FloQast Close Dashboard

A purpose-built Workiva spreadsheet that provides a snapshot into the real-time status of your accounting close within FloQast.

Template Contents

Spreadsheet

Wdata

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Floqast Close Dashboard in the Workiva Platform

Utilize this dashboard to introduce more automation and visibility into your record-to-report (R2R) process.

Using FloQast's direct API connection with Workiva's data platform, your reporting team can now access more qualitative context behind the financial figures being pulled from your ERP. Has this balance been tied-out/reviewed? Have there been any subsequent adjustments? Are there certain footnotes I should be prioritizing? Now you'll know all this and more.

By simply adding a custom #Wdata tag to your account reconciliations within FloQast, you can now sync all your GL account ending balances, associated reconciliation balances, and current review status for that reconciliation directly with a Wdata table. You will then be provided with a pre-built Wdata query that will read the table and populate a FloQast Close Dashboard in a Workiva spreadsheet. These balances will be updated every hour at the latest or can be refreshed on an ad hoc basis. From there, financial figures can be linked to financial statement and footnote disclosures using Workiva’s connected reporting functionality.

Introducing this level of connectivity across your corporate accounting and financial reporting teams will ensure data accuracy, increase reporting efficiency, and set your team up for a more effective record-to-report process.

The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The content on this posting is provided "as is;" no representations are made that the content is error-free or up to date.

Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

Annual & Interim Financial Reporting

Board Reporting

Financial Statements

Global Statutory Reporting

Management Reporting (CFO)

SEC Reporting

SEC/Annual & Interim Financial Reporting Solution

Prerequisites

To use this item, your organization needs to have purchased Wdata.

Wdata

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Pricing

May require an additional fee

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