqast.com
- Close workflow
- The platform centralizes close checklists, task ownership, due dates and status visibility.Read 14 Oct 2026 · floqast.com
- Cloud delivery
- FloQast describes its product as fully cloud-native, browser-based SaaS supporting Mac and Windows.Read 14 Oct 2026 · get.floqast.com
- Collaboration integrations
- The reconciliation product connects with Box, Dropbox, Google Drive, SharePoint, Slack and Microsoft Teams.Read 14 Oct 2026 · floqast.com
- Company founded and headquarters
- LinkedIn lists FloQast as founded in 2013 and headquartered in Sherman Oaks, California.Read 14 Oct 2026 · linkedin.com
- Company founding
- FloQast says it was founded in 2013 by Mike Whitmire.Read 30 Sep 2026 · floqast.com
- Company legal name
- Crunchbase lists the legal name as FloQast, Inc.Read 14 Oct 2026 · crunchbase.com
- Company size
- LinkedIn lists company size as 501–1,000 employees.Read 14 Oct 2026 · linkedin.com
- ERP integrations
- Listed ERP integrations include NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, SAP, Xero, Oracle and Workday.Read 14 Oct 2026 · floqast.com
- Flux analysis
- Flux compares ledger balances, flags material changes and supports collaborative variance explanations.Read 14 Oct 2026 · get.floqast.com
- Funding status
- Crunchbase identifies FloQast as a private company that has reached a Series E round and lists 16 investors.Read 14 Oct 2026 · crunchbase.com
- Limit: bulk-upload issues
- A TrustRadius reviewer reports problems uploading new accounts in bulk and difficulty identifying upload errors.Read 14 Oct 2026 · trustradius.com
- Limit: missing recurring-task and archive functions
- Capterra reviewers report that daily occurrence tasks are unavailable and obsolete Flux analyses cannot be archived without losing history.Read 14 Oct 2026 · capterra.com
- Limit: reconciliation complexity
- Capterra reviewers mention headaches when multiple users work on unmatched items and dashboards become overwhelming with many accounts.Read 14 Oct 2026 · softwareadvice.com
- Notable limit
- FloQast does not show a fixed public price on the contact page; it says packages are customized for each organization.Read 30 Sep 2026 · floqast.com
- Notable news
- FloQast published an ERP integration article dated August 1, 2025 covering NetSuite, Microsoft, Sage Intacct and Workday integrations.Read 14 Oct 2026 · floqast.com
- Penetration testing
- FloQast says specialist security firms perform annual penetration tests on high-risk products and infrastructure.Read 14 Oct 2026 · floqast.com
- Praise: accounting workflow fit
- TrustRadius reviewers commonly highlight checklist management, reconciliations, Excel-to-ledger connections and NetSuite synchronization.Read 14 Oct 2026 · trustradius.com
- Praise: usability and support
- GetApp reviewers repeatedly praise easy close tracking, reduced manual work, strong dashboards and responsive customer support.Read 14 Oct 2026 · getapp.com
- Rating on Capterra
- 4.9 out of 5 from 106 reviews.Read 14 Oct 2026 · capterra.com
- Rating on G2
- 4.6 out of 5 from 1,416 reviews.Read 14 Oct 2026 · g2.com
- Rating on Gartner Peer Insights
- 4.6 out of 5 from 9 ratings for the legacy Accounting Transformation Platform.Read 14 Oct 2026 · gartner.com
- Rating on Gartner vendor profile
- 4.7 out of 5 from 126 reviews across FloQast products.Read 14 Oct 2026 · gartner.com
- Rating on GetApp
- 4.9 out of 5 from 106 reviews.Read 14 Oct 2026 · getapp.com
- Rating on TrustRadius
- 8.9 out of 10 from 261 reviews and ratings.Read 14 Oct 2026 · trustradius.com
- Reconciliation automation
- FloQast assigns preparers and reviewers, tracks due dates, centralizes evidence and provides audit reports for reconciliations.Read 14 Oct 2026 · floqast.com
- Security reports
- FloQast says it makes a SOC 3 report and bridge letters available to customers.Read 14 Oct 2026 · floqast.com
Plans and prices
Strong points and limits
Strong points
- Centralizes close tasks and tracks dependencies.
- Automates reconciliations and journal entry workflows.
- Includes audit trails and approval workflows.
- Offers native ERP connectivity.
- Supports macOS, Windows, and web.
Limits
- No free plan is available.
- Pricing is customized and available on request.
Who it suits
FloQast suits accounting teams coordinating close and related workflows across entities. Its use cases also address finance, controller, audit, and compliance roles.
Verdict
FloQast combines close coordination with automation and review workflows for accounting teams. Buyers need to request pricing, since packages are customized and no public fixed price is shown.
Where Specifiction places it
- Internal Controls Software#3 of 608.6
- Reconciliation Software#2 of 178.8
- Financial Close Software#4 of 298.6
- SOX Compliance Software#3 of 218.5
- Accounting Automation Software#13 of 388.4
- AI Accounting Software#11 of 328.4