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FloQast Integration Guide
FloQast can exchange accounting, close, reconciliation, and audit workflow data through tenant-approved APIs, files, or managed integration services.
FloQast integration options at a glance
FloQast is designed to connect accounting and enterprise systems with close management, reconciliations, flux analysis, audit requests, and compliance workflows. However, public documentation does not confirm a generally available REST API, webhook model, bulk API, file API, or authentication specification. Implementation should begin by confirming the customer tenant’s approved interfaces, resource coverage, credentials, limits, and export capabilities. Once an interface is available, Martini can orchestrate scheduled retrieval, file exchange, transformation, validation, and delivery to FloQast or downstream systems. Martini can also expose a controlled REST API for normalized FloQast data and coordinate retries, idempotency, monitoring, and synchronization ledgers.
| Integration point | Supported by FloQast? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Not confirmed | A tenant-approved REST interface could support close checklists, reconciliations, accounting data, or status retrieval, but a public FloQast REST reference was not verified. | Martini can consume documented REST endpoints, map responses, apply business rules, and orchestrate writes when FloQast confirms API access and authentication. |
| File import/export | Not confirmed | File exchange may support accounting data, close information, or supporting documentation where an approved FloQast export or import process exists. | Martini can generate, consume, validate, transform, and route structured files through scheduled workflows, subject to FloQast’s confirmed formats and delivery process. |
| Scheduled synchronization | Limited | Scheduled retrieval is a practical fallback when broad webhook or event coverage is unavailable, provided FloQast exposes an approved API, export, or managed connection. | Martini can run scheduler-triggered workflows, maintain checkpoints or synchronization ledgers, and process bounded accounting periods or changed objects. |
| Webhooks / outbound callbacks | Not confirmed | FloQast may provide notifications for selected resources or customer-specific arrangements, but broad event delivery was not publicly confirmed. | If callbacks are available, Martini can expose an API and trigger a workflow to validate, retrieve, transform, and route the notification. |
| Bulk / async / batch APIs | Not confirmed | Batch behavior may be available through ERP integrations or file imports, but a public FloQast batch API specification was not verified. | Martini can orchestrate batches, partition large periods, track checkpoints, and retry safe units when the approved FloQast interface defines batch semantics. |
| File / attachment transfer | Not confirmed | FloQast manages audit evidence and supporting documentation, but a public file or attachment API was not verified. | Martini can transfer files through confirmed APIs or exports and enforce metadata, size, content-type, security, and retention rules once supported mechanisms are documented. |
| Authentication | Not confirmed | The tenant authentication method, credential scope, and module access requirements must be confirmed with FloQast. | Martini can keep tenant credentials in environment configuration and secrets management and apply the authentication scheme documented for the approved interface. |
| Database / analytics access | Not confirmed | Direct database access or a public analytical data service was not verified and should not be assumed. | Martini can connect to an approved external database or reporting store when one is provided, but it should not bypass FloQast access controls or assume direct database access. |
How FloQast exposes data and business events
FloQast REST APIs
A public, complete FloQast REST API reference was not verified. If the customer tenant provides documented REST access, it may expose selected close, reconciliation, accounting, or status resources.
Martini implementation pattern
Martini implementation pattern: Martini authenticates using the tenant-approved method, invokes documented endpoints, validates response structure and pagination, maps FloQast objects to a canonical model, and writes to the target system. Endpoint permissions and resource coverage must be confirmed before design is finalized.
Implementation sequence
FloQast file exchange
FloQast manages accounting and supporting documentation, but public file import, export, and attachment API specifications were not verified. File exchange should be used only when the tenant confirms an approved format and delivery process.
Martini implementation pattern
Martini implementation pattern: a scheduled workflow receives or creates an approved file, validates its structure and financial-period scope, transforms rows into the required FloQast or downstream format, and records the file and processing outcome. Attachment transfer requires separate confirmation.
Implementation sequence
FloQast scheduled synchronization
Public documentation did not confirm broad change events, so scheduled synchronization may be the practical approach when FloQast provides an approved API, export, or managed connection.
Martini implementation pattern
Martini implementation pattern: a scheduler starts a workflow for a bounded period or change window. Martini retrieves available data, compares stable FloQast identifiers and known state, processes additions and updates, and records checkpoints or a synchronization ledger for safe reruns.
Implementation sequence
Common FloQast integration patterns
Pattern 1: Sync accounting data to FloQast
When to use this pattern
Use this pattern when an accounting platform is the source of ledger, account, entity, or period information and FloQast is used for close and reconciliation coordination. The exact FloQast write mechanism must be confirmed.
