# Page 4 | FloQast Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is FloQast the right Financial Close solution for you? Explore 106 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/153722/FloQast/reviews --- FloQast 4.9 (106) [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 March 13th, 2026 # Page 4 - Reviews of FloQast ## Showing most helpful reviews Showing 76-100 of 106 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TB Ty B. Senior Manager, International Accounting Information Services Used the software for: 2+ years ### "FQ is essential for our financial close process" October 17, 2023 5.0 The product is great and their team is super engaged in making sure we get the most out of the platform. Pros The user interface is super intuitive. The product is great for managing responsibilities and ensuring that tasks are completed accurately and in a timely manner Cons I cannot think of any at this time. It's been a great product to use and I can't imagine performing our financial close without it Review Source VR Verified Reviewer Accounting Manager Used the software for: 6-12 months ### "Easy and great customer service" October 31, 2017 5.0 Pros The software is very user friendly, everything is in one place and has easy audit trails. The customer service is excellent and there are very quick responses. They also have implemented many of our suggestions. Cons It would be nice to have aging for the reconciliations and the ability for customer fields in the checklists. Review Source KM Kiruthika M. Royalty Accountant Accounting Used the software for: 1-2 years ### "Best software" October 20, 2023 5.0 It's really nice Pros Easy to use, we can learn quickly not a time consuming , every one can understand at once. Cons The system speed some times it takes more time to refresh. Review Source VR Verified Reviewer Digital Strategist Marketing and Advertising Used the software for: 6-12 months ### "Helpful automation!" November 19, 2020 5.0 Overall we are happy with our experience and plan on using this software for awhile. Pros We are happy with close management's ability to simplify our businesses' monthly tasks and accounting. Cons At the time of writing this review, we don't have any negative things to say about close management software. Review Source VR Verified Reviewer Accountant Biotechnology Used the software for: Less than 6 months ### "Great tool for automating the close" October 5, 2022 5.0 My team has loved FloQast since we started using it earlier this year. As we grow, it makes tracking ownership so easy and keeps the entire team on track to meet close deadlines. Pros FloQast makes it incredibly easy to track tasks, deadlines, and ownership. It also clearly links workpapers to tasks, and then further links workpapers to your integrated GL to easily tie out/reconcile account balances. Cons There are some limitations, not in the general functionality, but in the segregation of duties/SOX realm. Review Source TD Taylor D. Senior Consultant Accounting Used the software for: 2+ years ### "Great for keeping on task" July 30, 2021 5.0 Pros The organization I consult with uses it to track the status of tasks in a given accounting period. It is easy to use. Cons Although I am not a direct user, there seems to be no issues currently. Review Source VR Verified Reviewer Director of Accounting Internet Used the software for: 2+ years ### "Great for global teams!" April 4, 2019 5.0 We started as a small team of me and two others, where I was doing the main account recs. We were not able to reconcile all the balance sheet accounts and the month-end close process was loose. Implementing Floqast forced us to put together a formal close checklist and allowed me to easily assign tasks to the others on the team and hold them accountable. We're now a team of six people in two countries and the visibility of Floqast across entities allows me to know exactly where we are in the close process and at what step we're running into issues. Pros I love the ease of use and ability to quickly add new users and entities. The user interface is well thought out and allows users to quickly learn the software. Cons I can't think of anything I don't like about Floqast. Review Source ST Sunny T. Accounting Supervisor Information Technology and Services Used the software for: 2+ years ### "An very useful tool that we rely on " September 22, 2022 5.0 Pros The Check list has been very useful, it is what we rely on to complete our financial close month after month. FloQast helps us manage workflows, properly allocate tasks among team members, and monitor progress. It is simple to use and easy to modify. We are happy with the system. Cons For someone assigned as a "Preparer" for some tasks, and as a "Reviewer" for other tasks, it would be nice to have the ability to filter the Check list just as a preparer or just as a reviewer. Review Source AS Apeksha S. Accounting Manager Information Technology and Services Used the software for: 6-12 months ### "Makes Audits a lot easier" December 16, 2021 5.0 FloQast helps me manage the teams progress without annoying or checking in with the team. If any balance changes there is a notification to ensure it is reconciled again. Pros Floqast helps ensure reconciliations and checklist items are complete on a monthly basis and flags any out of balance errors. This is incredibly helpful when doing an audit as the auditors already have all relevant schedules. Cons The daily alerts can be slightly annoying but this is customizable. Review Source KB Kenny B. staff accountant Computer Hardware Used the software for: ### "Great tool!" April 25, 2017 4.0 Our company has been