TakeControl Products | AI-Powered Accounting Automation | FloQast

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Your Close. Your Controls. Your Audit. Automated.

AI that automates the close and holds up under audit. Your accountants make every call.

Transform (Builder)

Screenshot of a reasoning chat interface discussing configuration of proration logic and billing codes, with Q&A about accrual calculation using Daily Proration Inclusive and approved invoice statuses for subtraction, followed by a Coupa PO Accrual Workflow draft ready to review with a View button.

User interface panel titled Reasoning showing a conversation with a digital assistant confirming understanding to build a Playbook for configuring proration logic and billing code mapping, including Q&A on accrual amount calculation using daily proration and approved invoice statuses to be subtracted from accrual. Below, a section titled Coupa PO Accrual Workflow indicates it is built and saved as draft and ready to review, with a View button on the right.

Detect

User interface panel titled Anomalies with two entries indicating AI detection, including details on account sales and marketing tools with a 14-month lookback period and a blank class rule detected. A separate Activity Log shows transaction ID BILL-44022 with timestamps and actions like added signoff and comment by users James Smith and David Suraj in April 2026.

A report interface showing a summary report generation message with a green star icon and text: 'Creating a summary report... Summary Report Generated. You can now export the report as needed. We can also help to make changes to your report. Just let us know what you'd like us to do.' Below is an executive summary stating overall program health is green, 75% through the annual testing cycle, with complete walkthroughs. Further, a testing progress table lists cycles Q1 Walkthrough (completed, Procurement, due Aug 31), Q2 OE Testing (in progress, AP, due Oct 28), and Q3 OE Testing (planned, Procurement, due Nov 15).

AI Assistant (JE Reviewer)

User interface of a Journal Agent Review tool showing an Audit Risk Assessment marked as High, with 7 items to review; 4 can be fixed by the agent and 3 need user judgment. The Quick Fixes section lists 4 fixes including Reversal Drift with an accrual date of Jul 1, 2026, and Missing Department with 3 lines, each offering Fix options. The Needs Your Judgement section has 3 items including Missing Vendor with 2 lines. A purple button labeled Start Guided Review is at the bottom.

User interface screen showing a Journal Agent Review with an Audit Risk Assessment labeled High, listing 7 items to review. On the right side, sections for Quick Fixes with 4 issues including Reversal Drift and Missing Department, and Needs Your Judgment with 3 items including Missing Vendor, featuring buttons for fixing or showing lines and a prominent purple Start Guided Review button below.

Operational Audits

Digital interface showing a summary report creation with status messages reading 'Creating a summary report...' and 'Summary Report Generated. You can now export the report as needed...' Below is a document excerpt with an executive summary indicating overall program health as GREEN, 75% complete annual testing cycle, and details on control testing effectiveness and deficiencies. A table titled 'Testing Progress by Cycle' lists three cycles: Q1 Walkthrough (Completed, Procurement owner, due Aug 31), Q2 OE Testing (In Progress, AP owner, due Oct 28), and Q3 OE Testing (Planned, Procurement owner, due Nov 15).

A report interface showing a summary report generation message with a green star icon and text: 'Creating a summary report... Summary Report Generated. You can now export the report as needed. We can also help to make changes to your report. Just let us know what you'd like us to do.' Below is an executive summary stating overall program health is green, 75% through the annual testing cycle, with complete walkthroughs. Further, a testing progress table lists cycles Q1 Walkthrough (completed, Procurement, due Aug 31), Q2 OE Testing (in progress, AP, due Oct 28), and Q3 OE Testing (planned, Procurement, due Nov 15).

COSO Gen-AI Framework

User interface showing a 'Human in the loop' section with a task titled 'Ask for Specialist Approval' by Mike Rodriguez dated Mar 15, 2026, 5:45 PM marked 'Accepted'. Below is a tabbed panel with tabs for Details, Run History, and Version History. The Run History tab is active displaying items: 'Audit evidence was carried forward' on 08/03/2026 at 9:00 AM, version 7, marked 'Completed', and 'Run by Tyler Davis' on 08/03/2026 at 7:19 AM, version 7, also marked 'Completed'.

Interface section titled 'Human in the loop' showing a task 'Ask for Specialist Approval' by Mike Rodriguez marked as Accepted, followed by tabs Details, Run History, and Version History, with entries for 'Audit evidence was carried forward' and 'Run by Tyler Davis,' both marked Completed with timestamps and version numbers.

Trusted by 3,500+ global companies

Transform

Transform Builds for You

Your last close already contains the process. Transform turns it into a governed agent.

Reverse-engineered from your processes

Verified against your last close before it goes live

Segregation of duties, approvals, and version history

Process changes? Describe the change, and the agent keeps up

Close

Beta

Detect

Combine AI-powered anomaly detection with rules-based controls to catch anomalies before they impact your close.

AI fingerprints what’s normal for every account and subsidiary

Cuts through the daily noise with severity scores to prioritize exceptions

Full transaction, GL impact, and ERP context, all in one place

Every review, comment, and sign-off stays documented

Transform

Beta

AI Assistant

An AI assistant built into FloQast, helping you get every journal entry right before it posts.

Ready the moment you need it, right where you're working

Preparers become first-line reviewers of their own journal entries

Balanced ≠ right. Flags anomalies and offers tailored fixes

Audit risk scored and documented; review and approve with confidence

Compliance

Operational Audits

Execute operational audits using your team's own methodology. AI plans up front, executes your testing, and generates reports at the end.

AI-powered planning with a running start, no blank page

Milestone tracking provides real-time status and ownership

Evidence & testing, including automated requests + AI testing

AI reporting in minutes, grounded in real work

Compliance

Beta

COSO Gen-AI Framework

Wrap agents in risk assessment, controls, and monitoring, with audit evidence that writes itself. All in one, real-time view.

Led by Lucia Wind, former COSO Board Chair and Executive Director, now SVP, Risk and Audit Advisory at FloQast.

Built-in controls, including segregation of duties and confidence thresholds

Risk and control library, derived from COSO, per agent

Evidence writes itself, including version history and controls

Governance dashboard so 2nd/3rd lines can review by exception

The FloQast Standard

One platform. One standard of evidence.

Accurate

Automation held to the standard accountants are held to. Right the first time, every time.

Auditable

Evidence is built in from day one, never bolted on. Every run reconstructable for your auditor.

Scalable

Volume grows, entities multiply, complexity creeps in. The automation keeps up without starting over.

SOC 2 TYPE II SECURE

ISO 42001 CERTIFIED

See it Live

Ready to See It Live?

Bring your use cases. We'll build the demo around the workflows you'd automate first.

TakeControl 2026

Hear It From Accountants

Hear from the teams doing this work today, and the people writing the standards behind it.

Watch the Sessions