Integration direction
Example Mapping
| FloQast Field | Canonical Field | Target Field |
|---|---|---|
| accounting account identifier | account.externalId | Accounting accounts.identifier |
| fiscal period | accountingPeriod.code | Close period |
| subsidiary or entity | entity.externalId | Entity reference |
| period balance | balance.amount | Period balance |
Martini implementation pattern
A scheduled Martini workflow retrieves a bounded accounting period, enriches rows with entity and ledger context, validates required account mappings, and sends the accepted data through the FloQast interface approved for the tenant. The workflow stores cross-references and retries transient failures while isolating invalid rows.
Martini capabilities used
- workflows
- scheduled triggers
- API consumption
- data mapping
- business rules
- error handling
Pattern 2: Publish reconciliation status to reporting
When to use this pattern
Use this pattern to provide management dashboards or operational applications with normalized reconciliation status without requiring each consumer to understand FloQast’s data model.
Integration direction
Example Mapping
| FloQast Field | Canonical Field | Target Field |
|---|---|---|
| reconciliation identifier | reconciliation.externalId | reconciliation_id |
| status | reconciliation.status | status |
| preparer and reviewer | ownership.preparerReviewer | owner fields |
| due date | reconciliation.dueDate | due_date |
Martini implementation pattern
Martini periodically retrieves reconciliations through an approved FloQast API or export, maps status and ownership values to a canonical reporting schema, validates period and account references, and upserts the result into a reporting database. Duplicate protection and checkpointing make reruns safe.
Martini capabilities used
- workflows
- scheduled synchronization
- data mapping
- SQL/database connectivity
- validation
- idempotency
Pattern 3: Synchronize close checklist activities
When to use this pattern
Use this pattern when close activities need to be represented in an enterprise work-management application and FloQast exposes the required checklist data and approved write operations.
Integration direction
Example Mapping
| FloQast Field | Canonical Field | Target Field |
|---|---|---|
| checklist item identifier | closeTask.externalId | external_reference |
| assignee | closeTask.owner | assigned_to |
| due date | closeTask.dueDate | due_date |
| completion status | closeTask.status | state |
Martini implementation pattern
Martini retrieves new or changed checklist items, maps assignees and due dates, applies ownership rules, and creates or updates target tasks using a cross-reference table. Bidirectional status updates are enabled only when ownership is explicit, and conflicting updates are routed for review.
Martini capabilities used
- workflows
- API consumption
- data mapping
- business rules
- cross-reference storage
- error handling
Pattern 4: Coordinate audit requests and evidence metadata
When to use this pattern
Use this pattern when audit requests must be coordinated with an external document or workflow application. It should not assume that FloQast attachments are API-accessible.
Integration direction
Example Mapping
| FloQast Field | Canonical Field | Target Field |
|---|---|---|
| audit request identifier | auditRequest.externalId | page or request reference |
| request owner | auditRequest.owner | owner |
| completion status | auditRequest.status | workflow status |
| evidence metadata | evidence.metadata | document metadata |
Martini implementation pattern
Martini retrieves open audit requests through an approved interface, matches them to external evidence metadata, validates required fields, and publishes status or references. File content is transferred only after FloQast confirms attachment support, limits, and security requirements; unresolved matches enter an exception workflow.
