How FloQast took control of their web experience in just 100 days
FloQast is an accounting transformation platform powered by AI agents. They help accounting teams automate workflows so they can stop being mere preparers and start being strategic reviewers.
Business Size: 800+
Industry: Fintech
But while they were helping clients accelerate, their own website wasn’t quite adding up. FloQast was running on a custom WordPress instance that was functional but rigid, so the marketing team couldn't make significant changes without involving developers. We’ve heard it before. (A bunch.)
This became a critical bottleneck because two major events were approaching simultaneously: a comprehensive corporate rebrand and the launch of a new AI product. So FloQast needed a website that looked the part and worked as fast as they did, and they needed it fast: live in just 100 days. It was crunch time.
A blended team for a high-stakes sprint
We kicked off with deep-dive workshops to align on their vision and user journey. The FloQast team brought along strong design guidelines, and we stepped in to ensure the ownable story and visual identity came through and worked hard.
The EA team provided critical UX direction, challenging the brief when necessary to refine the navigation to better serve the client’s specific buyer personas.
It was no small thing. Migrating FloQast’s 500+ pages required a true blended team approach. So we worked shoulder-to-shoulder with their marketing team. A flexible component system, combined with Webflow training and templates helped get things over the line - allowing them to start authoring pages immediately, rather than waiting for development to finish.
The continuous feedback loop this created was a thing of beauty. If a component needed a tweak (even down to a minor color shift), the EA adjusted it instantly to keep the momentum.
A confident Friday launch 😲
The deadline was tight, but the execution was airtight. Our team and the client both felt confident enough to launch the new site on a Friday, just days before their major product announcement, with no weekend fire drills.
The real outcome stretches beyond launch day, though. FloQast now has full ownership of its digital experience. Their marketing team can spin up new landing pages, run conversion tests, and update content without waiting in a developer queue.
And now, everything adds up
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Client perspective
“We all wanted to have the greatest site on the platform, and this new rebrand. Your team set us up for success.”
Senior Director of Brand Marketing at FloQast
P.S. Curious to hear more about FloQast? Watch the session with Mason Poe (Founder at Edgar Allan) and Jody Glaser (Senior Director of Brand Marketing at FloQast).
