Float Cash Flow

Float Cash Flow

Intuitive cash flow forecasting for Xero and QBO

4.8/5 (36 reviews)

Float Cash Flow Overview

Float is a cash flow forecasting tool that integrates with Xero, QuickBooks Online and FreeAgent to help small to medium sized businesses predict their future bank balance and manage their cash day-to-day.

Float is designed to save business owners the hassle and headaches that come with using spreadsheets, or worse, not forecasting at all. The intuitive interface gives you the power to plan for up to 3 years into the future, as well as visualise the data 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? You can compare your budgets to your actuals to see how realistic your projections are.

Float also helps you model expected payment dates on bills and invoices to show how your bank balance is affected when an invoice or bill is paid late.

Use Float's scenarios tool to play about with potential futures for your business. Have a look at what the effect of a 5% sales increase would mean, or hiring a new employee, or getting paid late.

Cash flow has never been so easy!

Pricing

Starting from
US$59,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English

Float Cash Flow Reviews

Overall rating
4.8/5
100% positive reviews
28
Excellent
8
Very good
0
Average
0
Poor
0
Terrible
Adam H.

Big time and money saver - Daily cashflow particularly useful

Used Daily for 2+ years
Reviewed on 2019/05/07
Review Source: Capterra

We use Float every day and is the best Cash Flow software we tried when evaluating - it gets slow but regular updates and the support team are relatively responsive. It's not cheap but we feel the ROI is completely worth it.

Pros

Works great for short to medium term cashflow management and the integration with both Xero and FreeAgent is good. Easy to use and provides us with very intelligent data.

Cons

Takes a bit of management and doesn't always do everything you want - not so useful for long term cashflow projections but has become an invaluable tool for us. Small issues.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Sandeep K.

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
Andrew K.

Why wouldn't you?

Used Daily for 2+ years
Reviewed on 2019/06/24
Review Source: Capterra

I've loved it since I first got involved, over 3 years ago. I can't imagine life without it!

Pros

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

Cons

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Christine H.

Easy way to track workload

Used Daily for Free Trial
Reviewed on 2018/12/29
Review Source: Capterra

Used a trial version for a month to see which task management software would work best for our small marketing team. While Float was easy (and even kinda fun) to implement, its functionality was too limited to continue use. I think it would be most useful in a situation where you have to focus on managing others and gauging the workload and hours spent on each client or project.

Pros

Super easy to use and figure out. Took almost no time at all to start implementing it in the workplace. It also makes it really easy to manage others - you can pass tasks from one person to the other, postpone them easily, and see at a glance whether someone is overbooked.

Cons

The capabilities are a little limited. While it can help you track workflow and task progression, it doesn't grant you a lot of flexibility in storing info about clients, setting due dates, etc.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jo P.

Float Cash Flow Software

Used Weekly for 1+ year
Reviewed on 2019/02/11
Review Source: Capterra

Overall I have found this software very helpful and also the customer service is really good. I always get a fast response and I love the fact that they are always looking to improve the software. The new function of multiple budgets in one cell was a bonus for our company.

Pros

What I like most about this software is how easy it is to use, even if you are not a professional accountant or bookkeeper. I also find the Scenario layers very helpful.

Cons

The one function I would love to have in Float is to be able to change the date of budget project to the next month without having to delete the budget in one month and enter to the next when our projects are prolonged to another month.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Float Cash Flow Pricing

Starting from
US$59,00/month
Pricing options
Free Trial
Subscription
Value for money

Medium: $59 per month- 3 user accounts
- Base Forecast
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary

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

Extra Large: $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 for resellers, find out more by emailing [email protected]

Float Cash Flow Features

  • Accounting Integration
  • Data Import/Export
  • Financial Analysis

  • API
  • Accounting Management
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customizable Reporting
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Float Cash Flow

Key features of Float Cash Flow

  • Xero, QuickBooks Online, FreeAgent

Benefits

- Cash flow forecasts business owners can understand and use
- Test drive different ‘what if’ questions
- Set budgets for expected cash
- Forget the data entry
- Export visual PDF reports
- Manage your cash flow up to 3 years
- Visualise your numbers on a daily, weekly or monthly basis
- No number goes unexplained, click into a cell to view the bills and invoices that make up your total
- Automatically syncs with Xero, QuickBooks Online or FreeAgent every 24 hours so your forecast is always up-to-date

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$59,00/month

Pricing model: Subscription

Free Trial: Available

Medium: $59 per month- 3 user accounts
- Base Forecast
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary

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

Extra Large: $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 for resellers, 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:

Freelancers, Mid Size Business, Non Profit, Small 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, Xero, Xero

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

Float Cash Flow offers the following support options:

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