Martini capabilities used
- workflows
- API consumption
- data mapping
- validation
- business rules
- exception handling
Applications commonly integrated with FloQast
FloQast commonly sits alongside accounting, ERP, finance, and enterprise workflow applications. The specific interface and resource coverage for each customer should be confirmed with FloQast before implementation.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| NetSuite | Exchange general-ledger balances, account structures, subsidiaries, and period information for close and reconciliation processes. | NetSuite → Martini → FloQast | Martini retrieves approved NetSuite accounting data on a schedule, normalizes accounts and periods, validates required dimensions, and sends the result to FloQast through the tenant-approved interface. Failed periods are retried without duplicating previously accepted data. |
| Sage Intacct | Synchronize financial data and account information used for reconciliations and close management. | Sage Intacct → Martini → FloQast | A scheduled Martini workflow retrieves Sage Intacct balances and account metadata, maps entities and fiscal periods, applies validation rules, and delivers the transformed payload or file to an approved FloQast integration endpoint. |
| Microsoft Dynamics 365 Finance | Provide period balances, entities, and account data to support close and variance analysis. | Microsoft Dynamics 365 Finance → Martini → FloQast | Martini extracts bounded period data, maps ledger and entity identifiers to FloQast conventions, records a synchronization checkpoint, and routes validation or delivery failures for review. |
| Microsoft Dynamics GP | Transfer accounting balances and period data into close and reconciliation workflows. | Microsoft Dynamics GP → Martini → FloQast | Martini consumes an approved Dynamics GP API or export, transforms account and period fields, validates duplicate keys, and submits data to FloQast using the interface confirmed for the tenant. |
| Oracle Fusion Cloud ERP | Synchronize ledger, account, entity, and period data for enterprise close processes. | Oracle Fusion Cloud ERP → Martini → FloQast | A Martini workflow retrieves Oracle financial data, applies account and subsidiary mappings, separates transient from business validation errors, and records the source-to-FloQast cross-reference for safe reruns. |
| QuickBooks Online | Support close and reconciliation processes for organizations using QuickBooks Online as the accounting source. | QuickBooks Online → Martini → FloQast | Martini retrieves the required QuickBooks Online accounting data, maps accounts and reporting periods, validates completeness, and delivers an approved API or file representation to FloQast. |
| BlackLine | Coordinate or consolidate close, reconciliation, and financial-control information where both platforms are present. | BlackLine → Martini → FloQast | Martini acts as an orchestration layer between approved BlackLine and FloQast interfaces, normalizing reconciliation and status data, applying ownership rules, and preventing conflicting bidirectional updates. |
| Workday | Exchange organizational, entity, or finance-related information used to assign and manage close activities. | Workday → Martini → FloQast | Martini retrieves approved Workday organization data, maps entities and assignees, validates effective dates, and supplies the resulting data to FloQast or a downstream reporting workflow. |
How to build a FloQast integration in Martini
Objective
Confirm FloQast tenant access, approved interfaces, credential scope, environments, and module permissions before building the workflow.
Instructions in Martini
- Obtain the tenant-specific API, export, or integration documentation
- Store credentials in Martini secrets and environment configuration
- Do not use FloQast user passwords, session cookies, or browser credentials
- Validate access against a non-production or controlled scope where available
Objective
Select scheduled polling, file arrival, or a tenant-approved callback based on the confirmed FloQast capabilities.
Instructions in Martini
- Prefer a scheduler when webhook coverage is not confirmed
- Use a bounded period or documented change window
- Use a webhook-triggered workflow only for confirmed callback events
- Define the synchronization frequency and operational ownership
Objective
Retrieve or receive close, reconciliation, accounting, audit, or compliance data through the approved interface.
Instructions in Martini
- Confirm pagination, sorting, filters, and continuation behavior
- Request only the required periods and objects
- Capture stable FloQast identifiers and available modification markers
- Record source metadata needed for reconciliation
Objective
Coordinate retrieval, validation, transformation, target writes, checkpointing, and exception handling in a reusable Martini workflow.
Instructions in Martini
- Separate extraction, mapping, business rules, and delivery stages
- Maintain a synchronization ledger when no reliable change marker exists
- Partition large periods or files into safe processing units
- Preserve correlation identifiers across calls and writes
Objective
Convert FloQast objects and accounting context into the canonical model required by downstream systems.
Instructions in Martini
- Map actual FloQast objects such as Reconciliations and Close checklists
- Normalize dates, periods, entities, accounts, currencies, and status values
- Validate required fields before submission
- Avoid using display names alone as integration keys
Objective
Enforce accounting-period, ownership, duplicate, and status-transition rules before data is written.
Instructions in Martini
- Preserve source period, entity, ledger, and account context
- Define ownership for assignees, reviewers, and status updates
- Use stable identifiers and cross-reference mappings
- Prevent bidirectional workflows from overwriting authoritative status changes
Common FloQast data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Close checklists | Coordinate period-end activities, due dates, statuses, assignees, and completion information. | Workday, ServiceNow, reporting databases, enterprise workflow applications | Martini can retrieve or receive approved checklist data, map task ownership and status values, apply idempotency rules, and publish normalized tasks or status updates. |
| Reconciliations | Manage account reconciliation preparation, review, status, and supporting information. | NetSuite, Sage Intacct, Oracle Fusion Cloud ERP, reporting databases | Martini can synchronize reconciliation data when exposed through an approved interface, preserving FloQast identifiers, periods, accounts, reviewers, and status transitions. |
| Flux analyses | Explain changes between accounting periods and support variance analysis. | Oracle Fusion Cloud ERP, Microsoft Dynamics 365 Finance, data warehouses, reporting applications | Martini can map variance fields, account references, periods, and explanations into a canonical reporting model, with validation for entity and fiscal-period consistency. |
| Audit requests | Track requests for audit evidence, documentation, ownership, and completion. | Confluence, document repositories, audit workflow applications, reporting systems | Martini can coordinate request metadata and statuses, while attachment transfer remains subject to confirmation of FloQast file access, limits, and content types. |
| Compliance controls | Manage control activities, evidence, certifications, and review status. | BlackLine, Workday, audit applications, reporting databases | Martini can normalize control status and evidence metadata through approved interfaces and route exceptions without logging sensitive financial content. |
| Accounting accounts | Reference general-ledger accounts associated with reconciliations, close processes, or variance analysis. | NetSuite, Sage Intacct, Microsoft Dynamics GP, Oracle Fusion Cloud ERP | Martini can use stable account identifiers and entity or ledger context for mapping, duplicate prevention, and period-level reconciliation. |
Authentication and security considerations
Confirm tenant authentication
FloQast’s public materials do not confirm whether tenant integrations use API keys, OAuth 2.0, or another credential model. Confirm access enablement, scopes, module permissions, environment separation, and endpoint documentation with FloQast.
