Floqast Transform AI Agents
Unlock Your Competitive Edge
Build your own no-code AI agents to automate complex accounting workflows across close management, compliance, and reporting. Empower your team with auditable AI that turns preparers into reviewers.
Trusted by 3,000+ global companies
Adaptable,
Auditable AI
Stay Ahead of Change
Built-in accounting and business rules maintain control and flexibly adapt to changes across your data, processes, and organization.
Get Auditable Results
Keep Accounting in the loop at every step of your automation journey to ensure full traceability and that your technology works for—not against—you.
Bespoke Automation
Automate multi-step, recurring workflows using natural language—not complex code—to deliver technology outcomes that align with your business objectives.
Ethical & Responsible AI Innovation
FloQast is prioritizing transparent and accountable AI innovation and is one of the first accounting technology vendors globally to achieve ISO/IEC 42001 certification.
Add Value, Not Effort
Gather & Prepare Your Data
FloQast AI Agents ingest data from your trusted sources and use natural language inputs to transform data into usable formats for task execution.
Build & Test in Real-Time
Apply relevant accounting assumptions and business rules using a no-code approach, and test your changes in a controlled environment to ensure expected outcomes.
Deploy & Optimize
Set AI Agents to execute tasks and workflows automatically in future periods and supervise results to enable continuous accounting process improvement.
Execute Common Accounting Workflows and Customize AI Agents to Fit Your Needs
Reconciliation Agent
Automatically match and reconcile transactions across multiple source systems and flag discrepancies for greater accuracy and faster issue resolution.
Task Agent
Automate a broad range of routine communications—from requests for information to reminders—and checklist tasks to streamline close coordination.
Journal Entry Agent
Automate the end-to-end journal entry process—from journal preparation to ERP posting—to enhance accuracy and maintain an auditable record.
Financial Insight Agent
Automatically produce period-over-period explanations on financial statements and identify unorthodox transactions to monitor for risk and understand business performance.
Data Transformation Agent
Ingest data from multiple ERPs and source systems and convert data into required formats to enable analysis and ensure data accuracy and consistency.
Custom Agent
Create your own AI agent to automate workflows of your choice and to meet your unique needs.
FloQast Transform
Build no-code AI agents to automate complex accounting workflows—at scale. By combining preconfigured accounting rules with prompt-based agent builder capabilities, FloQast Transform enables rapid iteration and deployment so accounting teams can accelerate time to productivity and adapt quickly to ongoing change.
Download the Product Overview
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Schedule a Personalized Demo
Get a deeper dive into FloQast to see how it can work for you and your team.
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Get in touch with a member of our team. We’ll help you find the right solutions and pricing for your business.
