Compliance
Introducing Operational Audits for Internal Audit Teams
Manage your complete audit universe in FloQast with our newly released Operational Audits. Powered by AI, teams can now plan, track, execute, and report on operational audits all in one place. Simply provide FloQast with an overview of your audit goals, and a tailored audit plan is instantly drafted. AI-driven testing executes attribute testing for your team, generating comprehensive reports in minutes directly from your FloQast data.
Learn more about Operational Audits in the following articles:
- Creating an Operational Audit Program
- Configuring Your Audit Overview
- Managing Milestones, Documents, and Reports
Close
Seamless Collaboration on Unmatched Transactions
Assign owners, leave comments, and tag transactions with custom labels directly within AI Matching. Details update dynamically in the transactions table, open in a dedicated details drawer, and are automatically tracked in the activity log. Reconciling items seamlessly retain their context from period to period for complete auditability.
Learn more in the Tag, Assign & Comment on Transactions section of this article.
Send Matching Results Directly to Recs
Finished matching? With Send to Recs button, FloQast automatically uploads your export and populates the Reconciled Balance and Reconciling Items for you, eliminating manual downloads and re-uploads.
Learn more about using the Send to Recs feature in this article.
AI Matching Just Got Faster: 5 New Enhancements
- Unified search bar: Search across all transactions simultaneously, saving time compared to searching each side individually.
- Persistent filters & expanded view: Applied filters stay active after a manual match, and page capacity has been increased to display 250 transactions at once.
- Variance confirmation prompts: Receive helpful confirmation prompts whenever manually matching transactions with differences.
- Direct Match ID visibility: View Match IDs directly within Matched Transactions without needing an export.
- Seamless co-viewing: Teammates can view a reconciliation concurrently while you work on it.
Transform
Detect Changed Input Files Before Your Agent Runs
Input Analysis checks your files before each run. If a sheet, header row, column, or data type changed, the run pauses and shows you what changed. Fix the file for this run, or fix the agent for good. Agent fixes go live only after you review them. Turn it on in each agent's settings. Admins can use Strict Mode to allow agent fixes only.
Process Large Files Effortlessly with Agents
Process Data is a specialized skill designed for large files (50MB+). Efficiently condense large datasets down to key insights, then apply a Transform Data step to format results for review. Process Data retains essential values while streaming file processing smoothly.
Reporting
Sign Off Directly From the Report Grid
Preparer and Reviewer sign-off fields are now accessible right from your variance report in Report Builder, allowing you to review figures and record sign-offs without leaving the report view.
For items with multiple assignees, the grid remains clean and readable: your row automatically sorts to the top, while a "+N Assignees" link expands additional assignees. Toggle sign-offs inline as you work. For finalized periods, variances open in read-only mode to preserve data integrity.
Learn more about Report Grid in this article.