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Float
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Float

Overview
Synopsis

Float is forecasting software for business owners, finance departments and business advisors. Float integrates with Xero, QuickBooks Online and FreeAgent to help users create and automatically maintain cash flow forecasts

Category

Cash Flow Forecasting Software

Features

• Transaction notes: No more wasted time questioning where a number came from
• Real-Time Data: Cash forecast is always up-to-date
• Budget bars fill up as bills and invoices come in, allowing one to check them quickly
• Category Manager: Incorporate things like VAT liability payments and Corporation Tax payments into forecasts
• Spreadsheet Input tool: Easily copy and paste the forecast from elsewhere into Float
• Unlimited staff logins

License

Proprietary

Price

• Medium - $59 / month
• Large - $99 / month
• Extra large - $199 / month

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Website
Company

Float

What is best?

• Real-Time Data: Cash forecast is always up-to-date
• Budget bars fill up as bills and invoices come in, allowing one to check them quickly
• Category Manager: Incorporate things like VAT liability payments and Corporation Tax payments into forecasts
• Spreadsheet Input tool: Easily copy and paste the forecast from elsewhere into Float
• Unlimited staff logins

What are the benefits?

• Get detailed: Drill down to find out when and where the cash is going
• Exporting: Create beautiful PDF reports of the forecast
• Seasonal Planning: Prepare for seasonal fluctuations & know what to expect
• Potential business: Test how an increase in sales would affect the forecast

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
8.7
Features & Functionality
7.6
9.3
Advanced Features
7.6
9.1
Integration
7.6
9.3
Performance
7.6
9.0
Customer Support
7.6
9.2
Implementation
9.1
Renew & Recommend
9.0
Bottom Line

Float is an online cash management and forecasting tool that helps users manage their business and keep on top of the cash flow.

7.6
Editor Rating
9.1
Aggregated User Rating
2 ratings
You have rated this

Float is forecasting software for business owners, finance departments and business advisors. Float integrates with Xero, QuickBooks Online and FreeAgent to help users create and automatically maintain cash flow forecasts.

Float predicts cash movements based on due dates of bills and invoices sitting in an accounting package. Users can set more accurate ‘expected dates’ for payment of bills and invoices to get an even more detailed view. Every 24 hours Float automatically imports data from the linked accounting software to show how much cash has actually moved in and out of a business, how much cash is due to move and how much of a budget for that month is remaining. Perfect for quickly and accurately tracking budget vs actuals. Help businesses make informed decisions about the future based on the cash they will have in the bank.

By modeling these scenarios Float can help business owners understand whether to prepare, plan, or change direction. Float takes away the burden of data entry with automatic updates of all bills, invoices, and payments directly from accounting software every day. No spreadsheets required. Float is on a mission to cut through the noise of financial jargon and help businesses get quick, meaningful insight into their numbers.

Putting cash at the heart of things lays a no-nonsense foundation for long-term success. Working together in Float means everyone is up-to-date, on the same page and working together towards common goals. Float is the perfect tool to help advisors engage and collaborate with business owners about the future of their companies.

Float Features

  • Forecasting
  • Detailed drill down
  • Budgeting
  • Exporting and reporting
  • Create scenarios
  • Sync up your accounting software

Float Pricing

Extra Large

$199 Per month, billed annually
  • 100 users, Base Forecast, 100 additional scenarios, 3 years future forecast, Weekly cash summary, Priority support, Free staff training, Dedicated account manager

Large

$99 Per month, billed annually
  • 10 users, Base Forecast, 10 additional scenarios, 3 years future forecast, Weekly cash summary, Email support, Free staff training

Medium

$59 Per month, billed annually
  • 3 users, Base Forecast, 5 additional scenarios, 3 years future forecast, Weekly cash summary, Email support
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Ease of use
Features & Functionality
Advanced Features
Integration
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