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Description
CFOly integrates with QuickBooks Online, transforming financial data into intuitive dashboards, trends, goals, reports, and insights powered by AI. This tool enables accounting firms to assess client performance with greater efficiency while also assisting business owners in identifying critical areas needing attention before minor financial problems escalate into costly issues. By streamlining the analysis process, CFOly empowers users to make informed decisions proactively.
Description
FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Egnyte
No
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft OneDrive
No
NetSuite
No
Oracle Fusion Cloud ERP
No
QuickBooks Online
Yes
SAP ERP
No
Sage Intacct
No
Slack
No
Integrations
Egnyte
Yes
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft OneDrive
Yes
NetSuite
Yes
Oracle Fusion Cloud ERP
Yes
QuickBooks Online
No
SAP ERP
Yes
Sage Intacct
Yes
Slack
Yes
Pricing Details
$49/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CFOly
Founded
2026
Country
United States
Website
www.cfoly.ai/
Vendor Details
Company Name
FloQast
Founded
2013
Country
United States
Website
floqast.com
Product Features
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
Yes
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
No
Consolidation / Roll-Up
No
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
No
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
Yes
Financial Reporting
"What If" Scenarios
No
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
No
General Ledger
Yes
Income Statements
No
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
No
