Skip to content
Float logo

Unlock cash visibility and make confident financial decisions with visual cash flow forecasting.

Visit Website
Reviews onG2Capterra
1659 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Cash flow forecasting

Biggest con

Limited features

TL;DR - Float

  • Automates cash flow forecasting by syncing with accounting software.
  • Enables scenario planning and 'what-if' analysis for financial decisions.
  • Provides visual, accurate cash flow forecasts with daily, weekly, and monthly views.
Pricing: Paid only
Best for: Enterprises & pros
4.5/5 across review platforms

What is Float?

Editorial review
Float is a cash flow forecasting software designed for modern finance professionals, business owners, and agencies. It automatically syncs real-time financial data from accounting tools like Xero, QuickBooks Online, and FreeAgent to create visual cash flow forecasts, eliminating the need for manual spreadsheets. The platform allows users to quickly answer "what-if" questions by adding scenarios, projects, and budgets to visualize the impact of financial decisions. It provides accurate cash flow forecasts with daily, weekly, and monthly views, enabling users to zoom out for the bigger picture or drill down into granular details. Float helps businesses plan ahead with confidence, manage cash flow across multiple entities, and make informed decisions faster.

Available on: Web

Pros & Cons

Pros

  • Cash flow forecasting
  • Good integration
  • Active development
  • Good features
  • Fair pricing

Cons

  • Limited features
  • Learning curve
  • Better alternatives exist
  • Feature gaps
  • Support varies

Ratings Across the Web

4.5(1,659 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

Cash flow forecastingScenario planningBudget trackingVisual timelineIntegration supportCollaboration

Pricing Plans

Free Trial

Early

$50

  • 2 scenarios
  • 6-month forecasts
  • 13-week forecasts
  • Unlimited users
  • Real-time Xero/QuickBooks/FreeAgent integration
  • Email & chat support

Growing

$85

  • 4 scenarios
  • 18-month forecasts
  • 13-week forecasts
  • Unlimited users
  • Real-time integrations
  • Expert setup included
  • Email & chat support

Scaling

$115

  • 8 scenarios
  • 36-month forecasts
  • 13-week forecasts
  • Unlimited users
  • Real-time integrations
  • Expert setup included
  • Priority email & chat support

How Float's pricing compares

At $50/mo, Float is mid-range of its 3 direct competitors ($2.99 to $52/mo across the set).

$2.99
$49
Float
$50

Entry paid plan, monthly.

Reviews

4.5/5

Across 1,659 verified user reviews on Capterra, G2

Add your hands-on experience to help the next buyer.

Best Float Alternatives

Top alternatives based on features, pricing, and user needs.

View full list →

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

Explore More

Float FAQ

How does Float integrate with existing accounting software to create forecasts?

Float automatically syncs real-time financial data from accounting tools like Xero, QuickBooks Online, and FreeAgent. This integration allows Float to generate visual cash flow forecasts without manual data entry or complex spreadsheets.

What specific types of 'what-if' scenarios can users model within Float?

Users can add scenarios, projects, and budgets to visualize the impact of financial decisions. This includes answering questions such as whether the business can afford a new hire, when it might run out of cash, or what happens if a customer is lost.

What level of detail is available when viewing cash flow forecasts in Float?

Float provides accurate cash flow forecasts with daily, weekly, and monthly views. This allows users to either zoom out for a high-level overview or drill down into granular details, especially when cash flow is tight.

How does Float help users manage their cash runway and avoid unexpected shortfalls?

Float allows users to set a cash threshold limit and track the date they are projected to reach it. This feature provides early warnings, helping businesses understand risks and the sustainability of different financial scenarios.

Can Float be used to manage cash flow across multiple business entities?

Yes, Float supports managing multiple companies. Users can access real-time data and automate repetitive tasks, making it easier to track cash flow and financial performance across various entities.

Source: floatapp.com

Guides & Articles