using FQ for almost 2 years. Within that time frame, we've had a major company infrastructure change and I was able to work with Lilith to help maintain the smooth transition. She's been with us from implementation, and I'm glad she's provided continued support to this day. I cannot speak for all customers, but the support we received is well above avg. in response and resolution. The FQ team is constantly trying to improve their product and ask for feedback on anything. Features we asked about when we implemented are now a standard feature, which shows they are listening and are actively testing new features to bring to the standard product. Admins require some computer knowledge, mostly for setup, but FQ will help you every step of the way. Pros great support, easy to learn as admin, via internet Cons We use Box.com for our storage, and the issue we run into is our admins from implementation deleted folders because they didn't like that folder structure, so they decide to make changes, which FQ makes those folders unique, so when we deleted, it took a function away from us. Review Source NS Neepa S. Accounting Manager Used the software for: 6-12 months ### "I like FloQast!" November 7, 2017 4.0 Pros It helps the team to focus on close related items and manage reconciliations in more time efficient manner. Cons It does not provide any notification if the previous month reconciliation is out of balance. It would be great if FloQast can show the comments or notes in separate column next to the checklist or reconciliation rather than hiding it. Review Source PA Patrick A. Accounting Consultant Accounting Used the software for: Less than 6 months ### "Excellent software to manage B/S recons and M/E close" July 5, 2022 5.0 Floqast helps with SOX, month-end organization, and reduces the impact of employee turnover. Pros \* We had Floqast add the "Reconciling Items" field to the B/S Recon screen to see at a glance what issues are open in the Balance Sheet. \* Quick Filters in the B/S Recon screen make it easy to move between views \* Internal auditors can depend on the Checklist and B/S Reconciliations for SOX Cons Floqast has a great opportunity to train or reinforce with their new (and existing) users what a B/S recon is. Most companies I've worked at used data dumps. Force users to describe each account and add instructions for reconciliation. Review Source NM Nikhil M. Accounting Manager Security and Investigations Used the software for: 6-12 months ### "Good tool to keep track" November 6, 2017 5.0 Pros Keeps track of checklist and outstanding items, keeps updating changes in accounting software, highlights imbalances. Cons Desire for more - I would like to use the tool more on the analytics and enhanced review. Keen to see what new features keep coming in Review Source SS Shelley S. Staff Accountant Health, Wellness and Fitness Used the software for: 2+ years ### "Great Software" October 20, 2022 5.0 It is outstanding and takes the worry out of missing deadlines and making sure the Team is on point. Pros So easy to use. One of the best tools we have. Cons Haven't found anything that I don't like. Review Source JR Julie R. Accounting Manager, Outsourced Accounting Services Used the software for: 1-2 years ### "FloQast makes my life so much easier. I have clients and don't know how I would manage without FQ!" October 31, 2017 5.0 Pros The dashboard is a great way to stay organized and make sure all tasks and deadlines are met efficiently and effectively. The review notes are very handy for communicating any questions or comments to other team members. Cons I have found some of the administrative functions to be a little cumbersome but no issues with the basic user features. Review Source TC Teela C. Accounting Manager Printing Used the software for: 6-12 months ### "User friendly, I love it." October 31, 2017 5.0 FloQast helped us streamline our month end check list and gave us a better structure to eliminate errors and be more efficient. Pros The sorting feature is great. I enjoy the ability to be able to see what I have due and whether or not it is complete. Cons Wish I could sort by other people. There are times when I am waiting on others to get a part of their job done before I can begin working on my task so using a filter to search by other individuals would be great. Review Source FC Faaria C. External contractor Used the software for: Less than 6 months ### "FloQast is a user friendly tool that has helped us organize and control our close process. " May 1, 2017 4.0 Pros The customer support team is fantastic- very helpful and the response time is instantaneous. The tool is also pretty user friendly and intuitive to use, this has allowed minimal downtime when adding new users and cut down on training time. Cons We experienced some minor road bumps with google syncing up on a delay but that was resolved. We look forward to all the updates and additional functionalities the developers are making. Review Source NS Nikita S. Deputy Manager-Finance Computer & Network Security Used the software for: 6-12 months ### "Effective reconciliation tool worth buying" August 4, 2020 5.0 "Floqast is a very worthy reconciliation tool. Numbers appearing in the books are automatically updated on real time basis as a result chances of errors are very less. With floqast dependency on others get reduced as all reconciliation are at one place in the floqast tool.Infact we can set up a deadline for the reconciliation to be updated on floqast and pop-ups are received accordingly in the email so that timeline is never missed. Snapshot of completeness is also available for ease of checking." Pros Automtated