← FloQast
FloQast role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Accounting software that automates month-end close, account reconciliations, and journal entries, working alongside tools like Excel and the ERP.
Who you'd be calling
Controllers, accounting managers, VPs of Accounting, and CFOs at mid-size companies.
Your opener
“Hi Jordan, this is Alex from FloQast. I'm calling accounting teams about making month-end close faster and less stressful. Do you have a minute to tell me how close goes for your team right now?”
Problems you solve for them
- Month-end close takes too many days and a lot of manual checklists
- Reconciliations live in spreadsheets, which is slow and risky for audits
- Teams burn out on repeat work during close and audit season
Discovery questions to ask
- How many days does your month-end close take today?
- How do you handle reconciliations and review sign-off: spreadsheets, email, or a tool?
- What happens at audit time: is it easy to pull support, or a scramble?
Objections they'll throw at you
“I'm busy right now.”
→ I get it, and I'm guessing close is on your mind. Could I call you right after your next close wraps, or is there a better time this week?
“Not interested.”
→ Fair enough. Just so I understand, is your close already running the way you want it to?
“We already use something for that.”
→ Good to know. Where does it still fall short, like reconciliations, tracking tasks, or audit support?
“Send me an email.”
→ Happy to. What is the one thing you would want to see: fewer days to close, or easier audits?
Competitors worth knowing
BlackLine, Trintech, Numeric
Interview tips for this company
- Understand the month-end close and why accountants dread it. Sound like you have sympathy for the pain.
- Know the 'AI agents, human-approved' angle from their about page, since accountants worry about trust and audit trails.
Written from public information about FloQast to help you practice. Ask an insider what their role play looked like; it's the best prep there is.