FloQast: A Month-End Miracle

How AI is Saving Accountants from the Shitshow

Author

Kyle DeCorrevont
March 27, 2025

FloQast is a leading provider of accounting workflow automation software which was created by accountants for accountants. You can’t ask for much more when you’re hunting for tools that don’t suck.

It’s trusted by over 2,600 teams, including juggernauts like Twilio, Zoom, the Los Angeles Lakers, and Snowflake, proving itself as a serious player in the game.

As someone who personally works in the accounting field, month-end is a total shitshow—spreadsheets everywhere, coffee going cold, and stress levels through the roof—but that’s where FloQast comes in.

It hooks up with systems like Oracle and SAP, takes the grunt work out of reconciliations, and throws up a dashboard that makes you feel like you’re actually in control.

Plus, their AI Agents are like your personal accounting sidekicks, whipping transactions and journal entries into shape with just a few words—no tech wizardry required. FloQast also made waves as the first software company to snag ISO 42001 certification in January 2025, proving they’re serious about keeping their AI trustworthy and on the level.

So, what’s this ISO 42001 thing? It’s the world’s first standard for managing AI responsibly, set up to make sure companies use it ethically—think data safety, transparency, and dodging risks like bias or breaches.

For FloQast, grabbing this certification shows they’re not just tossing AI into the mix for kicks; they’ve got a solid system to back it up, making them a standout in the accounting tech world.

Want to learn more or sign up for FloQast? Dive into their main page here FloQast

DCD Bookkeeping: Smarter Bookkeeping

At DCD Bookkeeping, we’re not just keeping up with the latest in accounting—we’re using AI-powered tools within QuickBooks to make bookkeeping more efficient and accurate.

From AI-driven transaction categorization to automated financial reports, we leverage the best that QuickBooks has to offer to keep your books clean, avoid tax stress, and free up your time for what really matters—growing your business.

If you need monthly bookkeeping, consulting, or a full cleanup, we’ve got you covered.

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Quick Bite: Accounting + AI = Mind Blown

AI’s been low-key disrupting accounting since the ‘80s. Early systems were out there grinding through tax prep and audits like it was nothing. Probably some nerdy software Bill Gates built.

Fast forward, and now we’ve got heavy hitters like FloQast and QuickBooks AI Agents—smart enough to learn patterns, catch mistakes, and keep the month-end chaos in check.

Turns out AI’s been killing the game of books for longer than most realize

YouTube Video of the week

These guys talk about where they believe the accounting industry is heading in the next couple of years. They dive into AI and how they think accountants need to move out of the weeds with the numbers and shift into more of a reviewer role. In their words, accountants are going to become more like historians for businesses.

Still a bit dry and boring for someone who isn’t a complete nerd for this stuff, but it’s definitely interesting to hear their take on where this industry is moving

Crypto Corner - Hot/Cold Wallets

After the crash of FTX, it became quite evident that leaving crypto on an exchange is extremely risky. Don’t let retirement investments of yours be stolen and locked up because some fat geek who plays video games all day mismanages a billion-dollar business.

It’s extremely important to put your money in wallets off crypto exchanges, but the challenging question is where?

Well, let me help you out.

There’s hot wallets and cold wallets.

Hot wallets are like your digital loose change—always online, quick to whip out, and perfect for daily crypto moves. They’re software-based, chilling on your phone or laptop, hooked to the internet non-stop. That’s clutch for trading or snagging some random NFT, but the downside? They’re out there in the wild, more open to hackers and digital creeps. Fast and easy, sure, but not bulletproof.

Cold wallets are the real deal—think of them as your personal crypto vault. These are offline, stored on hardware like USB sticks or metal plates, keeping your private keys (the golden tickets to your stash) locked away from online slime. They’re ideal for stashing the big stuff—like your retirement pile—safe from exchange meltdowns. The catch? They’re not as quick to use; you’ve got to plug them in or jump through hoops to move funds. These cold wallets are for security, not speed

Why bother with both? Because smart investors play it two ways: hot wallets for the small, fast stuff, and cold wallets to shield the bulk from disasters like FTX.

Exchanges can tank hard—don’t get caught with your pants down.

For hot wallets, in my opinion, Trust Wallet is the best—Binance-backed but you hold the keys, with support for tons of coins, silky-smooth swaps, and a killer interface. It’s free and ready to roll. Grab it here

Then there’s MetaMask, a straight-up beast with a huge following, dead simple to use, and built for Ethereum and DeFi action. Free browser extension or app, good to go. Scope it here

For cold wallet wise there really is only one. Ledger Nano X runs the show. Slick hardware, over 5,500 coins supported, Bluetooth-enabled, and tough as nails—around $150, but it’s a fortress. Cop it here

Or go with Trezor Model T—open-source, touchscreen, and hacker-proof for about $180. Check it here

Either way you go, it’s a far better option than keeping your crypto on an exchange. Just please do your own homework since some of these wallets aren’t compatible with certain cryptos, and DO NOT buy them from Amazon or third-party sellers.

Scammers have crafty tricks for stealing keys and tampering with these devices. Stick to the links above