Case Study: Instacart achieves automated monthly reconciliations and scalable accounting with FloQast

Automating Monthly Reconciliations Frees Up Instacart Accountants

Instacart, the leading grocery technology company in North America, faced mounting accounting challenges as it scaled rapidly: the team relied on manual Google Sheet checklists, required frequent trial balance uploads, and lacked sustainable controls, audit trails, and clear task ownership across hundreds of monthly close activities. As headcount and transaction volume grew, they needed a centralized, repeatable process to boost productivity and ensure consistency.

Instacart implemented FloQast in a quick, personalized rollout (2–3 weeks) to automate reconciliations, centralize 500+ recurring tasks, and add controls, comments, and roll‑forward checklists. The result: elimination of frequent trial balance uploads, improved transparency and communication across the accounting team, and the ability to scale close operations to meet the demands of a rapidly growing, pre‑IPO company.

Instacart

Sherry Wong

Accounting Manager