Protect financial information
- Store credentials and tokens in Martini secrets and environment configuration.
- Do not use user passwords, browser sessions, or cookies for integrations.
- Restrict access to close, reconciliation, audit, and compliance data according to least-privilege requirements.
- Limit sensitive financial data in logs and validate attachment security before transfer.
Operational considerations for FloQast integrations
Plan for uncertain interface behavior
Confirm pagination, rate limits, concurrency, timeouts, file limits, status values, and supported write operations before production deployment.
Make synchronization safe
- Use stable FloQast identifiers and a synchronization ledger or checkpoint.
- Prefer documented incremental filters over repeatedly downloading all data.
- Retry transient failures with backoff, but do not blindly retry non-idempotent writes.
- Preserve accounting periods, entities, ledgers, currencies, and fiscal-calendar context.
- Test mappings when statuses, dimensions, custom fields, or source accounting structures change.
Why use Martini instead of scripts or point-to-point integrations?
Centralize integration logic
Martini provides a maintainable workflow layer for coordinating FloQast with accounting platforms, reporting stores, audit applications, and enterprise work-management systems.
Improve reliability and reuse
- Reuse authentication, mappings, validation rules, and error-handling patterns across workflows.
- Separate extraction, transformation, business rules, and delivery instead of embedding logic in scripts.
- Expose normalized APIs so downstream systems do not need to understand FloQast-specific structures.
- Use scheduling, checkpoints, retries, monitoring, and controlled deployment for operational consistency.
Frequently asked questions
FloQast can be integrated with accounting and enterprise systems through a tenant-approved API, file exchange, managed integration service, or scheduled synchronization process. Public research confirms FloQast integrations at a general level, but the exact API, event, file, and authentication capabilities must be confirmed for the customer tenant.
Yes, Martini can integrate with FloQast when the customer provides an approved FloQast API, file interface, managed connection, or callback. Martini can orchestrate workflows, map close and accounting data, expose normalized APIs, and handle validation, retries, and synchronization state.
No. A dedicated FloQast connector is not required. Martini can use FloQast’s confirmed native APIs, file interfaces, callbacks, authentication methods, or other approved endpoints, but those mechanisms must be validated with FloQast before implementation.
Lonti does not charge an additional per-connector or per-vendor fee to integrate FloQast. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from FloQast, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.
Use the interface FloQast confirms for the tenant and required modules. A documented REST API may be appropriate where available; otherwise scheduled file exchange, managed integration services, or approved exports may be more suitable. Public GraphQL and SOAP support were not confirmed and should not be assumed.
Public documentation did not confirm broad FloQast webhook or event-notification support. If the tenant provides callbacks for selected resources, Martini can receive them through an API workflow. Otherwise, scheduled retrieval or an approved file process is the safer design.
Martini can use documented timestamps, period or status filters, change markers, or a synchronization ledger containing stable FloQast identifiers and prior state. Workflows can process bounded periods, map statuses and ownership, and safely rerun accepted or failed units.
Martini maps FloQast objects into canonical and target schemas, validates required accounting context, and applies explicit status and ownership rules. Stable identifiers, cross-reference tables, checkpoints, retry policies, and separate handling for authentication, validation, throttling, timeout, and server errors help prevent duplicates and isolate failures.
Related Martini documentation
Workflows
Transformation
Plan your FloQast integration with Martini
Connect FloQast with accounting, reporting, audit, and workflow systems through governed APIs, scheduled workflows, file processes, and reusable integration logic.