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FloQast — AI for Accounting, Bookkeeping & Tax

Leverage AI to automate accounting workflows, elevate preparers to reviewers, and reduce audit fees.

The first accounting transformation platform powered by AI Agents.

What is FloQast?

FloQast: Leverage AI to automate accounting workflows, elevate preparers to reviewers, and reduce audit fees. No free plan. Zekai's independent review scores it 9.1 out of 10. Best for accounting teams automating the month-end close.

Facts checked 29 Oct 2026.

DifferentiatorAI agents that automate workflows and a 'by accountants, for accountants' design.
ProofTrusted by 3,500+ global companies.
Explore FloQast
Pricing on request
9.1 Zekai
AI-Powered Close Automation
AI for Accounting, Bookkeeping & Tax
Ease of Use
9.2
Accuracy
9.2
Value
8.6
Time Saving
9.4
3,500+Users
9.1/10Zekai Score
AI AgentsClose AutomationCompliance ManagementERP IntegrationAudit-Ready
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Zekai Verdict

What is it?
FloQast is an AI-powered accounting transformation platform designed by CPAs to automate and streamline the entire financial close process.
Best for
It's best for accounting teams looking to automate the entire close process, from reconciliations to reporting, using a…
Not ideal for
Pricing is not transparent and requires contacting sales for a custom quote.
Price
Pricing on request
Zekai Score
9.1/10
Hand-scored by Zekai

Top AI for Accounting, Bookkeeping & Tax picks

See all 97 AI tools for Accountants →
⚡ Quick answer

FloQast is a leading AI platform for Accounting, Bookkeeping & Tax professionals, designed to automate and streamline the financial close process. It uses AI to automate reconciliations, generate variance explanations, and manage compliance.

CategoryAccounting Close Automation
Best forAccounting teams automating the month-end close.
Price fromPricing on request
Free planNo
DifferentiatorAI agents that automate workflows and a 'by accountants, for accountants' design.
ProofTrusted by 3,500+ global companies.
Rating9.1/10
📖 About FloQast
How It Works

Your workflow, automated

1
Connect Your ERP
Integrate FloQast with your existing systems like NetSuite, Sage, or SAP to centralize financial data.
2
Automate Reconciliations
Use AI Transaction Matching to automatically reconcile thousands of transactions and flag exceptions for review.
3
Close with Confidence
Manage the close via a centralized checklist, get AI-powered variance explanations, and generate audit-ready reports.
Ready to automate your workflow with FloQast?
Explore FloQast →
Real Impact

Before & After

❌ Before

Manual, spreadsheet-driven month-end close with poor visibility and endless follow-ups.

✅ After

Automated, centralized close process with real-time visibility, fewer errors, and faster audits.

Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Draft Journal Entries

Draft journal entries for the month-end close based on the provided transaction data. Ensure all entries are supported by relevant documentation and flag any exceptions for review.

Reconcile Bank Statements

Reconcile the attached bank statements with our general ledger for the period [Start Date] to [End Date]. Identify any discrepancies, flag them with supporting details, and prepare a summary report of matched…

Flag Closing Process Bottlenecks

Analyze the financial close process for the last quarter and identify any bottlenecks or areas of inefficiency. Provide data-driven insights on where delays occurred and suggest specific actions to improve workflow…

AI Prompts

Prompts for Accountants

Prompt 01 Draft Month-End Variance Commentary
Act as a senior staff accountant. I am providing you with anonymized variance data for [[Client Name]] for the period ending [[Date]]. The data shows: • Revenue: [[X]]% over/under budget • COGS: [[Y]]% over/under budget • Operating…
Prompt 02 Create a GL Reconciliation Checklist
Act as an accounting manager creating a standard operating procedure (SOP). Generate a detailed month-end checklist for reconciling the following general ledger accounts: • Cash • Accounts Receivable • Accounts Payable • Prepaid Expenses •…
Prompt 03 Identify Potential Accruals
Act as a controller reviewing a list of expenses from [[Month, Year]]. I need to identify potential prepaid expenses or accruals for the month-end close.
See all 61 AI prompts for Accountants →
Social Proof

Trusted by 3,500+

3,500+ professionals using this tool
Ease of Use
9.2
Accuracy
9.2
Value
8.6
Time Saving
9.4
3,500+ professionals are already using this tool.
See Plans & Pricing →
Connects With

FloQast integrations

NetSuite Sage Intacct Microsoft SAP Xero Workday
Setup complexity: Platform
FloQast is an AI-powered accounting transformation platform designed by CPAs to automate and streamline the entire financial close process. It centralizes workflows, automates reconciliations and journal entries, and enhances compliance, turning your accounting team into a more strategic, efficient function.
Comparison

Best FloQast alternatives

FloQast's primary competitor is often the status quo: managing the close with spreadsheets and email. While spreadsheets are familiar, they lack centralization, automation, and a clear audit trail. FloQast provides a single source of truth, automates reconciliations and follow-ups with AI, and offers real-time visibility. Choose FloQast when your team spends more time chasing data and updating trackers than analyzing results. Stick with manual processes only if your close is extremely simple and involves very few team members or reconciliations.

