Case Study: Welltok achieves a faster, more transparent month-end close with FloQast

With Floqast, Welltok Has The Close Solution It Needs To Stay Ahead of the Curve

Welltok is an enterprise SaaS company that provides a data-driven consumer health activation platform. When finance leader Judith Mageras joined in 2018 she found the month-end close was manual, opaque and slowing the team — and she needed a close-management solution that would integrate with Sage Intacct, be easy to deploy, and scale with a nimble accounting group. After evaluating legacy options like BlackLine, Welltok chose a simpler, faster path.

Welltok implemented FloQast, which was turnkey to set up, required no IT involvement, and went live within days. The integration with Intacct brought transparency and accountability to the close, removed time-consuming roadblocks, and freed staff from compliance tasks so they could focus on higher-value work. The result: noticeably faster, more efficient closes and more bandwidth for strategic projects.

Welltok

Judith Mageras

Director of Financial Systems