TLDR: FloQast has launched an AI Agent Builder within its FloQast Transform platform, enabling accounting professionals to create custom AI agents using natural language without coding. This innovation, announced at the TakeControl annual event, aims to automate unique workflows, enhance productivity, and position accountants as strategic business technologists.
FloQast, a leading Accounting Transformation Platform, has unveiled a groundbreaking AI Agent Builder designed specifically for accounting professionals. The announcement was made at the company’s annual TakeControl event, held from September 17-18, 2025. This new feature, integrated into FloQast Transform, empowers accounting teams to develop and manage their own custom AI agents using natural language, eliminating the need for coding expertise.
According to Mike Whitmire, Co-founder and CEO of FloQast, CPA, “FloQast is using AI to elevate accountants and evolve the role for the better, enabling preparers to become strategic reviewers and equipping professionals with the tools and intelligence they need to thrive in this new era.” He further emphasized that the company’s mission is “not to displace accountants, but to empower them. It’s about ensuring accountants own this transformation, lead the charge, and bridge the talent gap. This is how, together, we create the future of accounting we all want and need.”
The AI Agent Builder is a significant enhancement to FloQast Transform, a product within the company’s Accounting Transformation Platform that was initially released in March 2025. FloQast Transform serves as a centralized hub where customers can easily create, test, deploy, and manage FloQast AI agents. With the new builder, teams can automate specific and unique workflows tailored to their distinct needs and challenges. This capability is expected to transform accountants into “business technologists and transformation experts.”
Chris Sluty, Co-founder and Chief Product Officer at FloQast, highlighted the practical benefits, stating, “AI Agent Builder is a transformative tool that greatly improves the day-to-day productivity of accounting teams. Teams can now easily create, test, and manage custom AI Agents that meet their specific business needs with no coding required, all while maintaining full control with human-in-the-loop review. This is about empowering every team member to drive real business impact.”
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The company’s focus on AI is aligned with growing industry trends. Gartner’s 2024 report on AI use within finance indicates that “Finance leaders are increasingly optimistic about AI’s potential for their organization,” with 66% reporting increased optimism compared to the previous year. FloQast’s new offering aims to address challenges such as shrinking talent pools, heavier workloads, and increasing demands for strategic insights within the accounting profession. The platform also boasts ISO 42001 certification, underscoring its commitment to security, accuracy, and governance in AI-powered workflows.


