FloQast Transform
AI Prepares. Your Team Reviews.
The AI layer built into the platform your close already runs on. An assistant on every page, agents built from your finished work, prebuilt agents you tailor to your close.
Trusted by 3,500+ global companies
What Changes When Agents Do the Prep
Knowledge the Whole Team Keeps
Training an agent on a workflow moves the know-how out of one person's head and into a process the whole team can see, run, and improve. The work goes the same way every cycle, and everyone knows why.
Built to Pass an Audit
Every agent is tested on your own data, every flag shows its reasoning, and an accountant signs off before it runs. Transform captures the audit evidence as it works, ready before they ask.
Same Team, Bigger Close
New entities, new revenue streams, new business lines: each one adds close work. Describe the change and the agent takes it on, so the close grows with the business, and the team you have stays ahead of it.
Explore FloQast Transform AI Agents
Builder
Hand Transform a finished close, or describe the inputs and outputs you need, and it rebuilds the process into a governed agent. Or skip the AI and build it yourself, step by step. Either way, you get an end-to-end workflow, verified against your own close before it runs.
Skills
Accounting actions your team runs every close, packaged as reusable building blocks: fetch a trial balance, create a journal entry, validate the data, or post the reconciliation. Connect them, and the process map is the agent: automation and documentation in one step.
Library
Start from a prebuilt agent for the work every close has, so you're most of the way there before you begin. Tailor it to your accounts, entities, and policies by describing them, or adjust any step yourself. No need to start from scratch.
AI Agent Builder Badge
Building an AI agent might sound intimidating, but it doesn't have to be. Our free, hands-on program guides you step-by-step to build powerful AI agents and transform your accounting workflows—no technical background needed.
"As an AI company, our whole team takes a first-principles approach to everything we do. We were incredibly excited about the prospect of using an AI-driven platform like FloQast Transform to internally reimagine how finance and accounting work could be performed. We actually implemented FloQast faster than we needed to just to get to the AI agents that we’re using today."
Jonathan Mears, VP of Finance,
Liquid AI
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