FloQast
Close management software for accounting teams covering checklists, reconciliations and flux analysis.
- Category
- Finance & ERP
- Type
- Close & consolidation
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
- Docs
- FloQast API docs
02Data
What you can sync.
- Checklists
- Reconciliations
- Entities
- Users
- Close periods
Load FloQast checklists into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other FloQast data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
FloQast uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in FloQast if you need help.
04How it works
How it works in DataMind.
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Pick FloQast.
Open Lake, pick FloQast in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the FloQast API docs.
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Answer a few questions.
The AI reads the FloQast documentation, then asks which credentials you will use, which data to sync (for example checklists and reconciliations), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then FloQast data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
