FloQast Transform AI agents (accounting close agents built from finished work, plus prebuilt agents)

Vendor: FloQast (FloQast, Inc.) · HQ: United States · Category: Business operations · Compliance

Last verified · Added · 3 sources · How we verify

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What it does

FloQast is an accounting workflow automation platform (close checklist, account reconciliations, journal entries, accounting operations, compliance). FloQast Transform lets teams hand over files from a close they have already finished, or describe inputs and outputs, and builds an AI agent that runs that process: documented, verified against numbers the team already approved, and signed off by an accountant before it runs. Agents are assembled from reusable accounting Skills (fetch a trial balance, create a journal entry, validate data, post the reconciliation), and prebuilt agents cover common close work and can be tailored to accounts, entities and policies. Transform captures audit evidence as it works. At TakeControl 2026 (Sep 16, 2026) FloQast also announced an AI Assistant on every page (first used for journal-entry review), FloQast Detect anomaly monitoring, and plans to wrap agents in COSO GenAI governance. Pricing is by quote.

Frameworks

No framework tags verified yet.

Pricing (as published)

Not published

India relevance

FloQast lists an office in Pune, Maharashtra, India on its contact page.

Tasks

process automationaudit managementworkflow automation

Sources

  1. floqast.com/close-ai/products/ai-agents (primary)
  2. floqast.com/uk/press-releases/floqast-takecontrol-2026-ai-accounting-innovations
  3. floqast.com/contact

Last verified 19 Oct 2026. Framework tags indicate relevance, not certification; “vendor-claimed” items are as marketed by the vendor. Spotted an error? Submit a correction or email sales@heritageservices.online. See our methodology.

Not legal or audit advice. Confirm current pricing, framework coverage and India-regulatory claims with the vendor before purchasing.

Use-case comparisons

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