Float Cash Flow
Float Cash Flow
About Float Cash Flow
Float integrates with Xero, QuickBooks Online and FreeAgent to help businesses to predict their future bank balance and manage their cash day-to-day.
Float is designed to save businesses, and accounting and bookkeeping firms, the hassle and headaches that come with using spreadsheets to manage cash. The intuitive interface gives you the power to plan for up to 3 years into the future, as well as visualise cash flow on a daily, weekly and monthly basis.
Set budgets for future cash in and out, and watch as they automatically fill up with invoices, bills and payments. Want to see how accurate your budgets are? Use Float's budget vs actuals report to see how realistic your projections are.
With Float you can update expected payment dates on bills and invoices to when you think they will actually get paid, without worrying about messing up the data in your accounting software.
Use the scenarios tool model the effects of different decisions on cash flow. Can you afford to hire a new employee, move to a new office or lose a client? Find out in minutes!
Cash flow has never been so easy!
Key benefits of Float Cash Flow
- Always up-to-date, visual cash flow forecasts
- Spot cash gaps and surpluses well in advance
- Scenario plan in minutes
- Plan for cash that's not yet in Xero, QBO or FreeAgent
- Export to CSV or PDF
- Plan for up to 3 years into the future
- Automatically syncs with accounting software, saving you time
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Reviews
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- Industry: Computer Software
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great tool for simple cash flow management, and even better to get rid of manual Excel...
Reviewed on 2018/05/02
Better cash flow overview, minimizes the need for Excel.
Better cash flow overview, minimizes the need for Excel.
Pros
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.
Cons
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.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great software, very easy to set up & use, excellent support - could add a couple of features
Reviewed on 2020/05/21
Pros
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
Cons
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!
Float Cash Flow FAQs
Below are some frequently asked questions for Float Cash Flow.Q. What type of pricing plans does Float Cash Flow offer?
Float Cash Flow offers the following pricing plans:
- Starting from: US$69.00/month
- Pricing model: Subscription
- Free Trial: Available
Essential: $59 per month - 3 user accounts - Base Forecast - 5 additional scenarios - 3 years future forecast - Weekly cash summary Premium: $99 per month - 10 user accounts - Base Forecast - 10 additional scenarios - 3 years future forecast - Weekly cash summary Enterprise: $199 per month - 100 user accounts - Base Forecast - 100 additional scenarios - 3 years future forecast - Weekly cash summary - Priority support - Dedicated account manager Save 20% when paid annually. Are you an accountant or bookkeeper? We have separate pricing available via our partner program, find out more by emailing [email protected].
Q. Who are the typical users of Float Cash Flow?
Float Cash Flow has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
Q. What languages does Float Cash Flow support?
Float Cash Flow supports the following languages:
English
Q. Does Float Cash Flow support mobile devices?
Float Cash Flow supports the following devices:
Q. What other apps does Float Cash Flow integrate with?
Float Cash Flow integrates with the following applications:
FreeAgent, QuickBooks Online, Xero
Q. What level of support does Float Cash Flow offer?
Float Cash Flow offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
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