How Salad and Go Matches 98% of 50k+ Transactions in Seconds with FloQast AI Transaction Matching

When Salad and Go sought to streamline reconciliations for over 50,000 monthly transactions, the accounting team faced a time-consuming manual process that consumed hours each day. By implementing FloQast AI Transaction Matching, the team automated 98% of these reconciliations, reducing daily workload from four hours to less than one and enabling real-time oversight. 

The accounting team manually matched transactions from the company’s POS system to corresponding bank deposits, a practice that consumed approximately four hours daily and left little capacity for proactive financial analysis. With the implementation of FloQast AI Transaction Matching, Salad and Go transformed this process, achieving 98% automation and enabling them to match these transactions in seconds, streamlining operations and freeing up significant time.

Choosing FloQast

Salad and Go evaluated multiple solutions before selecting FloQast for its intuitive interface and capabilities beyond the close. 

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“We knew about the reconciliations, but the unlimited workflows were the deciding factor. We could get accounts payable, payroll, and other checklists outside of the close, where other solutions were more close-centered,” shared the former Senior Accounting Director.

Senior Accounting Manager Adara McGrane added “I liked FloQast the best just from the user experience. It felt very clean and user-friendly. It was intuitive, and that wasn’t the case for the other platforms we looked at.” 

Automating Manual Processes

Before implementing FloQast, the reconciliation process at Salad and Go relied heavily on manual effort, using unwieldy Excel spreadsheets. Each POS location required its own tab, and staff accountants painstakingly matched transactions line by line against bank records.

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"Before FloQast, 145 Excel tabs took four hours daily to match transactions. Today, that’s down to less than an hour, freeing up time for value-added activities."

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- Former Senior Accounting Director

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FloQast AI Transaction Matching introduced advanced capabilities to automate these tedious reconciliations. The team was able to set up rules and thresholds, allowing the AI to handle the majority of the work automatically.

“Now, 98% of our transactions match automatically,” said Adara. “That leaves us investigating only the outliers, such as large variances, instead of sifting through thousands of rows of data.”

Additionally, Salad and Go has been able to take advantage of the non-close checklist. Adara stated, “The non-close checklist has been really helpful for moving things earlier in the month, rather than waiting until the end of the month to complete them.”

Efficiency Through Integration with Workday

Salad and Go leverages STFP to integrate with their Workday ERP, enabling a fluid exchange of account balances and ensuring that reconciliations are based on the latest financial information.

“Once our IT team set up the integration, reconciliations became practically hands-free,”  noted the former Senior Accounting Director. “Reports refresh every hour, so we’re always working with the most current data.”

This integration reduced the risk of errors associated with manual data uploads and provided enhanced oversight through notifications for any unresolved variances. “With this level of automation, we no longer have to worry about whether our accounts match,” Adara added. “The consistency and accuracy builds trust in the numbers and saves us a lot of stress.” 

Identifying Discrepancies in Real Time

One of the immediate benefits of FloQast AI Transaction Matching is the ability to identify variances closer to when they occur. This shift eliminated the delays inherent in their previous month-end-heavy processes, allowing the accounting team to take action immediately.

“We used to catch variances on the backend, often weeks after they occurred,” Adara explained. “Now we can investigate discrepancies in nearly real time, whether it’s cash shortages or mismatched credit card transactions.”

This real-time reconciliation became particularly valuable for detecting and addressing store-level discrepancies before they could escalate.

Quantifying the Impact

The results at Salad and Go speak volumes about the power of FloQast AI Transaction Matching. Over the course of three months, their accounting team reconciled approximately 50,000 transactions monthly, with 98% handled automatically by the platform. This automation has not only accelerated processes but also minimized the pressure on their lean accounting team of only 5 accountants.

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“Matching 98% of 50,000+ transactions in seconds takes care of what used to be a four-hour daily task."

- Adara McGrane, Senior Accounting Director

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Increased Oversight and Accountability

With FloQast, Salad and Go expanded its focus beyond transaction matching to include better task oversight and accountability within the team. The ability to track progress on reconciliations in real-time allows Adara to redistribute tasks when needed, ensuring each member has the support they need to meet deadlines.

“As a manager, I can see everything in one place,” Adara said. “If one person is falling behind, I know exactly where they’re stuck and can reassign the workload. That visibility wasn’t something we had before, and it’s been game-changing for how we operate.”

Reflecting on the transformation, Adara highlighted how the automation and visibility tools have changed their team’s capacity to focus on meaningful work.

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"Automating 98% of daily reconciliations done so efficiently with FloQast provides immense peace of mind. We know everything is accurate, timely, and manageable."

- Adara McGrane, Senior Accounting Director

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Staffing and Professional Development Impact

FloQast’s implementation reshaped how Salad and Go’s accounting team works, delivering measurable efficiency gains and opening the door for broader professional development. With 98% of transaction reconciliations now automated, the team eliminated hours of repetitive manual work, allowing them to maintain productivity even during times of turnover.

“FloQast’s automation allowed us to stay lean as a team,” the former Senior Accounting Director noted.

This shift freed team members to engage in more meaningful work, such as financial analysis and process enhancements. For professionals like Adara McGrane, the newfound capabilities introduced opportunities to improve team collaboration and management.

The automation not only addressed operational challenges but also improved the overall team environment. By streamlining routine processes, FloQast allowed the accounting team to redirect focus toward strategic objectives with confidence.