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

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What is Float?

Float (accounting): Unlock cash visibility and make confident financial decisions with visual cash flow forecasting. 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. Key capabilities: Cash flow forecasting, Scenario planning, Budget tracking, Visual timeline, Integration support. Float is paid-only, with most plans including a trial period. Buyers most often compare Float against Productive, Pleo, Kyriba.

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

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
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.

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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

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