FLOQAST
“ We found that a fifth of our customers had hacked FloQast for at least one non-close workflow,” Mike explains.“ So we said,‘ all right, let’ s lean into that.’”
This realisation led to the development of FloQast Ops, a solution that allowed teams to formally create and manage specific workflows outside the close process. However, the mission didn’ t stop at mere management. By observing how users were utilising Ops to track complex manual tasks, FloQast identified the next frontier: moving from management to automation.
This insight catalysed the creation of FloQast Transform. Building directly on the foundation of the Ops workflow, Transform empowers teams to build and deploy AI Agents that actually execute the tasks within those workflows.
“ This is a prime example of our‘ by accountants, for accountants’ philosophy in action,” Mike notes.“ We saw our users striving for more control over non-close processes, so we built the management framework. Then, we saw them drowning in the manual steps within those processes, and we knew we could use AI to help automate them. It’ s a constant feedback loop that ensures we’ re solving real-world friction, not just theoretical problems.”
This evolution from Ops to Transform illustrates FloQast’ s commitment to upskilling the profession. By providing the tools to build custom agents, the platform allows accountants to move from being the preparers of data to the architects and reviewers of automated systems.
“ What gets me so excited about FloQast is that we have this opportunity to come in and help teams collaborate better”
Mike Whitmire, Co-Founder & CEO, FloQast
Responding to a fundamental shift in accounting operations AI is accelerating a structural change in how professional teams operate – and the accounting profession is no different. The shift moves away from manual, repetitive data entry toward analytical and strategic partnership.
“ What excites me about FloQast is the opportunity to help teams collaborate more effectively,” Mike says.“ Freeing up their time is incredibly energising, and seeing that transformation in real-time is rewarding. When I think back to when I was doing the work, the stuff that we’ re automating isn’ t the stuff that I enjoyed doing. The things accountants will have time to do when they’ re automating these incredibly manual tasks are much more strategic and, honestly, rewarding as a professional.” floqast. com