Float Cash Flow

Real-time cash flow forecasting for Xero, FreeAgent and QBO

4,8 /5 (64 reviews) Write a Review!

Float Cash Flow Overview

What is 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!

Float Cash Flow Overview

Pricing

Starting from
US$69,00/month

Pricing options

Free Trial
Subscription
Value for money

Essential: $69 per month
- 3 user accounts
- Base Forecast
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary

Premium: $119 per month
- 10 user accounts
- Base Forecast
- 10 additional scenarios
- 3 years future forecast
- Weekly cash summary

Enterprise: $249 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]


Float Cash Flow Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Float's cash flow graph
Budgets within Float
Manage Bills To Pay
New Hire Scenario
Update Invoice Payment Date
Weekly View in Daily Breakdown Tab
Float Cash Flow video Float Cash Flow screenshot: Float's cash flow graph Float Cash Flow screenshot: Budgets within Float Float Cash Flow screenshot: Manage Bills To Pay Float Cash Flow screenshot: New Hire Scenario Float Cash Flow screenshot: Update Invoice Payment Date Float Cash Flow screenshot: Weekly View in Daily Breakdown Tab

Float Cash Flow Reviews

Float Cash Flow Reviews

Overall rating
4,8
/
5
Excellent
49

Very good
15

Average
0

Poor
0

Terrible
0

Value for Money
4,6
Features
4,6
Ease of Use
4,8
Customer Support
4,8
100% recommended this app
Glen C.

Float

Float provides crystal clear visibility on our cashflow. Something we had always struggled with in the past.


Emily D.

Crucial cash flow forecasting

I love using Float and everyone at Float is super helpful and friendly. I recommend this app everytime someone requests a cash flow as it's by far the easiest system to use and efficiently procude a cash flow forecast under pressure.


Katia K.

Float is brilliant... but could be better

Float has made the management of cashflow significantly easier and smoother than a spreadsheet!


Emma M.

Great cash flow forecasting tool!

Having an online c/f which links to Xero has enabled me to have c/f conversations real-time with clients and run multiple scenarios. It has eliminated the need for excel s/s which in turn has made my time more efficient. It has increased client engagement and provided me with more time for data analysis rather than s/s checking and data entry.


Sandeep K.

Great tool for simple cash flow management, and even better to get rid of manual Excel...

Better cash flow overview, minimizes the need for Excel.


Glen C.
Industry: Architecture & Planning
Company size: 2-10 Employees

Float

Used Daily for 1+ year
Reviewed on 2018/12/05
Review Source: Capterra

Float provides crystal clear visibility on our cashflow. Something we had always struggled with in the past.

Pros

Ease of use, clarity of information. Focus.

Cons

Nothing in particular.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Emily D.
Industry: Accounting
Company size: 51-200 Employees

Crucial cash flow forecasting

Used Daily for 6-12 months
Reviewed on 2020/04/23
Review Source: Capterra

I love using Float and everyone at Float is super helpful and friendly. I recommend this app everytime someone requests a cash flow as it's by far the easiest system to use and efficiently procude a cash flow forecast under pressure.

Pros

Float is so easy to use for us, but also for our client. It helps our clients keep on track of their cash flow forecasting easier than before as it's so easy to understand whilst being very granular.

Cons

If it could go beyond and produce projected profit and loss and balance sheet.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Katia K.
Industry: Airlines/Aviation
Company size: 2-10 Employees

Float is brilliant... but could be better

Used Daily for 6-12 months
Reviewed on 2020/10/07
Review Source: Capterra

Float has made the management of cashflow significantly easier and smoother than a spreadsheet!

Pros

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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Emma M.
Industry: Accounting
Company size: Self Employed

Great cash flow forecasting tool!

Used Weekly for 1-5 months
Reviewed on 2019/11/04
Review Source: Capterra

Having an online c/f which links to Xero has enabled me to have c/f conversations real-time with clients and run multiple scenarios. It has eliminated the need for excel s/s which in turn has made my time more efficient. It has increased client engagement and provided me with more time for data analysis rather than s/s checking and data entry.

Pros

Option of manual link-up to Xero so forecast can reflect Xero updates immediately.
Ability to run multiple scenarios so clients can see the impact of making different business choices on the cashflow.

Cons

It would be useful to be able do s/s upload of scenario budgets - can currently only do for the main forecast I think.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sandeep K.
Industry: Computer Software
Company size: 51-200 Employees

Great tool for simple cash flow management, and even better to get rid of manual Excel tracking!

Used Weekly for 6-12 months
Reviewed on 2018/05/02
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
9,4/10
Based on 64 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Float Cash Flow Pricing

Float Cash Flow Pricing

Starting from
US$69,00/month
Free Trial
Subscription
Value for money

Essential: $69 per month
- 3 user accounts
- Base Forecast
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary

Premium: $119 per month
- 10 user accounts
- Base Forecast
- 10 additional scenarios
- 3 years future forecast
- Weekly cash summary

Enterprise: $249 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]

Essential: $69 per month
- 3 user accounts
- Base Forecast
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary

Premium: $119 per month
- 10 user accounts
- Base Forecast
- 10 additional scenarios
- 3 years future forecast
- Weekly cash summary

Enterprise: $249 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]

Value for Money
4,6/5
Based on 64 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Float Cash Flow Features

Float Cash Flow Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,6/5
Based on 64 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Float Cash Flow

Additional information for Float Cash Flow

Key features of Float Cash Flow

  • Xero, QuickBooks Online, FreeAgent

Benefits

- 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

Float Cash Flow FAQs

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: $69 per month - 3 user accounts - Base Forecast - 5 additional scenarios - 3 years future forecast - Weekly cash summary Premium: $119 per month - 10 user accounts - Base Forecast - 10 additional scenarios - 3 years future forecast - Weekly cash summary Enterprise: $249 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. What are the main features of Float Cash Flow?

Float Cash Flow offers the following features:

  • Xero, QuickBooks Online, FreeAgent

Q. Who are the typical users of Float Cash Flow?

Float Cash Flow has the following typical customers:

Small Business, Non Profit, Freelancers, Mid Size Business

Q. What languages does Float Cash Flow support?

Float Cash Flow supports the following languages:

English

Q. What type of pricing plans does Float Cash Flow offer?

Float Cash Flow has the following pricing plans:

Subscription

Q. Does Float Cash Flow support mobile devices?

We do not have any information about what devices Float Cash Flow supports

Q. What other apps does Float Cash Flow integrate with?

Float Cash Flow integrates with the following applications:

FreeAgent, QuickBooks Online, QuickBooks Online, Unanet A/E, Xero, Xero

Q. What level of support does Float Cash Flow offer?

Float Cash Flow offers the following support options:

FAQs, Knowledge Base, Online Support, Video Tutorials, Forum