FloQast, an Accounting Transformation Platform built by accountants for accountants, has unveiled a series of AI-powered innovations at its TakeControl 2025 event, held September 17-18, 2025. These advancements, including the AI Agent Builder and expanded capabilities, aim to position accountants as leaders in the profession by integrating AI into core workflows, automating routine tasks, and providing education to bridge the talent gap in SaaS-driven financial operations.
At the core of FloQast's announcements is the AI Agent Builder within FloQast Transform, enabling teams to develop and manage bespoke AI agents using simple natural language prompts, without any coding expertise. This feature allows accountants to tailor automation to specific challenges, such as custom reconciliation processes or compliance checks, while incorporating human-in-the-loop reviews for oversight and auditability. By democratizing AI creation, FloQast transforms accountants from preparers into strategic reviewers, fostering innovation in accounting SaaS platforms and addressing the evolving demands of enterprise financial management.
FloQast's new AI features mimic the nuanced thinking of accountants, integrating seamlessly into daily operations to reduce manual effort and boost accuracy. AI Detections continuously scan general ledger transactions, proactively identifying errors before the close using predefined or AI-generated rules. Complementing this, AI Testing intelligently processes supporting documentation, adding annotations and delivering preliminary pass/fail assessments for internal audits. Meanwhile, AI Variance Analysis automates the detection and explanation of significant discrepancies in real-time, tracing them directly to originating transactions for comprehensive, flexible reporting. These tools collectively enhance visibility and collaboration in close management, compliance, and record-to-report processes.
To support larger enterprises, FloQast is expanding its ecosystem with key integrations and functionalities that leverage user feedback for continuous improvement. The new Workday GL Integration facilitates direct data extraction for reconciliations, variance analysis, and journal entry posting, eliminating silos in ERP-SaaS workflows. Comprehensive Audit Testing now extends beyond SOX compliance to encompass risk and operational audits, providing robust support for broader financial controls. Additionally, the Report Builder offers a pivot-style interface for generating dynamic, audit-ready reports with full drill-through to source data, ensuring transparency and efficiency in accounting IT environments.
Recognizing the need to equip professionals for AI adoption, FloQast launched the free FloQast Certified Accountant (FCA) program through FloQademy, delivering resume-boosting credentials via badges in core areas: Close, Compliance, Record to Report, and AI. This initiative bridges the talent shortage by fostering skills in leveraging AI for strategic decision-making, enabling accountants to thrive amid technological shifts.
“FloQast is using AI to elevate accountants and evolve the role for the better, enabling preparers to become strategic reviewers and equipping professionals with the tools and intelligence they need to thrive in this new era,” said Mike Whitmire, Co-founder and CEO of FloQast, CPA*. “Our mission is not to displace accountants, but to empower them. It’s about ensuring accountants own this transformation, lead the charge, and bridge the talent gap. This is how, together, we create the future of accounting we all want and need.”
“AI Agent Builder is a transformative tool that greatly improves the day-to-day productivity of accounting teams,” said Chris Sluty, Co-Founder and Chief Product Officer, FloQast. “Teams can now easily create, test, and manage custom AI Agents that meet their specific business needs with no coding required, all while maintaining full control with human-in-the-loop review. This is about empowering every team member to drive real business impact. And to help every professional succeed with AI, we’ve designed the FloQast Certified Accountant program to equip them with skills needed to thrive as the profession evolves.”
FloQast's innovations at TakeControl 2025 reinforce its position as a leader in accounting transformation, trusted by over 3,500 teams including Twilio and the Los Angeles Lakers. By combining AI empowerment with educational resources, FloQast ensures accountants not only adapt to but drive the future of finance, optimizing operations and delivering strategic value in an AI-enhanced landscape.
FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,500 global accounting teams – including Twilio, Los Angeles Lakers, and Zoom – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites.
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