FloQast
103 Case Studies
A FloQast Case Study
Flatrock Engineering & Environmental, along with sister companies SafZone Field Services and DataWing Global, provide engineering, safety and drone services to the oil and gas industry and share a single accounting team. Rapid growth, a largely mobile workforce, complex client billing rules, and reliance on Excel checklists left the four-person accounting team struggling to track daily and month‑end tasks, assign work, and maintain visibility—creating stress and recovery problems when staff were unexpectedly absent.
After moving to Sage Intacct, the team implemented FloQast and was up and running in two days. FloQast’s assigned tasks, customizable checklists, sign‑offs, dashboard and review notes gave immediate visibility and continuity, cutting about 10 hours per month per company, streamlining invoicing and approvals, reducing managerial stress, and freeing the team to focus on metrics and profitability.
Sarah Bastyr
Accounting Manager