Review

FloQast Review 2026

FloQast's three quote-only packages, what the close and AI tiers include, honest pros and cons, and four alternatives to price against.

Product links may be affiliate links. How we rate 4 alternatives covered
TL;DR

FloQast is worth a demo for a finance team that runs its close from checklists and reconciliations, but it publishes no price for any of its three packages. The packages are Close Management, Close AI and Risk and Compliance. Each one is sold through Contact Sales, and the vendor says there are no per-user fees.

The biggest strength is the base package. It covers the close checklist, account reconciliations, accounting operations, projects and ERP integration in one platform. The biggest catch is Close AI, the tier FloQast calls most popular, which you can only price after a sales call. If reconciliation is the main problem, BlackLine is the name to put beside it.

Key factsBest for: Controllers and CFOs running a checklist-driven close with…
  • Updated: October 14, 2026
  • Best for: Controllers and CFOs running a checklist-driven close with many reconciliations
  • Price as of October 14, 2026: Three packages, all Contact Sales; no per-user fees; no list price published
  • Close checklist, reconciliations and AI close tools on one platform, sold by quote only.
  • Founded: 2013
  • Customers: 3,500+ global companies (vendor claim)
  • Free plan: None listed on the pricing page
  • Toolradar rating: 4.7 out of 5 from 1,521 reviews

Pros

  • One base package covers the close checklist, account reconciliations, accounting operations, projects, AI assistant and ERP integration
  • No per-user fees, and packages scale with results rather than seat count, according to the pricing page
  • ISO 42001 certified and SOC 2 Type II compliant, per the home page, and Risk and Compliance is sold on its own

Cons

  • No list price on any package, so a budget comparison waits for a sales call
  • Implementation cost, contract length and minimums are missing from the public pages, so the first-year total stays open
  • No AI-only option: Close AI includes all of Close Management plus the AI features, so matching alone is not sold separately
FloQast product screenshot
Founded2013
Customers3,500+ global companies (vendor claim)
Free planNone listed on the pricing page
Toolradar rating4.7 out of 5 from 1,521 reviews

FloQast publishes no list price for its three packages, so the verdict depends on scope. It fits a controller who runs the close from a checklist and signs off many reconciliations, and a buyer cannot price it before a sales call.

This review uses FloQast's own pages, checked on 10 October 2026: the pricing page, the About page and the home page.

The pricing page says the packages scale with the buyer's results rather than seat count. One number comes from our own data. Toolradar data: Toolradar tracks 1,521 reviews of FloQast across G2 and Capterra, averaging 4.7 out of 5.

The number comes from Toolradar's FloQast listing. Methodology: vendor statements are reported as the vendor's own claims. The four alternatives are products a buyer weighing a close platform is likely to price against FloQast. Nothing here comes from hands-on use of the product.

What is FloQast?

FloQast is an accounting platform built around the month-end close. Its core product, Close Management, runs the close checklist, account reconciliations, accounting operations and projects. It also includes an AI assistant and ERP integration.

The company says it was founded in 2013 by Mike Whitmire, a former auditor and accountant. Its home page says it is trusted by 3,500+ global companies. Its site lists six ERPs it works with.

How FloQast works

Once the close runs in FloQast, the checklist gives every close task one home. Reconciliations are tied out and signed off in the same place, and one-off projects can be tracked to a deadline. Close AI adds AI agents, transaction matching and journal entry posting on top of that base.

The pricing page says the AI layer follows COSO requirements for generative AI governance. The home page says every AI decision is traceable and exportable, and that the platform is ISO 42001 certified and SOC 2 Type II compliant.

Those are vendor statements, so ask for the current certificates before you rely on them in an audit.

FloQast key features

Close checklist and reconciliationsEssential
Close Management runs every close from one checklist. Each account reconciliation is tied out and signed off inside the platform. The evidence for a sign-off stays with the reconciliation it covers, not in a shared folder. The pricing page lists both as core parts of the base package.
ERP integrationEssential
The pricing page includes ERP integration in Close Management. The site has dedicated pages for NetSuite, SAP, Workday, Microsoft, Sage Intacct and Xero. The pricing page does not describe the sync scope for any of them, so check your own ERP in the demo.
AI agents, matching and journal entriesEssential
Close AI adds AI agents and AI matching for high-volume transactions, including three-way matching. It also automates amortization, depreciation and subledger reconciliations, and posts journal entries. These features sit in Close AI, so the Close AI quote is the number to compare with Close Management.
Variance analysis and anomaly detection
Close AI explains account variances in real time. It also catches anomalous transactions and routes them for review. The site calls the variance output flux explanations drafted for review, so the controller keeps the final sign-off.
Risk and Compliance
This package covers financial controls, audit readiness, enterprise risk management and operational audits. A control can be updated once and applied everywhere it is used. Tests run with the evidence already attached, and issues are tracked to remediation. It can be bought on its own or with any Close package.
Governance and certifications
The home page says the platform is ISO 42001 certified and SOC 2 Type II compliant. The pricing page says Close AI follows COSO requirements for generative AI governance. Both are vendor claims, so request the certificates and the COSO mapping before you rely on them.

FloQast pricing

FloQast publishes no list price for any package, so there is no dollar figure to compare yet. The pricing page lists three packages, each with a Contact Sales button. Close Management holds the close checklist, account reconciliations, accounting operations, projects, the AI assistant and ERP integration.

Close AI adds AI agents, AI matching, automated reconciliations and journal entry posting, and the page labels it the most popular package. Risk and Compliance covers controls, audit readiness, enterprise risk management and operational audits.

