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Integration

FloQast Integration

Upload trial balances from Business Central to FloQast in one click.

Eliminates manual trial balance exports by connecting Business Central directly to FloQast. Uploads G/L trial balances with dimensional analysis, automatically splitting P&L (month-to-date) from Balance Sheet (year-to-date), with full audit logging.

The challenge

Finance teams using Business Central and FloQast often spend valuable time each close period manually exporting trial balance data, reformatting spreadsheets, and uploading files to FloQast. The process is tedious, error-prone, and lacks an audit trail. Dimensional analysis gets lost or has to be rebuilt by hand every cycle.

How FloQast Integration solves it

Blue Dragonfly FloQast Integration connects Business Central directly to the FloQast close management platform. Extract posted G/L data, enrich it with BC dimension values, transform it into FloQast's JSON format, and upload — at the click of a button, with a full audit trail.

Key benefits

Eliminate manual uploads

Stop exporting trial balances, reformatting spreadsheets, and uploading files to FloQast each period. The integration sends accurate, dimension-enriched data directly to the FloQast API.

Dimensional analysis, built in

Configure any combination of Business Central's eight shortcut dimensions, each mapped to its own FloQast entity for independent close workflows.

Correct P&L vs Balance Sheet treatment

Income Statement accounts upload as month-to-date amounts; Balance Sheet accounts upload as year-to-date balances — matching standard FloQast trial balance conventions automatically.

Full audit trail

Every upload attempt, connection test, and API response is recorded with timestamps and user identification — the audit trail manual uploads never had.

What it does

One-click period-end upload

Upload trial balance data for all configured dimensions in a single action from the dedicated Upload page.

Multi-dimension support

Map each shortcut dimension to its own FloQast entity. Add a plain, non-dimensional trial balance as a separate entity if you want both views.

Interactive data preview

Review extracted G/L data and the exact JSON payload before submitting, so you can verify accuracy before anything reaches FloQast.

Automatic retry with backoff

Transient API errors are handled with exponential backoff retry logic, reducing the need for manual re-uploads when FloQast has a hiccup.

Built-in diagnostics

Enable detailed diagnostics to capture request/response payloads for fast troubleshooting when something unexpected happens.

How it works

  1. 1

    Configure

    Enter your FloQast API key and entity IDs on the Setup page. Use the built-in Retrieve Entities action to look up FloQast entities directly from Business Central.

  2. 2

    Map dimensions

    Choose the BC shortcut dimensions you want to upload and map each to the corresponding FloQast entity.

  3. 3

    Test connection

    Run the built-in connection test to confirm everything is wired up before your first upload.

  4. 4

    Upload

    At period end, hit the upload action. Trial balances for all configured dimensions are sent to FloQast in one click, with a full activity log.

Technical specs

Business Central
Business Central 2022 Wave 1 and later, cloud and on-premises
Cloud
Supported
On-premises
Supported

Pricing

Subscription, per-tenant pricing

Contact us for pricing based on entity count and close volume.

Get a quote

Frequently asked questions

Does this do two-way sync between Business Central and FloQast?

No — the integration uploads trial balance data from Business Central to FloQast. The direction is BC-to-FloQast so the close management platform stays current with your GL.

Do we need FloQast's API plan?

Yes — the integration uses the FloQast API, which requires API access on your FloQast plan. We can confirm fit before you commit.

What if a dimension isn't in my chart of accounts?

You configure which of Business Central's eight shortcut dimensions are included. Only the ones you map are uploaded.

Who is this designed for?

Accounting and finance teams running BOTH Business Central and FloQast — controllers, staff accountants, and finance managers responsible for period-end close.

See FloQast Integration in your environment.

Request a demo and we'll walk through the app against your actual Business Central setup.

FloQast is the standard for structured close management. Business Central is the source of truth for your books. The manual export-reformat-upload dance between them doesn’t need to be part of every close cycle.

Blue Dragonfly FloQast Integration makes it a single action: configure once, click upload, and your trial balance — with dimensional detail and the correct P&L / Balance Sheet treatment — lands in FloQast with a full audit trail behind it.