updation of numbers in the tool so that any alteration in the reconciliation uploaded are checked and closed than and there. Cons As such there is no such features that is to be disliked. Review Source JM Jennifer M. Vice President Financial Services Used the software for: 6-12 months ### "FloQast has helped us better organize our close process and keep on track." November 1, 2017 5.0 Pros Sign offs, everything you need for review is in one spot. Integration with Intacct and box.com. High quality customer service. Cons This has more to do with cloud storage providers than FQ. We would like to be able to sync box.com (or another provider) with our server rather than having to save files directly, but have been unable to find a solution for this. Our IT policy does not allow us to sync from our desktops. Review Source RC Ryan C. Senior Accountant Accounting Used the software for: Less than 6 months ### "Probably one of the best products for accountants in years." September 21, 2017 5.0 It helped us effectively transition from a quarterly close process to a monthly close process. Additionally, it has helped us to organize and streamline our balance sheet reconciliations while eliminating wasteful processes. Pros I love the hash-tag feature because it provides the user with the flexibility and computational power of Excel with the robustness of a reconciliation data warehouse. Additionally, the checklist feature is a great way to plan out your month and your financial close. We also use FloQast to capture audit evidence surrounding review and approvals. This has been paramount to our success in both internal and external audits. Cons I wish you could rename folders within the FloQast application; however, I have faith that this feature will be added with time. Review Source EG Emily G. Used the software for: ### "Great Product and Customer Service!" April 26, 2017 5.0 This software has sufficiently helped and improved our close process. Prior to FloQast we were using excel timelines and calendars that we would forget to update. FloQast sends us daily reminders and updates each month to keep us up to date with the status of the close and how we can close the books faster in future months. The General Ledger connection to NetSuite has been a huge help to our process as well. This feature has allowed us to monitor and know when a balance changes in NetSuite and make sure we update our reconciliations and supporting documents accordingly. The customer service team is always very responsive and friendly. They clearly detail how to solve the issue. Thank you FloQast! Review Source JC Jacqueline C. Accounting Analyst Biotechnology Used the software for: Less than 6 months ### "Easy to Use Product that Refines Close Processes" October 20, 2021 5.0 My team has had a very postitive experience using FloQast. Aside from how much we are utilizing the product, we also have had the pleasure of working with a great team at FloQast who have provided excellent customer service. Pros \- Simple and easy-to-use interface - I love being able to continue to utilize excel, while still having an organized and defined close and checklist process -Helpful customer service Cons We have not been able to automate our trial balances to upload directly into Floqast. Another con would be not having our SAP Journal Entry template be able to sync up with the prepaid auto-rec. Review Source JW Judith W. Controller Railroad Manufacture Used the software for: Less than 6 months ### "At the Speed of FloQast" July 31, 2023 5.0 Keeping everything in one place an organized I really like the adaptability of FloQast. Pros I love the Reconciliation flow of FloQast. It saves time and money on actions that used to take longer to preform. Cons AutoRec on the Prepaid account is my favorite item at this time. I love that it keeps everything straight and in order. Previous used Excel and the hum error rate was high with FloQast the AI is always on target. Review Source SA Steven A. Financial Controller Outsourcing/Offshoring Used the software for: 1-2 years ### "Invaluable to our organization in standardizing our financial close" November 3, 2017 5.0 Pros The reconciliation feature is what our team enjoys the most about the software . It has really transformed our review process. Cons Dashboard view is limited at the summary level. Cannot filter notes by who I have assigned them to. Review Source Response from FloQast November 7, 2017 Hi Steve! Thanks for the comment. On the Review Notes page, there are Filtering options for you to use. You can filter by names or terms in the search box, and also by which notes are assigned to you, which notes you've assigned out, etc. Hope this helps! JQ Jeff Q. Used the software for: ### "The holy grail of financial closing process management" April 25, 2017 5.0 Closing the books is like herding gnats unless you take a very systematic, measured approach and are able to effectively measure progress. Closing the books accurately, requires analysis of the various balance sheets "as" the books are closed (not as a post closing task). Many accountants try to argue that, due to time constraints, this is just not possible. Many accountants are wrong. Floqast addresses all of these issues and does with ease. It's simple and it works. Hands down, one of the best applications I have ever used. Review Source Similar Products Featured ## Related categories [Financial Close](https://www.capterra.com/financial-close-software/)[Financial Management](https://www.capterra.com/financial-management-software/)[General Ledger](https://www.capterra.com/general-ledger-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.