It can be bought alone or with any Close package.

The page says packages scale with the buyer's results, not seat count. It does not say what implementation costs, how long a contract runs or whether there is a minimum. Those items usually drive the first-year total.

Ask for them in writing with the quote, along with the package names, the entities in scope and any charge for the ERP connection.

FloQast's pricing page is the source for every package statement here, read on 10 October 2026.

There is no public number to model a team cost on, and a worked example would be a guess.

The useful comparison is structural. Close Management covers the checklist and reconciliation scope. Close AI is the step up if matching and journal entries are the goal. Risk and Compliance is the add-on if controls testing is in the budget.

Price the quote against the scope you need, not against the tier names. If AI agents are the reason you are looking, AI agents for finance explains where they fit a finance stack.

PlanPriceBest for
Close ManagementContact salesClose checklist, account reconciliations, accounting operations, projects, AI assistant and ERP integration
Close AIContact salesClose Management plus AI agents, AI matching, automated reconciliations and journal entry posting
Risk and ComplianceContact salesFinancial controls, audit readiness, enterprise risk management and operational audits, alone or with any Close package

FloQast pros and cons

What we like

  • One base package covers the close checklist, account reconciliations, accounting operations, projects, AI assistant and ERP integration
  • No per-user fees, and packages scale with results rather than seat count, according to the pricing page
  • ISO 42001 certified and SOC 2 Type II compliant, per the home page, and Risk and Compliance is sold on its own

What could be better

  • No list price on any package, so a budget comparison waits for a sales call
  • Implementation cost, contract length and minimums are missing from the public pages, so the first-year total stays open
  • No AI-only option: Close AI includes all of Close Management plus the AI features, so matching alone is not sold separately

Who FloQast is for

FloQast fits a controller or CFO who runs the close from a checklist, signs off many reconciliations, and wants audit controls in the same tool. It also suits a finance team on one of the supported ERPs, such as Sage Intacct, that wants one vendor for close and controls.

Risk and Compliance can be bought with or without a close package. A team still choosing its ERP should read NetSuite vs Sage Intacct first.

It is a poor fit for a team that needs a price before any sales conversation.

A small team with a light close may pay for scope it does not use. A company with a simple ledger and few entries should check whether a lighter close tool covers it before booking a demo.

Best FloQast alternatives

If FloQast is not the right fit, these are the closest options.

ToolBest forStarts at
FloQastControllers and CFOs running a checklist-driven close with many reconciliationsThree packages, all Contact SalesVisit →
BlackLineFinance teams that want a reconciliation-first platform with automated transaction matchingQuote only: the reconciliation page offers a demo request and no list Visit →
NumericTeams on NetSuite, QuickBooks Online, Xero or Sage Intacct that want close management on top of the ERPQuote based on transactions and seatsVisit →
WorkivaFinance and reporting teams that want the close inside a reporting and controls platformQuote only: good/better/best packaging on some solutionsVisit →
RilletCompanies replacing the ledger that want close management built into the ERPQuote only: the pricing page offers a demo request and no list priceVisit →
BlackLine
AI-powered account reconciliation software, sold through a demo request with no published price.
Visit →
Numeric
Close management that overlays the ERP you already run, with a quote shaped by volume and seats.
Visit →
Workiva
A reporting and controls platform with Financial Close Management as one module, sold through a custom demo.
Visit →
Rillet
An AI-native ERP with close management, bank reconciliation and GAAP reporting built in.
Visit →

The bottom line

FloQast earns a shortlist place for a controller who runs the close from a checklist and wants reconciliations and AI close tools in one place. The base package covers the checklist, reconciliations, projects and ERP integration.

Risk and Compliance adds controls. Those are the lines to price. Pick Numeric when your ERP is one of the four it names and you want close management laid over it. Pick BlackLine when reconciliation volume is the problem.

Pick Rillet when the ledger itself is what you are replacing.

For the head-to-head with BlackLine, read FloQast vs BlackLine (2026), which covers checklists, reconciliations and ERP connectors.

For BlackLine's own profile, see its Toolradar listing.

For the wider shortlist, see Best AI for the Financial Close in 2026, best close management software and best accounting software.

Cite this: CFOpresso, "FloQast Review 2026", October 2026.

Frequently asked questions

How much does FloQast cost?

FloQast publishes no list price. The pricing page shows three packages, Close Management, Close AI and Risk and Compliance, each behind Contact Sales, with no per-user fees, as checked on 10 October 2026. Ask for a written quote that names the package, the entities in scope and any implementation charge.

Is there a free FloQast plan or trial?

The pricing page lists no free plan and no trial, and Toolradar's listing shows paid plans only. If a trial exists, the route to it is a demo request, so ask the sales team for one before you commit to a quote.

Is FloQast worth it in 2026?

For a finance team that runs its close from a checklist and has many reconciliations to sign off, yes, it is worth a demo. A small team with a light close will find the scope too wide. Price the Close AI tier before you decide, since it is where the AI features sit.

Which ERPs does FloQast work with?

FloQast's site has ERP pages for NetSuite, SAP, Workday, Microsoft, Sage Intacct and Xero, and its pricing page includes ERP integration in the Close Management package. The pricing page does not describe the sync scope, so check your own ERP in the demo.

How does FloQast compare with BlackLine on price?

BlackLine's reconciliation page publishes no list price either, so the two cannot be compared on price from public pages. The side-by-side on checklists, reconciliations and ERP connectors is in FloQast vs BlackLine (2026).

Sources

Prices and plan details come from each vendor's own pricing page, re-checked by the Toolradar pricing tracker.

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