We integrate FloQast with your ERP, payroll, and reconciliation stack—NetSuite, Oracle, ADP, Snowflake, and BlackLine—to automate trial balance pulls, flux analysis, and reconciliations. Using FloQast’s native APIs, connector tools, and file-based integrations, we build pipelines that eliminate manual reconciliations, surface exceptions in real-time, and keep your GL tied to what actually happened. Your month-end process stops being reactive and becomes controlled, predictable, and fast.

We configure FloQast to align with your entity structure, close calendar, and materiality thresholds—mapping ERP accounts to reconciliation folders, building preparer/approver workflows, and connecting key Excel-based reconciliations into a central, traceable system. Whether you’re tracking cash, AP, intercompany, or prepaid schedules—we design a structure that scales and supports automation, not spreadsheets.

We refactor underperforming FloQast environments—consolidating templates, removing stale folders, optimizing review steps, and enabling auto-certification wherever possible. We redesign your close workflows to focus on exceptions, not checklists—accelerating your time-to-close while tightening internal controls. You don’t just close faster—you close smarter.

We build out full documentation for your FloQast implementation—account mappings, reconciliation logic, policy thresholds, variance workflows, and approval procedures. Every schedule, sign-off, and change is traceable and ready for SOX, internal audit, or external audit. We also train your accounting team and cross-functional approvers so no one’s guessing how the system works during crunch time.

Rolling out FloQast for the first time? Expanding it globally? We manage the full engagement—chart of accounts mapping, template design, Excel schedule optimization, user enablement, and post-launch cleanup. We align Accounting, Finance, and IT around one clear goal: a faster, cleaner, and more automated close process.

We extend FloQast beyond checklist close into real financial operations intelligence—integrating reconciliation metadata and variance logs into Snowflake, Power BI, or your analytics stack. We tie close data to FP&A planning cycles, accrual workflows, and audit timelines, giving your leadership real-time visibility into what’s done, what’s late, and what’s off. Your close process becomes a strategic asset—not a fire drill.