Case Study: Simple Finance achieves a sub-week month-end close with FloQast

A Game-Changing Product for Managing the Financial Close Process

Simple Finance, a private software company, needed to eliminate the tedious, manual process of rolling forward its month‑end close checklist. With multiple accountants involved and tight reporting deadlines, the team required a collaborative platform to organize tasks, procedures and ensure accountability.

FloQast integrated with their Intacct ERP and supporting documentation to turn the checklist into a dynamic, shared workspace with automated roll‑forward. The result: close time dropped to under a week, collaboration and real‑time visibility improved, standardized procedures and automated cyclical tasks removed manual work, and the team stayed on track to meet deadlines.

Simple Finance

Nancy Pham

Accounting Manager