FloQast Reviews, Pricing, Features & Alternatives in 2026
FloQast is a cloud-based accounting workflow automation software that helps your finance team streamline the month-end close process by integrating with your existing ERP and Excel workbooks.
FloQast is a workflow automation platform built by accountants for accountants to help you manage the month-end close with more precision. Instead of chasing status updates through emails and spreadsheets, you get a centralized dashboard that syncs your ERP data with your Excel reconciliation workbooks in real-time. This ensures your trial balance always matches your documentation, significantly reducing the risk of manual errors during the financial consolidation process.
You can manage tasks, track deadlines, and automate repetitive reconciliations while maintaining a clear audit trail for internal and external stakeholders. The platform is designed for mid-market and enterprise finance teams who need to increase transparency and speed up their closing cycles without forcing staff to learn entirely new, complex accounting systems. It bridges the gap between your general ledger and your final financial statements.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop managing your month-end close through messy spreadsheets and endless email chains. FloQast gives you a structured environment to automate reconciliations and track every task in real-time. Here is how you can transform your accounting workflow:
Close Management
Track your entire month-end process with a centralized checklist that provides real-time visibility into every task and deadline.
AutoRec
Automate the matching of high-volume transactions across bank statements and your ERP to eliminate hours of manual data entry.
Reconciliation Management
Link your Excel workbooks directly to your ERP to ensure your account balances always stay in sync automatically.
Flux Analysis
Perform period-over-period fluctuations analysis directly within the platform to identify and explain significant variances in your financial data.
Audit Ready
Maintain a permanent, organized record of all sign-offs and supporting documentation to make your year-end audits faster and easier.
ERP Integration
Connect your existing accounting systems like NetSuite, Sage Intacct, or SAP to pull data without manual exports.
Integrations
NetSuite
Sage Intacct
Microsoft Dynamics 365
SAP
Oracle ERP Cloud
Workday
QuickBooks Online
BlackLine
Slack
Microsoft Teams
Pricing Plans
FloQast uses a custom pricing model tailored to your specific entity count, user volume, and required automation modules. While they do not publish a standard price list, you can request a personalized demo to receive a quote. You typically pay an annual subscription fee based on the complexity of your financial operations.
Pros & Cons
After analyzing feedback from accounting professionals on G2 and TrustRadius, here is what you can expect when implementing FloQast in your department:
Pros
Integrates seamlessly with existing Excel-based workflows
Significantly reduces time spent on month-end close
Provides excellent visibility for management into task status
Simplifies the audit process with organized documentation
Intuitive interface requires very little training for accountants
Cons
Initial setup of folder structures requires careful planning
Custom pricing can be high for smaller organizations
Limited advanced reporting compared to full ERP suites
Who Should Use FloQast?
Perfect for mid-sized to large finance teams who use Excel and need to automate their month-end close and reconciliation processes.
Best for Company Sizes
mid-market
enterprise
Popular Industries
Our Verdict
FloQast is a top-tier choice if your accounting team is struggling with a manual, spreadsheet-heavy month-end close. It doesn't try to replace Excel; instead, it makes your existing workbooks smarter by syncing them directly with your ERP. This unique approach means your team will actually use the software because it fits into their current habits.
While the lack of public pricing means you'll have to deal with a sales rep, the time savings and audit peace of mind usually justify the investment for growing companies. Highly recommended if you need to move away from 'checklist' spreadsheets and toward a professional, automated financial close management system.
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