Webinar

Booking Cash Journal Entries Before Month-End, From Bank Feed to ERP

How a custom-built FloQast agent books routine entries from your own rules, while your team reviews every exception
Wednesday
,
Oct 21
 –
12:00 pm
 
ET
 /
9:00 am
 
PT
CPE/CPD Credit
Registration has been closed.

Please email the event organizer to determine if additional capacity is available or to be added to the event waitlist:
Webinar

Booking Cash Journal Entries Before Month-End, From Bank Feed to ERP

How a custom-built FloQast agent books routine entries from your own rules, while your team reviews every exception
Wednesday
,
Oct 21
 –
12:00 pm
 
ET
 /
9:00 am
 
PT
CPE/CPD Credit
Registration has been closed.

Please email the event organizer to determine if additional capacity is available or to be added to the event waitlist:
Featured Speakers
Featured Speakers & Guests
Featured Guests
Featured Guest
Eugenio Aleman
Sr. Product Marketing Manager
Aman Khurana
Associate FDA
Sponsored By
Brought To You By
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Most of your cash activity repeats every month, but it still waits for month-end to get booked one line at a time. In this live demo, Aman Khurana walks through a custom-built FloQast agent that pulls bank data from an automated feed, books routine entries based on your own rules, and identifies the outlier transactions. Instead of working through thousands of transactions by hand, accounting teams can focus on the few remaining transactions that actually needed analysis.

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In this session, you'll see:

  • How FloQast's AI Agents can receive bank data without requiring manual downloads, and how agents can be run daily, weekly, or on any date range you pick
  • How you can use your own unique mapping rules to book routine entries while maintaining the flexibility to take recurring exceptions and turn them into rules for the next run
  • What still lands with your team, and why entries posted the same way every time make the reconciliation easier afterward
Registration has been closed.

Please email the event organizer to determine if additional capacity is available or to be added to the event waitlist:
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Featured Speakers
Featured Speakers & Guests
Featured Guests
Featured Guest
Eugenio Aleman
Sr. Product Marketing Manager
Aman Khurana
Associate FDA

Attendees are eligible for 1 CPE Credit.

  • Recommended field of study: Accounting
  • Prerequisite: None
  • Program Level: Basic
  • Advanced Preparation Required: None
  • Delivery Method: Group Internet Based
  • CPE (or CPD) Credit: 1
  • CPE Cost: Free

FloQast is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies, please contact us at cpe@floqast.com.

FloQast is registered with The CPD Certification Service as a sponsor of continuing professional education. Boards of accountancy have final authority on the acceptance of individual courses for CPD credit. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies, please contact us at info@floqast.com.‍