Case Study: Habit Health achieves a 33% faster month-end close with FloQast

Habit Health Brings Structure and Speed to Month-End Close with FloQast

Habit Health, New Zealand’s largest integrated health and wellness provider, was struggling with a siloed, spreadsheet-driven month-end close that left the finance team without clear visibility into progress, bottlenecks or coverage during leave. With 13 people in finance and reports delayed by unclear workflows and manual reconciliations, the company needed a consolidated, auditable process to speed up close and improve oversight.

By implementing the FloQast Accounting Transformation Platform—integrated with Sage Intacct in two to three hours and adopted via FloQademy—Habit Health automated balance sheet reconciliations with AutoRec, standardized over 100 monthly information requests with ReMind, and used timeline task tracking for real‑time visibility. The result: days-to-close fell from 12 to 8 (a 33% reduction), collaboration and control improved, and the team now spends more time on KPI insights and advisory work.

Habit Health

Akmal Idris

Financial Controller