Float Cash Flow Reviews

Float easily integrates with Xero, allows you to easily configure which banks get synced for display purposes, and provides excellent insight into the sources of cash and also where cash is being spent.

The invoices due and bills to pay reports are an easy way to access overdue bills and invoices without clicking through the accounting system.

This is ideal for anyone who wants to get an idea of their cash flow history and projections.

The product would be infinitely better if it supported multi-currency accounts, especially with more businesses holding more than 1 currency. Currently, details on cash is based on GL accounts. It might be way more usable if it gave us the option to view this from a customer/vendor name perspective, since we plan our cash flow on that basis, rather than by the GL account.

The concept with this program is so excellent, and I am holding out on new features being released that totally eliminate the need for other products (such as Excel) for tracking and projecting cash flow. If Float can make that leap, it'll easily be the #1 cash flow app.

I love how easily Float links in with the other software I use, it also makes looking at different scenarios with comparisons easy.

I think there are some more indepth functions that could be introduced that allow the user to have more control over how the information is displayed.
Such as being able to see purchase orders,
Being able to sort the 'Daily Breakdown' into categories.
Also, it would be really helpful to have a function that shows your current balance less bills that are due, the current display shows the balance at the start of the day with bills that have been paid as still showing due.

Super-easy to set up and sync to Xero, and to import or directly input budgets. Easy & really helpful basis to review and amend bill/invoice dates for cashflows.

Scenario planning and comparisons very helpful, and the output from those in charts etc great for presentation. Also allows you move & group cash in/out categories

Other than charts, outputs are limited to CSV files so not that easy/quick to manipulate offline, and have to do all your own formulas & formatting, etc.

I understand they’re working on Excel downloads - soon I hope!

I really like integration between Float and Xero accounting tool, updates are reflected immediately. It is easy to use and understand.

Even when you can have different scenarios you just are able to compare against the last month, last 3 months and last 6 months, it would be better if you can select a custom view.

Ease of use, clarity of information. Focus.

Nothing in particular.

what I like the most is its integration with quickbooks and how easy it is to see the arrears with payments to suppliers as well as customer charges, it makes us see that attack immediately and also allows us to see the details of the transactions when we click on a transaction in the cash flow

what I like the least is what it takes updating by giving it the refresh button, I think it's a slow nose if it is for the data handled but I would like it to be faster

Easy to use, also gives you the chance to create scenarios and most important can predict the cash movement. You can even add companies

Its not multilanguage and multicurrency, you can add companies but cant be useful if having companies in different countries

Float cash flow is easy to use and understand as it isn't complex hence making planning for cashflow easier and the customer service is highly responsive

Other then being somehow expensive it is cheaper then doing calculations manually interms of time and accuracy

I mainly use Float for its forecasting or “what if” scenarios feature. Float is one of the software that offers this feature. It is a feature that most f of our clients looks forward to. Float can also integrate well with QuickBook and Xero, another accounting software my team and I use. The software together is seamless.

The inability to use more than one type of currency is a difficulty most of the times. But it is all tolerable, given the feature of the software.

The ability to be Agile with my financial modelling, to allow me to make tactical decisions, without violating strategic objectives.

If I had to say, it would be price. The tool is probably of most use to SME's and the entry price point should be more like £20 / month

The sync with Xero means I don't need to worry about losing transactions, and can quickly compare forecast with actuals.
The scenarios tool enables me to examine whatif for any ledger/ sales or expense.
The weekly email tells you how much cash you have in the business too.

It's a little fun to setup, but you only have to do that once. Tweeking the budget is easy.
Perhaps an app.

I like how Float integrates seamlessly with Xero Accounting Software. It was relatively easy to set up for each client compared to other cash flow software apps on the market.

I dont have any dislikes at the moment with the software

Float is easy to use and not overly complex making it easy for clients to understand.
The integrations with accounting software such as Xero ensures it is kept up to date and makes cashflow planning a relatively quick and a regular task - which is key to managing finances.
The ability to forecast easily for different scenarios is a very useful feature that allows a business to easily see the impact of making changes.

It would be useful to have a multi currency feature

It is very easy to use and integrates very well with Xero.

It would be good to allow:
- Scenario layers to be used as a base layer for a second scenario that is a variation of the first scenario.
- PDF exports from the cash flow and daily breakdown pages that retain the page format.

It saves time. As compare to forcasting with spreadsheets like old methods, float cash flow is very easy and time saver. it is an easy way to track cash flow. that's the software what i was looking for.

So far my experience with this program have been great, no negative things have seen.

The integration directly with Xero. This allows us to see our cash flow forecasting move as soon as an invoice or bill is entered

Its a bit expensive but cheaper than the time needed to calculate manually. Adding new budget items is a little confusing

Float focuses more on budget management and financial reporting. Our team uses it specifically for that. Because it is non-complex, it does not experience much lag time. It works fast and efficiently. Saves our team a lot of time rather than manually calculating budgets for supplies or manually creating financial reports. It is simple and helpful.

Supports one type of currency only. Although multi-currency is rarely done in our company, there are still exchanges that are multi-currency.

Integrates well with Xero, our accounting software. You can create budgets and scenarios for different accounts from your GL. Very useful in that capacity but beyond that there is not much to the tool. Navigating around is not bad.

Historical graphs show actuals, not a great way to see variance. And forecast planning based on numbers not per headcount or any other fancier features. But for the price point this is a straightforward great tool.