Accounting
FloQast
Connect FloQast once and hand every teammate a governed MCP endpoint with 26 tools ready to call from Claude, ChatGPT, Cursor, or any MCP client, inside the same permissions they already have, with every call checked and logged.
Automations & dashboards
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards ship on the Black plan.
Automations
Put FloQast work on a schedule.
A trigger starts a sequence of steps: call a FloQast tool, transform the result, branch, wait, and ask a person when it matters.
FloQast digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
-
✓
Schedule
Every weekday at 08:00
0.2s -
✓
Fetch controls
FloQast
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Michael Brennan
Approve Deny -
Post the digest
FloQast
Queued
Collections and dashboards
Report on FloQast without asking.
Collections hold your own data, written by an automation and read by a dashboard that refreshes on a schedule.
FloQast health
Refreshed 4 minutes ago · every 15 minutes · from the controls collection
Controls
1,284 ↓ 12%
Folders
96 ↓ 8%
Needs attention
3 ↑ 2
Updated this week
412 ↑ 9%
Controls created
Last 14 days
By workspace
Share of activity
Engineering 34%
Product 27%
Support 21%
Sales 18%
AI tools
FloQast tools for your AI agents
26 tools are ready to call through Elaichi's MCP endpoint the moment you connect FloQast, governed by the same roles, restrictions, and audit log as everything else in Elaichi.
list_all_floqast_me
Get information about the current user and API token in FloQast. Returns apiKeyId identifying the API key and userId representing the authenticated user.
list_all_floqast_users
List users in FloQast who have current or historical shared workspace access with the authenticated user. Returns user details including identifiers, names, and access information.
list_all_floqast_user_groups
List all user groups accessible to the current tenant in FloQast. Returns groupId, name, and groupOwner for each user group, along with pagination metadata including totalCount, page, limit, and totalPages.
list_all_floqast_processes
List processes in FloQast. Returns a collection of processes including key fields such as id, name, and programId. Requires no path parameters.
list_all_floqast_programs
List compliance programs in FloQast. Returns fields like id, name, startPeriod, endPeriod, and status for each program.
get_single_floqast_folder_by_id
Get metadata about a folder in FloQast by id. Returns key folder attributes such as name, creation date, and associated files.
update_a_floqast_folder_by_id
Update the lock state of a specific folder in FloQast using id. Returns the updated folder details including its current lock status.
list_all_floqast_controls
List controls in FloQast with optional filters for month, year, activity status, programId, and controlId. Returns control details such as id, name, and status in the response.
get_single_floqast_control_by_id
Get a specific control by id in FloQast. Requires id. Returns the control object including key fields such as name, description, owners, assignees, and related metadata.
create_a_floqast_control
Create multiple controls in FloQast (up to 20 at a time). Requires an array of control objects including fields like controlId, programId, processId, title, description, and ownership details. Returns the created controls with their assigned ids and metadata in the response.
update_a_floqast_control_by_id
Update a control in FloQast using its id. Returns updated control details including processId, title, description, assertions, owners, assignees, and frequency information.
delete_a_floqast_control_by_id
Delete an inactive control in FloQast using id. The response confirms successful deletion of the specified control.
list_all_floqast_checklists
List checklists in FloQast for a specific month and year. Requires filter[month] and filter[year]. Returns checklist details including templateId, description, entityId, and related financial period information.
create_a_floqast_checklist
Create a new checklist item in FloQast. Requires companyId, folderName, schedule, signatures, and description. Returns the created checklist item including its id, description, schedule details, and signature assignments.
update_a_floqast_checklist_by_id
Update a checklist item in FloQast by id. Requires id. Returns updated checklist details including companyId, folderName, description, schedule, signatures, and tagIds.
list_all_floqast_reconciliations
List reconciliations in FloQast for a given period. Requires filter[month] and filter[year] or filter[modifiedBefore]/filter[modifiedSince]. Returns reconciliation details including account, status, and related TLCs.
list_all_floqast_checklist_analytics
Get checklist analytics in FloQast for a specific month and year or based on modification dates. Returns key metrics including checklist completion rates, progress insights, and TLC data for each entity and workflow.
list_all_floqast_reconciliation_analytics
List reconciliations in FloQast for a given filter[month] and filter[year]. Returns reconciliation details including TLCs and reconciliation progress metrics for the specified month and year.
list_all_floqast_audit_trail_logs
List audit-trail-logs in FloQast. Returns logs for all API keys within a client, including details such as timestamp, userApiKey._id, and request metadata. Requires specifying filter[startDate].
get_single_floqast_transaction_status_by_id
Get the status of a transaction event in FloQast using the id. Returns fields showing the current processing state and any associated messages or errors.
list_all_floqast_entities
List all entities in FloQast. Returns key information such as entity name, ID, and related metadata for each entity.
get_single_floqast_entity_by_id
Get a specific entity in FloQast using the required id. Returns key fields describing the entity such as its unique identifiers and related metadata.
list_all_floqast_tags
List all tags in FloQast. Returns tag id, name, and related metadata for each tag under a TLC.
floqast_tags_attachments
Attach or detach a tag in FloQast. Requires system, systemId, action, and name. The response confirms whether the tag was attached or detached successfully.
list_all_floqast_chart_of_accounts
Get chart of accounts data in FloQast. Returns account_id, name, type, and related entity information used for financial reporting.
floqast_chart_of_accounts_upload
Upload Chart of Accounts data in FloQast. Requires entityId and accounts with number and name. Returns confirmation of processed accounts and associated entity information.
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How it works
From FloQast account to governed MCP endpoint
Connect
Link a FloQast account through Elaichi's hosted connect flow. Credentials are vaulted, so nobody, including the AI, ever sees them.
Compose
The connection becomes a toolbox instantly. Curate which FloQast tools are exposed, rename them, or freeze arguments.
Authorize
Point Claude, ChatGPT, Cursor, or any MCP client at the one Elaichi endpoint and sign in with OAuth, governed by roles, restrictions, and audit logs.
Put your agents to work in the tools you already use
Start a 14-day Gold trial. Connect a product, curate a toolbox, and paste a governed MCP endpoint into Claude, ChatGPT, or Cursor in minutes.