FloQast AI Assistant

Get Answers From Your Own Close

Ask where the close stands or what looks off in a reconciliation. You get a straight answer from your own records, with the reasoning behind it.

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Your Assistant on Every Page

The Close Keeps Moving

Preparers stop waiting for a manager to answer. Managers stop chasing status. The answer comes back the moment you ask, and the hours go back into the close.

Knows Your Close, Not Just Accounting

An answer about accounting in general isn't an answer about your close. The assistant reads your own checklist and reconciliations, and answers like a colleague who knows them, including reasoning, so you can check them.

Held to the Standard of Your Close

AI in the close has to meet the same bar as the rest of the close. Existing permissions and entity access govern every answer, and guardrails are built to keep the assistant on accounting work.

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Know Where Your Close Stands

Ask what's outstanding, which reconciliations are open, how a balance compares to last month, and what's waiting on you. You get a plain answer, so you know what to chase and what can wait before the check-in, not during it.

A Second Set of Eyes

Ask what looks off before the work goes to review. The answer comes from your own close, the entities, accounts, and reconciliations you work in, so the figures are real, and you can verify them. Fewer review notes, and the close keeps moving.

First Pass Review on Every Journal

Ask for a review before you submit. It checks for duplicate postings, missing reversal dates, empty subledger lines, and account and dimension pairs your team has never used, then scores audit risk and explains what it found. Approve the fixes you agree with, and it makes them so the entry reach your reviewer clean.

Build it Once. It Runs every Close.

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A close is full of workflows that repeat — pull the data, build the entry, tie it out, and post. Agents automate those end-to-end: build one from a close you've already done, run it with a click each period, and keep control of every result.

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“We’ve redefined our roles: AI serves as the new preparer. Our staff and seniors have transitioned into first-level reviewers, allowing leadership to focus more deeply on high-risk areas and strategic initiatives.”

Blake Winchester, Director of Accounting,
HubSpot
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