A Close You Can Trust: A Live Walkthrough with VantagePoint and FloQast

With all the focus on AI, getting your close foundations right first matters more than ever. Auditors and boards still want evidence of process, not just the outcome.

Join VantagePoint and FloQast for a live session on running a close you can stand behind. FloQast works with your ERP and the tools your team already uses, so this applies whatever system you’re on. We’ll work through the core platform the way a finance team would use it:

• Dashboards and timelines: live status by entity, owner and task, so leaders stop chasing
• Checklists: owners, reviewers and time-stamped sign-offs in one place, with cover for leave and new starters
• Documents and roll-forward: evidence sits with the task, every period is ready to go, auditors get their own access
• Reconciliations: live view of reconciliations, completeness checks, controls to flag out-of-balance reconciliations, Excel integration to smoothly transition your recs into FloQast, and auto sign-off so reviewers focus on exceptions
• Analytics: see where close slows down and whether it’s improving

Expect real client questions, practical answers and examples of how customers have cut audit prep and close days.