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Month-End Close

Automate recurring close workflows with FloQast AI agents

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What the source describes

FloQast's Close AI page describes AI agents that automate repeating close workflows, from pulling data and building entries to tying out and posting, with agents built from a close you already did or from a prebuilt library. It also covers automated amortization, depreciation and subledger reconciliations and continuous GL monitoring that flags anomalous transactions by severity and routes them to the right owner. FloQast says every agent shows its reasoning, an accountant signs off before it runs, and audit evidence is captured automatically.

Result or outcome

According to the source, FloQast says teams can automate up to 80% of reconciliations and reduce the time and effort needed to book journal entries, with review and governance built into each step.

How to run it

  1. Run the prompt on this page against last month's close task list to group tasks into phases and mark which are rule-based.
  2. In FloQast, build an AI agent from a close you have already done, or start from the prebuilt library, for each repeating workflow.
  3. Set up automated amortization, depreciation and subledger reconciliations, and turn on GL monitoring so flagged transactions route to the right owner by severity.
  4. Read each agent's reasoning and sign off before it runs, then review every result before entries post to your ERP.
  5. Keep the automatically captured audit evidence with your close file and update the checklist as tasks move to automation.

Try it yourself

Copyable prompt

Turn my month-end close into a repeatable checklist for [company name] on [accounting software]. Here is what I did last month, in order, with who did it and how long it took: [paste task list]. Reorganize it into phases (pre-close, cut-off, reconciliations, adjusting entries, review, reporting) with dependencies and target business days. Mark which tasks are rule-based and good candidates for automation or an AI agent, which need human judgment, and what evidence each task should leave for the reviewer. Suggest sign-off points where a second person must approve before anything posts.

Replace the [bracketed] placeholders. Remove client names, account numbers, and personal data before pasting into any AI tool.

What to review

Before approving an agent, read its reasoning and check that the entries it builds use the right accounts, periods and amounts against last month's support. Spot check tie-outs and posted journals closely for the first few closes after automating. FloQast's claim about how many reconciliations can be automated is the vendor's own figure, so judge it against your actual close.

Related free download: Month-End Close Checklist for Small Business Bookkeepers (Printable checklist (PDF))

Source: FloQast (product page)

Not professional advice. This is general information, not accounting, tax, legal or financial advice. Check AI output yourself and consult a licensed professional for your situation. See our Terms of Use.

This entry summarizes a public source. Features, plans, and availability change, so confirm details with the vendor. Tool names are trademarks of their respective owners.

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