Case Study - From early engineer to principal: building accounting automation at scale

Overview

FloQast is an AI-powered accounting platform that transforms financial close processes, reconciliations, and compliance workflows. I joined as an early engineer and have been part of the company's journey to serving 3,000+ customers globally, including Twilio, Shopify, and Zoom.

This represents the consulting and technical leadership work I do with startups—joining early-stage companies and helping them scale technically, organizationally, and architecturally.

What FloQast Does

FloQast automates and optimizes accounting team workflows:

• Financial Close: Streamlines month-end and year-end closing procedures
• Reconciliations: Automates transaction matching (thousands in minutes)
• Compliance: Simplifies audit preparation and evidence collection
• AI-Powered Analysis: Automatic variance detection and explanation generation

Platform Impact

• 38% reduction in reconciliation time
• 23% reduction in audit preparation time
• 20% reduction in time to close books
• 39% improvement in close data accuracy

Key Capabilities

AI-Powered Automation:

• Automated transaction matching and anomaly detection
• AI-generated checklists tailored to industry and company size
• Automatic variance driver identification and explanation
• Request Agent handling email communication and document collection

Unified Platform:

• Journal entry automation and management
• Integrated evidence collection for compliance
• ERP integrations (NetSuite, Sage Intacct, SAP, Microsoft, Xero)
• ISO 42001 certified for ethical, responsible AI development

My Role & Contributions

As an early engineer progressing to principal engineer, I've contributed to:

• Platform Architecture: Core technical decisions enabling scale from startup to 3,000+ enterprise customers
• AI Integration: Building features that leverage AI for accounting automation
• Team Growth: Hiring and mentoring as engineering organization expanded
• Product Development: Creating features serving accounting teams at companies of all sizes
• Technical Leadership: Guiding architectural direction and engineering best practices

Company Positioning

FloQast positions itself as "By Accountants for Accountants"—founded by CPAs who understand the actual pain points of accounting workflows. This product-market fit clarity has been key to the company's success.

Why This Matters

Being part of FloQast's growth from early-stage startup to established platform demonstrates the consulting work I do with other startups: helping companies navigate technical challenges as they scale from initial product to enterprise-ready platform.

The skills developed—scaling systems, building teams, making architectural decisions under uncertainty—directly inform the technical leadership I provide to early-stage companies today.

Learn more at floqast.com.