Float.com Features
Time Tracking (5)
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Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
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Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
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Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Task Progress Tracking
Track the status and progress of tasks
Client Invoicing (2)
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile Time Tracking (15)
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Project Time Tracking
Measure time to completion or hours worked for projects
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Tracking
Track and document all activities across devices, networks, and other systems
Time Tracking by Client
Track time worked per client
Project Tracking
Monitor the progress of projects from start to finish
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Project Time Tracking
Measure time to completion or hours worked for projects
Leave Tracking
Manage and track employee attendance
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Online Time Tracking
Track employee and task times using internet connection
Offline Time Tracking
Track employee and task times without internet connection
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Administration (16)
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Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
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Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
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Permissions
Define and manage roles and access rights for the entire system.
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Remote Work
Allow users to use the system online and on mobile devices.
Platform (11)
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Reporting
Access pre-built and custom reports and dashboards.
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APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
Tasks (8)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
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Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Real-Time Updates
Receive system updates as soon as any changes are made
Projects (32)
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Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
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Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
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Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
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Views
Create customized project views for internal and external purposes (eg: for customers).
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Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
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Templates
Provide standards templates that can be customized by users to create new projects.
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Time & Expense
Track time and expenses associated with projects or tasks.
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Methodologies
Support agile and waterfall project management methodologies.
Project Time Tracking
Measure time to completion or hours worked for projects
Bug Tracking
Monitor and track bugs and issues in the system.
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Task Progress Tracking
Track the status and progress of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Project Tracking
Monitor the progress of projects from start to finish
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Sprint Planning
Identifying the tasks to be completed and the people to complete them during a set period of time
Project Planning
Organize and schedule projects
Release Planning
A timeline for taking a project live that outlines what features should be operational at the go-live date
Multiple Projects
Ability to handle several projects simultaneously
Multi-Department/Project
Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Templates
Pre-designed project plans that can be customized
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Percent-Complete Tracking
Level of completion within a task
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Task Planning
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Resource Management (5)
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Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
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Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
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Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Task Scheduling
Track and manage the scheduling of tasks
Project Planning/Scheduling
Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
Project Monitoring (4)
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Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
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Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Planning (4)
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Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
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Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
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Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Real-Time Data
Receive data and information in real time
Optimization (3)
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Performance
Monitor the performance of each resource by project, portfolio, or resource type.
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Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
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Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Project management (5)
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
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Views
Create customized project views for internal and external purposes (eg: for customers).
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Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
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Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
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Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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Workspace
Define customizable workspace for teams, departments, and external users.
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Configuration
Provide drag and drop options to configure workspaces.
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Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (1)
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Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
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Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
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Time & Expense
Track time and expenses associated with projects or tasks.
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Profitability
Monitor project proftability by team or department.
Integration (3)
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Front Office
Integrate with CRM, marketing, or customer service software.
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Back Office
Provide integration with accounting software and ERP systems.
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External data
Connect to external data sources such as databases or BI software.
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Project Management (2)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File Transfer
Move files across different systems or networks
Additional Functionality (171)
Backlog Management
The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
API
Application programming interface that allows for integration with other systems/databases
Retrospectives Management
Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
Task Management
Create, manage and track all task activities and progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Supports Scrum
Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
Team Management
Organizing a group of people to accomplish a task
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Request Management
Evaluating and prioritizing change requests that are received while working on the project
Commenting/Notes
Leave comments and notes on documents for others to view
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Planning Tools
Projections
Estimate or forecast of a future scenario based on the study of present trends
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Email Management
Manage, store and organize emails within the system or via third-party apps
Project Workflow
Create, manage, or update project workflows.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Negative Feedback Management
Identify, track, and respond to negative feedback
Data Import/Export
Import and export data to and from software applications
File Management
Create, save, and store files
Assignment Management
Assign issues and tasks based on availability or required skills
Progress Reports
Document and report the progress of ongoing projects
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Real-Time Reporting
Active reporting of data and metrics
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Document Management
Store, manage, and track all electronic documents in a centralized location
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
For IT Project Management
Supports project management for IT professionals & teams
Product Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Change Management
Track and monitor efficient handling of all changes/transitions
Mobile App
Access the system via a mobile application
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Testing/QA Management
Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Web-based Deployment
SaaS, web-based, online deployment
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control
Track revisions and updates made to files and navigate between different versions
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Forecasting
Form predictions based on past and present data/trends
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Remote Support
Provide support to your customers and employees remotely over a shared network
Predictive Analytics
Predict future data based on historical data sets
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Network Diagram
Diagram that depicts connections among nodes in a network
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Document Storage
Store and organize documents in a centralized system
Visualization
Graphical representation of data or processes
Customizable Reports
Alter the layout and content of reports
Time Clock
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Daily Reports
A document that lists daily activities or maintains a record of all events that happened in a day
Configurable Workflow
Configure existing workflows to meet your organization's needs
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Timeline Management
Manage a detailed schedule of a product plan
KPI Monitoring
Tracking the status of previously identified performance measurements
For Small Businesses
Designed for small businesses
Chat/Messaging
Communicate using direct chat or messages within the system
Messaging
Communicate using messages within the system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Real-Time Monitoring
Active monitoring of systems, applications, or networks
KPI Monitoring
Tracking the status of previously identified performance measurements
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Task Management
Create, manage and track all task activities and progression
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Manufacturers
Intended to be used by manufacturers
Real-Time Reporting
Active reporting of data and metrics
Mobile Access
Access software remotely via mobile devices
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Historical Database
Archive of job costs for similar projects
Inventory Control
Monitor product stock levels
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Predictive Analytics
Predict future data based on historical data sets
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Prioritization
Arrange tasks based on the level of priority or urgency
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Skills Tracking
Track employee skills, competencies, training & qualifications
Utilization Reporting
Track the frequency of asset usage
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
API
Application programming interface that allows for integration with other systems/databases
Project Planning
Organize and schedule projects
Assignment Management
Assign issues and tasks based on availability or required skills
Customizable Fields
Customize data fields to support various needs and use cases
Multiple Projects
Ability to handle several projects simultaneously
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Resource Request
Approve or reject incoming requests for resources based on need and user permissions
Data Import/Export
Import and export data to and from software applications
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Updates
Receive system updates as soon as any changes are made
Project Templates
Pre-designed project plans that can be customized
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Data Import/Export
Import and export data to and from software applications
Estimating
Estimate expected cost based on various factors before a project begins
Timer
Multi-Currency
Manage and handle various international currencies
Customizable Reports
Alter the layout and content of reports
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Fields
Customize data fields to support various needs and use cases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Budgeting/Forecasting
Create budgets based on historical data and future projections
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Summary Reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Automatic Time Capture
Automate recording of time to reduce human error
Overtime Calculation
Manage and record overtime hours for hourly employees
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Language
Manage and support multiple languages
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Technology Glossary Features
View definitions of the features and discover new technology terms.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.


