Accounting · Beta
FloQast
API integration
Ship Accounting features without building the integration. Full FloQast API access via Proxy, normalized data through Unified APIs, and 20+ MCP-ready tools for AI agents — all extensible to your exact use case.
Built for specific customer use cases. Issues are resolved quickly.
Talk to usUse Cases
Why integrate with FloQast
Common scenarios for SaaS companies building FloQast integrations for their customers.
Trigger FP&A workflows only after the books are closed
Financial planning platforms can monitor FloQast checklist and reconciliation analytics to detect when a monthly close is complete, ensuring forecasts and variance analyses are built on finalized actuals — not work-in-progress numbers.
Sync SOX controls between GRC platforms and FloQast
Governance, Risk, and Compliance tools can push new controls into FloQast and pull back execution status, keeping the master risk register aligned with how the accounting team actually performs and signs off on controls.
Automate audit evidence collection from FloQast
Audit management software can programmatically pull reconciliations, checklists, and immutable audit trail logs from FloQast, eliminating the manual download-and-upload cycle that accounting teams endure every audit season.
Mirror FloQast close tasks into project management tools
Enterprise workflow platforms can import FloQast checklists as native tasks and write back status updates, giving executives a single-pane view of close progress without forcing accountants out of their preferred tool.
Map multi-entity structures for consolidation platforms
Financial consolidation software can pull FloQast entities, chart of accounts, and folder structures to automatically align intercompany hierarchies and GL mappings without manual configuration by end users.
What You Can Build
Ship these features with Truto + FloQast
Concrete product features your team can ship faster by leveraging Truto’s FloQast integration instead of building from scratch.
Close-complete webhook trigger
Poll FloQast checklist and reconciliation analytics to detect 100% close completion, then fire an event that kicks off downstream data pipelines in your product.
Bi-directional SOX controls sync
Create, update, and delete FloQast controls from your GRC platform while continuously reading back sign-off statuses to keep compliance dashboards current.
Automated audit evidence package
Let auditors request specific reconciliations and audit trail logs directly from your platform, with tamper-proof timestamps pulled from FloQast.
Two-way checklist task sync
Import FloQast checklists as native tasks in your workflow tool and push status updates back via the update endpoint so both systems stay in lockstep.
Chart of Accounts sync and upload
Read a customer's FloQast chart of accounts and push GL structure updates back using the upload endpoint, keeping account mappings consistent across systems.
Unified user directory for FloQast
Leverage Truto's Unified User Directory API to list FloQast users, groups, and the authenticated user's profile — powering SCIM-like provisioning, access reviews, or role-based feature gating in your product.
SuperAI
FloQast AI agent tools
Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.
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.
Why Truto
Why use Truto’s MCP server for FloQast
Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 650+ integrations.
Auto-generated, always up to date
Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.
Fine-grained access control
Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.
Multi-tenant by design
Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.
Works with every MCP client
Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.
Built-in auth, rate limits, and error handling
Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.
Expiring and auditable servers
Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.
Unified APIs
Unified APIs for FloQast
Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.
How It Works
From zero to integrated
Go live with FloQast in under an hour. No boilerplate, no maintenance burden.
Link your customer’s FloQast account
Use Truto’s frontend SDK to connect your customer’s FloQast account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call FloQast
Truto’s Proxy API is a 1-to-1 mapping of the FloQast API. You call us, we call FloQast, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate FloQast’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about FloQast on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
What authentication method does the FloQast integration use?
Truto handles FloQast authentication on your behalf. Your end users connect their FloQast accounts through Truto's managed auth flow, so you never need to store or refresh credentials yourself.
Can I both read and write data in FloQast through Truto?
Yes. Read operations are available for checklists, reconciliations, controls, folders, entities, chart of accounts, audit trail logs, users, groups, and analytics. Write operations include creating and updating checklists, creating/updating/deleting controls, updating folders, uploading chart of accounts data, and attaching tags.
Does Truto handle pagination for FloQast list endpoints?
Yes. Truto automatically manages pagination across all FloQast list endpoints — such as checklists, reconciliations, controls, audit trail logs, and users — so you receive complete result sets without writing pagination logic.
Which Unified APIs does the FloQast integration support?
FloQast is mapped to Truto's Unified User Directory API, which provides standardized access to Users, Groups, and the authenticated user (Me). This lets you build cross-app user management features with a single schema.
Can I pull analytics data for close tracking?
Yes. The integration exposes both checklist analytics and reconciliation analytics endpoints, giving you aggregate completion metrics you can use to determine close status or build executive dashboards.
How do I work with multi-entity customers in FloQast?
You can list all entities and retrieve individual entities by ID. Combined with the chart of accounts and folder endpoints, this lets you map your customer's full organizational and GL structure programmatically.
FloQast
Get FloQast integrated into your app
Our team understands what it takes to make a FloQast integration successful. A short, crisp 30 minute call with folks who understand the problem.
Talk to us