Record verified
FloQast
FloQast sells month-end close software for corporate accounting teams, covering close checklists, account reconciliations, journal entries, flux analysis and SOX and compliance management. Its AI tools include agents that teams build from their own past close files, AI transaction matching, drafted variance explanations and an assistant that reviews journal entries before approval.
- SOC 2
- Type II
- Trains on customer data
- Unconfirmed
- Human review
- Human review
- Pricing
- Quote only
What the AI does
- AI Agents, built in FloQast Transform from a completed close without code, automate recurring work such as accrual journal entries and data clean-up
- AI Matching pairs high-volume transactions using natural-language rules and sends unmatched items to staff
- AI Variance Analysis drafts flux explanations against prior periods and budget for team review
- AI Assistant reviews a submitted journal entry on request, flagging errors and explaining its reasoning
- Detect learns normal general-ledger patterns and flags anomalies for routed review and sign-off
Summarized from floqast.com.
Facts, checked against the source
- Category
- Close & reconciliationSource: floqast.com (opens in a new tab)
- Built for
- Unconfirmed
- Ledger integrations
- NetSuite, Sage Intacct, Xero, Microsoft DynamicsAlso documents: SAP, Workday, Oracle, Yardi, Coupa, Microsoft SharePoint, Slack, Microsoft Teams.Source: floqast.com (opens in a new tab)
- Pricing
- Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
- Free plan
- UnconfirmedPricing is not public or does not say.
- SOC 2
- Type IISource: help.floqast.com (opens in a new tab)
- Trains on customer data
- UnconfirmedWe could not find a published statement that answers the question.
- Human review
- Human reviewFloQast says each agent shows its reasoning and an accountant signs off before it runs, that variance explanations are drafts for review, and that a reviewer makes the final call on journal entries the AI Assistant flags.Source: floqast.com (opens in a new tab)
- Company
- Privately held. Founded 2013, based in Los Angeles, CASource: floqast.com (opens in a new tab)
- Funding
- Last round: Series E, $100M, April 10, 2024Investors named: ICONIQ Growth, BDT & MSD Partners, WiL (World Innovation Lab), Meritech Capital, Sapphire VenturesSource: floqast.com (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| April 10, 2024 | Series E | $100M | ICONIQ Growth | floqast.com |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- www.floqast.com/close-ai
- www.floqast.com/close-ai/products/ai-agents
- www.floqast.com/close-ai/products/genai-governance-framework
- www.floqast.com/pricing
- www.floqast.com/integrations
- www.floqast.com/integrations-erps
- www.floqast.com/solutions/erps/netsuite
- www.floqast.com/solutions/erps/sage-intacct
- www.floqast.com/solutions/erps/xero-integration
- www.floqast.com/solutions/erps/microsoft
- www.floqast.com/press-releases/floqast-supercharges-financial-efficiency-for-microsoft-erp-customers-with-microsoft-dynamics-365-business-central-integration
- www.floqast.com/trust-and-security
- www.floqast.com/security
- www.floqast.com/privacy-policy
- www.floqast.com/about
- www.floqast.com/press
- www.floqast.com/press-releases/floqast-launches-auditable-ai-agents-to-bridge-the-talent-gap-and-elevate-accountants-from-preparers-to-strategic-reviewers
- www.floqast.com/press-releases/floqast-takecontrol-2026-ai-accounting-innovations
- www.floqast.com/press-releases/floqast-hits-200-million-arr
- www.floqast.com/press-releases/floqast-achieves-iso-27701-certification
- floqast.com/press/floqast-secures-100-million-in-series-e-funding-achieving-1-6-billion-valuation/
- www.floqast.com/blog/looking-back-the-impact-of-series-e-funding-on-floqasts-evolution
- help.floqast.com/hc/en-us/articles/4412304668955-SOC-1-SOC-2-and-ISO-27001-Reports
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
FloQast questions
- Does FloQast train AI on customer data?
- We could not find a published FloQast policy that says whether customer data is used to train AI models.
- Does FloQast have SOC 2?
- FloQast states that it holds a SOC 2 Type II report.
- Which accounting systems does FloQast integrate with?
- FloQast documents integrations with NetSuite, Sage Intacct, Xero and Microsoft Dynamics.
- How much does FloQast cost?
- FloQast does not publish prices; pricing is by quote.
- What are alternatives to FloQast?
- Other close & reconciliation tools in this directory include BlackLine, Campfire, Copilot in Dynamics 365 Finance, Double and Ledge.