The Next Evolution of Accounting AI: Visual, Agentic, and Built by You.

The Visual Agent Builder makes FloQast Transform’s AI automation more intuitive, more transparent, and faster to build—without touching a line of code.

Your to-do list isn’t getting shorter. If anything, the expectation is that your team does more—more analysis, more reporting, more oversight—while the monthly close still has the same hard deadline it always did. You already know the problem.

FloQast Transform AI Agent Builder was built as a direct answer to that pressure. The idea: give accounting teams the ability to automate repetitive, rules-based workflows without requiring a developer, an IT ticket, or a months-long implementation project. Build an agent yourself, train it on your process, and let it handle the grunt work while you focus on the judgment calls that actually need your expertise.

The AI Agents Builder has been doing that job — and your teams have been doing a lot with it. As more accountants started building and deploying agents, we were intentional about listening to you, the boots on the ground, and the consensus was clear: we want to do even more, even faster. So we listened, and Visual Agent Builder is what came out of it — a UX improvement designed to make building agents more intuitive and your automated workflows easier to see at a glance.

What's the Visual Agent Builder?

The Visual Agent Builder is an updated interface within FloQast Transform built around a drag-and-drop canvas. Instead of manually defining a workflow, you see the workflow. Steps are represented visually, connected in a logical flow that reads like a process map — because it is a process map.

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The building blocks are called Skills—modular, pre-built actions that your agents can perform. Think of them as the accounting functions your team executes every close, packaged into reusable components. The Phase 1 Skills library includes:

• ERP Connectors: Create Journal Entry, Fetch Trial Balance, Post Reconciliation
• Validation: Data Integrity Check, Input/Output Mapping

You drag Skills onto the canvas, connect them in sequence, and configure inputs and outputs in-place, with a side-by-side view of your data. The builder validates your work as you go—if a step is missing a required input or a connection is broken, you see it immediately, before anything has touched your GL.

Want to see it in action? FloQast Solutions Consultant Billy Klein walks through the Visual Agent Builder—from blank canvas to running agent.

[ VIDEO EMBED PLACEHOLDER — Billy Klein VAB Demo ]

Why This Matters for Your Team

Here’s a scenario that should feel familiar: someone on your team has a deep understanding of a complex reconciliation workflow. They know every exception condition, every approval threshold, every quirk. That knowledge lives in their head—or, if you’re lucky, in a PDF that may or may not be up to date.

With the Visual Agent Builder, the process map is the automation. As you drag Skills onto the canvas and connect them, you’re simultaneously documenting the workflow and building the agent that runs it. The SOP and the execution are the same artifact—visual, auditable, and editable without calling anyone.

HubSpot’s accounting team has been doing exactly this with FloQast Transform—building agents to handle reconciliations, automate transaction entry, and manage allocations. If you want to hear how they approached it, we sat down with them to find out.

A few specific improvements worth noting:

• Transparency at the step level. Click any Skill on the canvas to see exactly where data came from and where it’s going. Think of it as the formula bar for your close process.
• A safe-to-test sandbox. Run the agent through a dress rehearsal before it goes live. Every logic branch, every output, fully visible before anything posts.
• No IT required to update. If your process changes—a new entity, a revised threshold, an additional approval step—you update the agent yourself. Drag in a new Skill, adjust the logic, done.
• Deploy across entities. Build it once, deploy the standard everywhere. Consistency across the org without individual configuration for each entity.

‍A Note on the Transition

If you’re already a FloQast Transform user, the Visual Agent Builder is live. You’ll be able to toggle between the new interface and the previous version—use both while you get comfortable, switch on your timeline. The old interface isn’t going away immediately, so there’s no pressure to rebuild anything before you’re ready.

Earlier today, we hosted a FloLabs session covering FloQast Transform and AI Agents broadly—including a look at the Visual Agent Builder before it goes live. Be sure to check it out and learn more about how VAB works.

See It for Yourself

Better tooling doesn’t usually announce itself with fanfare—it just makes the next close a little less exhausting than the last one. The Visual Agent Builder is that kind of improvement.

If you’re already using Transform, log in on March 31 and give the new canvas a look. Want to go deeper first? Watch the on-demand webinar for a walkthrough of Transform and the Visual Agent Builder in action. If you’re not yet on Transform and want to see what automated close workflows could look like for your team, request a demo, and we’ll show you.

FloQast Transform’s Visual Agent Builder launches March 31, 2026. Existing Transform customers will have access on launch day with a toggle to switch between the new and previous interfaces.

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