FloQast API
FloQast is accounting close management software used by corporate accounting teams to run month-, quarter-, and year-end close. With an unofficial API, you can list close periods, read and update reconciliation statuses, attach supporting documents, create and assign tasks, and pull flux variance de
What is FloQast?
FloQast is a finance operations platform focused on the accounting close. It streamlines checklist management, reconciliations, variance analysis, and audit readiness, integrating tightly with ERP systems and familiar spreadsheet workflows.
Core product families include:
- Close Management (checklists, due dates, ownership, sign-offs)
- Account Reconciliations (GL accounts, supporting documents, workflows)
- Variance/Flux Analysis (period-over-period comparisons, thresholds, commentary)
- Request Management (stakeholder requests and reminders)
- Reporting and Audit (status dashboards, evidence, exportable trails)
Common data entities:
- Close Periods (month/quarter/year, status, lock state)
- Accounts and Trial Balances (GL number, name, balances)
- Reconciliations (preparer/reviewer, supporting docs, exceptions)
- Checklists and Tasks (owners, due dates, dependencies)
- Flux Variances (thresholds, drivers, commentary, approvals)
- Requests (recipient, due date, completion state)
- Users and Teams (roles, permissions)
- Attachments and Evidence (workbooks, PDFs, statements)
The FloQast Integration Challenge
Startups selling into finance teams that use FloQast often hit integration hurdles:
- Product entitlements and licensing: Access differs across Close, Reconciliations, Flux, and Request modules
- Enterprise security controls: SSO, MFA, and strict network policies complicate headless automation
- Portal-first workflows: Many actions (sign-offs, attachments, commentary) live in the web UI without public APIs
- Data normalization: Mapping GL accounts and trial balances across ERPs (NetSuite, Sage Intacct, Microsoft Dynamics 365) requires consistent schemas
- Evidence handling: Large Excel/PDF attachments, versioning, and audit retention policies need careful orchestration
- Close governance: Period lock/reopen rules, approval flows, and role-based permissions must be respected programmatically
How Supergood Creates FloQast APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your FloQast workflows.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes close periods, accounts, reconciliations, tasks, and variances into consistent objects
- Aligns with customer entitlements and licensing constraints to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your product mix, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened FloQast adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as FloQast evolves.
API Endpoints
Authentication
/auth/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/auth/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Close Periods
/close-periodsList close periods with status, dates, and completion metrics.
Reconciliations
/reconciliations?periodId={periodId}Retrieve reconciliation records for a period, including account details, balances, ownership, and exceptions.
Evidence Uploads
/reconciliations/{reconciliationId}/evidenceUpload supporting documents to a reconciliation. Supports direct file content or remote URLs.
Tasks
/tasksCreate or upsert a checklist task within a close period and assign it to a user.
Use Cases
Close Status and Task Automation
- List close periods with percent complete and blockers - Create checklist tasks, set due dates, and assign owners - Auto-route tasks to Slack/Jira and update status on completion
Reconciliation Evidence and Sign-Offs
- Retrieve reconciliation status and exceptions by account - Upload supporting documents (workbooks, bank statements, PDFs) - Track preparer/reviewer sign-offs and approvals
Flux Analysis and Variance Commentary
- Pull variance items crossing thresholds for target accounts - Sync commentary from FP&A and trigger review tasks - Escalate unresolved variances before period lock
Compliance Archival and Audit Trails
- Export evidence and sign-off trails with timestamps - Centralize attachments and notes for retention policies - Prove coverage with consistent, machine-readable artifacts
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across periods, accounts, tasks, and evidence
Rate limits
Tuned for enterprise throughput while honoring licensing and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of close statuses, reconciliations, and attachments
Security
Encrypted transport, scoped tokens, and audit logging; respects FloQast entitlements and role-based permissions
Webhooks
Optional asynchronous delivery for status changes, sign-offs, and request completions
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume month-end operations and batch evidence uploads
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across Close Management, Reconciliations, Flux/Variance Analysis, and Request Management (subject to your licensing and entitlements). We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
We align with portal governance and your permissions. Actions that modify lock states are available only when your account enables them, and we enforce safe-guard rails to prevent unintended changes.
We standardize GL metadata, balances, and reconciliation states across NetSuite, Sage Intacct, and Microsoft Dynamics 365 so downstream systems don’t need to handle ERP-specific schemas.
Yes. We support large file uploads, checksum validation, and metadata tagging (category, notes) with audit logging for retention policies.