The decision

Is FloQast worth it?

Return on investment
By saving a reported average of 27 hours per month on close activities, FloQast allows accounting teams to shift focus from manual tasks to strategic review.
Built for
Controllers, Accounting Managers, and CFOs in mid-market to enterprise companies seeking to automate and standardize their financial close, compliance, and reporting workflows.
Effort to adopt
Platform
Compliance
FloQast has achieved ISO 42001 certification for responsible AI development and offers features for SOX compliance management, enterprise risk management, and automated IT compliance framework mapping. Its platform is designed to be audit-ready.
Who It's For

Why Accounting, Bookkeeping & Tax choose this tool

🎯
Built for
It's best for accounting teams looking to automate the entire close process, from reconciliations to reporting, using a unified AI-powered platform.
In-Depth Overview
For accounting professionals tired of the manual grind of the month-end close, FloQast offers a direct path to automation and efficiency. It was built 'by accountants for accountants,' ensuring the platform feels intuitive rather than like another piece of IT-heavy software. FloQast's AI Agents are the core of its power, automating tedious tasks like transaction matching, variance explanations, and data requests. This shifts your team's role from preparer to reviewer, focusing their expertise on exceptions and analysis. With direct integrations to major ERPs like NetSuite, SAP, and Sage Intacct, it unifies your tech stack. The platform's focus on auditable, ethical AI, validated by its ISO 42001 certification, provides the assurance needed for strict compliance and smoother audits.

Key Use Cases

💼
Accelerate the Month-End Close by 20%
Controller
Use FloQast's centralized platform to manage checklists, automate reconciliations with AI, and gain real-time visibility into your team's progress, eliminating manual follow-ups.
Hours saved per month
✓ Pros
Reduces time to close and reconciliation time.
Built by CPAs, ensuring an intuitive, accountant-centric design.
Pricing is not per-user, making it scalable for growing teams.
Strong focus on auditable AI with ISO 42001 certification.
Integrates with major ERPs including NetSuite, Sage Intacct, Microsoft, and SAP.
· Cons
Pricing is not transparent and requires contacting sales for a custom quote.
May be overly comprehensive for very small businesses with simple close processes.
Implementation requires a dedicated process, not an instant-start setup.
Focus is primarily on the close process, not all-in-one accounting functions.
⚡ Editorial Verdict

FloQast is a powerful, comprehensive platform that delivers on its promise of automating the financial close. Its AI-driven features for reconciliation and compliance are top-tier, and the 'by accountants' design philosophy makes it highly practical. The primary trade-off is the lack of public pricing, which requires a sales demo and may be a barrier for teams seeking a quick, self-serve solution.

Questions & Answers

Frequently asked questions

What is the best AI tool for automating the financial close process?

+
FloQast is a leading AI platform specifically designed to automate the financial close. It uses AI to manage checklists, automate reconciliations, analyze variances, and streamline compliance.

How does FloQast use AI to help accountants?

+
FloQast uses AI in several ways: AI Transaction Matching automates reconciliations, AI Variance Analysis writes flux explanations, and AI Agents can be built with no-code tools to automate custom workflows like accruals. This frees accountants from manual data entry and follow-up.

Can AI help reduce audit time for my accounting team?

+
Yes, a platform like FloQast can significantly reduce audit time. It centralizes documentation, automates evidence collection for controls, and creates a clear, auditable trail for all close activities.

Is there a per-user fee for FloQast?

+
No, FloQast states its pricing is built around value and business outcomes, not headcount. This allows you to empower your entire accounting team without incurring additional per-user costs as you grow.

Which AI platform is best for SOX compliance automation?

+
FloQast's Connected Compliance module is purpose-built for SOX compliance. It automates evidence collection, manages enterprise risk programs with real-time monitoring, and maps controls to compliance frameworks to streamline audits.

What AI tools are built specifically for accountants by accountants?

+
FloQast was founded and built by CPAs. This background ensures the software's design, features, and workflows are intuitive and directly address the real-world pain points of accounting professionals.

Last reviewed:

Plans & Pricing

FloQast pricing and plans

Enterprise
Pricing on request
Tailored for teams and large organisations.
Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

See all 97 AI tools for Accountants →
Free guide

Take it with you

Why FloQast is Your New Close Co-Pilot
  • Centralize your entire month-end checklist.
  • Automate tedious reconciliations with AI.
  • Gain real-time visibility into team progress.
  • Standardize controls and simplify audits.
  • Free up your team for high-value analysis.
+3 more steps inside the guide
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AI Directory

About FloQast

Full Description

FloQast is an AI-powered accounting transformation platform designed by CPAs to automate and streamline the entire financial close process. It centralizes workflows, automates reconciliations and journal entries, and enhances compliance, turning your accounting team into a more strategic, efficient function.

Editorial Verdict

FloQast is a powerful, comprehensive platform that delivers on its promise of automating the financial close. Its AI-driven features for reconciliation and compliance are top-tier, and the 'by accountants' design philosophy makes it highly practical. The primary trade-off is the lack of public pricing, which requires a sales demo and may be a barrier for teams seeking a quick, self-serve solution.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to FloQast unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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