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.
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.

FloQast pricing: plans, fees and trial terms

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
AnnouncedRoundAmountLed bySource
April 10, 2024Series E$100MICONIQ Growthfloqast.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.

  1. www.floqast.com/close-ai
  2. www.floqast.com/close-ai/products/ai-agents
  3. www.floqast.com/close-ai/products/genai-governance-framework
  4. www.floqast.com/pricing
  5. www.floqast.com/integrations
  6. www.floqast.com/integrations-erps
  7. www.floqast.com/solutions/erps/netsuite
  8. www.floqast.com/solutions/erps/sage-intacct
  9. www.floqast.com/solutions/erps/xero-integration
  10. www.floqast.com/solutions/erps/microsoft
  11. www.floqast.com/press-releases/floqast-supercharges-financial-efficiency-for-microsoft-erp-customers-with-microsoft-dynamics-365-business-central-integration
  12. www.floqast.com/trust-and-security
  13. www.floqast.com/security
  14. www.floqast.com/privacy-policy
  15. www.floqast.com/about
  16. www.floqast.com/press
  17. www.floqast.com/press-releases/floqast-launches-auditable-ai-agents-to-bridge-the-talent-gap-and-elevate-accountants-from-preparers-to-strategic-reviewers
  18. www.floqast.com/press-releases/floqast-takecontrol-2026-ai-accounting-innovations
  19. www.floqast.com/press-releases/floqast-hits-200-million-arr
  20. www.floqast.com/press-releases/floqast-achieves-iso-27701-certification
  21. floqast.com/press/floqast-secures-100-million-in-series-e-funding-achieving-1-6-billion-valuation/
  22. www.floqast.com/blog/looking-back-the-impact-of-series-e-funding-on-floqasts-evolution
  23. 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.