Optimize the Close

Checklist

• Checklist
• Link Documents to Checklist Items
• Add a non-recurring Checklist Item
• Dependencies

Reconciliations

• Daily Reconciliation Sign-Off
• Link Documents to Reconciliations
• Reconciliation Certifications
• Reconciliation Auto Sign-Off Types
• Reconciliations Views & Filtering
• Reconciliations

FloQast Ops

• Single Workflow Dashboard
• What is FQ Ops?
• All Workflows Dashboard
• Create New Workflows

FloQast Projects

• Dashboard
• Tasks

ReMind with AI

Dashboard

• Favorite Entities

Analytics Tab

• Analytics Export with Pivot Tables
• Progress: Individual Entity
• Workflow Progress: All Entities
• Retrospective Periods & Trends

Folders

• Following Checklist Items and Reconciliations
• Locking Folders
• Upload Excel Workbooks Directly Within FloQast
• Document Roll-Forward
• Documents & Folders
• Close Checklist Tab

Review Notes

• Using Review Notes in FloQast
• Exporting Review Notes
• Hyperlink a URL in Checklist and Review Notes

Task Duration

• Task Duration