--- title: FloQast API Integration on Truto slug: floqast category: Accounting canonical: "https://truto.one/integrations/detail/floqast/" --- # FloQast API Integration on Truto **Category:** Accounting **Status:** Beta ## Unified APIs ### Unified User Directory API - **Groups** — Groups are a collection of users in the source application. In some applications, they might also be called Teams. - **Me** — - **Users** — The User object represents a User. ## MCP-ready AI tools Truto exposes 26 tools for FloQast that AI agents can call directly. - **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. ## How it works 1. **Link your customer's FloQast account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach FloQast.** The Proxy API is a 1-to-1 mapping of the FloQast API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **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 - **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. ## FAQs ### 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.