What is FloQast Transform? Copied!
FloQast Transform lets accounting teams build AI agents that automate the spreadsheet work behind their close: accruals, allocations, reconciliations, journal entry prep, flux analysis, and other recurring processes that follow the same logic every period.
You describe each part of your process in plain language, and Transform converts those instructions into a script that runs the same way every time. Once an agent is built, anyone on your team can run it each period with that period's files and get a consistent, reviewable output.
How an Agent Works Copied!
An agent is a sequence of Skill Blocks. Each block takes an input, does one part of the process, and produces an output that the next step picks up. Think of it as an assembly line: the file coming out of one step is the file going into the next.
When you build a step, you write instructions the way you'd explain the task to a new team member: "Filter the invoice register to unapproved invoices over $5,000, then group the totals by department." Transform converts those instructions into a fixed script. That distinction matters, so it's worth being clear about what it means:
Because each step runs a fixed script, each step's instructions need to be complete and self-contained. You'll find more on writing effective instructions in Builder Basics.
What Agents Can Do Copied!
Transforming data is the core of most agents, though Skill Blocks go beyond spreadsheet manipulation. An agent can also:
- Pull a journal entry template from FloQast and populate it with the agent's output
- Post journal entries directly to your ERP via FloQast's Journal Entry Management tool
- Upload files to a Reconciliation so your recon is ready for sign-off
- Attach files to a Checklist item in your close workflow
- Pause for human review, so a person checks the numbers before the agent takes an action like posting a JE
The full list of Skill Blocks, and when to use each one, is covered in Skill Types Overview.
How Agents Get Built Copied!
Agents are built in the Visual Agent Builder, step by step. You have full control over each step's instructions, and you can edit any agent from the same place.
Most teams build their first agent alongside their FloQast team using a real use case from their close. From there, building your second and third agents gets much faster, since the pattern is the same: break the process into steps, describe each step completely, and test as you go.
Running an Agent Copied!
Once an agent is built, running it each period is simple: start a run, add the period's input files, and let the agent work through its steps. When the run completes, you can preview and download the output of every step, review the results, and approve the run. Every run is saved to the agent's run history, so you always have a record of what ran, when, and with which inputs.
Customer Stories Copied!
See how accounting teams are using Transform agents in their close:
AI Agents Demo Library Copied!
Want to see agents in action before building your own? The demo library has walkthroughs of real agents across common use cases, so you can watch how each one is put together and what it produces.