FloQast
103 Case Studies
A FloQast Case Study
Passport, a Charlotte-based parking and payments SaaS provider with a 12-person accounting team, had already compressed its month‑end close to six days but faced decentralized controls and inconsistent maintenance for Accounts Payable, Accounts Receivable, and cash forecasting. Reliance on multiple platforms (MineralTree, NetSuite) left AP/AR reconciliations and routine checks prone to delay, reducing visibility and risking audit issues.
By enabling FloQast Ops’ pre-configured AP and AR workflows and dashboards — with easy setup, integrations to NetSuite/Slack/Google, and collaborative checklists and notes — Passport consolidated critical accounting work into one source of truth. The result was faster, more transparent processes, improved cross‑team collaboration, and virtually zero year‑end audit adjustments, delivering greater operational control and accuracy.
Sam Upton
Vice President, Controller