Close Management

Bring Structure, Visibility, & Control to Every Close

Manage the checklists, reconciliations, operations, and projects behind your close in one platform, with AI built in.

See Where the Close Stands

Track every task, reconciliation, and sign-off in one view to catch issues before they delay the close.

Standardize Your Workflows

Set owners, due dates, and review steps for the close and beyond so every period runs consistently.

Stay Audit-Ready

Keep support, review notes, and sign-offs attached to the work, giving auditors a clear record of every change.

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Explore FloQast Close Management

Close Checklist

Centralize and standardize your close with intelligent checklists that track every task by owner, entity, task duration, dependencies and due date.

Dashboards flag at-risk tasks early, and checklists roll forward automatically so each period starts ready to go.

Account Reconciliations

Tie balances to support, track reconciling items, and enforce review and sign-off from one central workspace.

A completeness check confirms every account is reconciled before you close, with the record your auditors need.

Accounting Operations

Extend the structure of your close to Accounts Payable, Compliance, FP&A, Reporting, and other recurring workflows.

Share tasks, roles, and deadlines across teams, and use real-time dashboards to manage by exception.

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Projects

Coordinate, track, and collaborate on every initiative in one place, from system implementations and audits to onboarding and M&A.

See who owns what, what's on track, and what's about to slip across every team and project.

AI Assistant

Ask where the close stands or what looks off in a reconciliation, and get answers from your own close records.

Every answer shows its reasoning and follows your existing permissions, so you can verify it before you act.

“FloQast provided us with a more comprehensive understanding of our close process, including the tasks and progress of each team member. This allowed us to assess roles and responsibilities at a higher level, ensuring we had the right people in the right positions. From an organizational standpoint, this was incredibly beneficial and helped streamline our operations.”

Sara Del Rio, Global Controller,
Gong

Best Practices for Managing Account Reconciliations

One finance team cut its month-end close from 14 days to 4.

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This guide breaks down the reconciliation practices behind results like that, from risk-based scheduling to AI-powered matching.

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