FloQast Close

Accounting & Financial | Accounting Software

https://floqast.com/ 8186988262

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Product Overview

Closing the books is all too frequently a manual, error-prone and time-consuming process. FloQast Close provides a single place for your team to manage month-end close tasks, enhance accountability, improve accuracy, and collaborate effectively from anywhere.

Save Time

Shave days off your close by improving team coordination and streamlining the process. Give your team more time to focus on other, more strategic projects.

Increase Accuracy

Be confident that reported numbers are correct the first time with integrated sign-offs, automated trial balance tie-outs, and alerts if balances change.

Improve Collaboration

Give your team a better way to work together to close the books. Everyone involved can easily view the status of all tasks, see notes and easily communicate from wherever they are working.

Specifications

At-a-Glance Updates

Always know where you are in your close. Track outstanding tasks from a single dashboard. Ensure team members meet deadlines and identify opportunities to reallocate resources to guarantee the close is finished in a timely manner, every month.

Collaborative Close Checklist

Ensure your team knows exactly what it needs to do for a smooth close. Assign tasks to team members and allow them to easily document their work with file attachments and sign-offs. Use review notes to streamline month-end communication, provide qualitative feedback, document evidence of review, and get the team working as one.

Reconciliations Always Tied Out

View a roll-up of all reconciliations and variances on one screen. Always know which accounts are reconciled or out of balance. Seamless integration with your ERP and Excel account reconciliations automates the tie-out process. Get alerts automatically when amounts change after sign-offs are complete.

Review Notes Finally Organized

Attach review notes to any checklist items or reconciliations. Assign to team members and change review note status as items are resolved and then closed. Share via Slack for real-time notifications and updates. Visit the review notes tab to view a roll-up of all review notes based on status.