---
title: Float Reviews
meta_title: 'Float Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Float works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 7
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Travel & Expense
  url: https://www.g2.com/categories/travel-expense
---


# Float Reviews
**Vendor:** Float Financial  
**Category:** [Expense Management Software](https://www.g2.com/categories/expense-management)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 7
## About Float
Float is how modern Canadian companies automate their spending while retaining control, so you can focus on what matters. Say goodbye to the old way of managing spend. Welcome to the Float way. Smart corporate cards powered by intelligent expense software, and earnings that are anything but a bank. Trusted by thousands of Canadian businesses including Klue, Knix, Neo Financial and more!



## Float Pros & Cons
**What users like:**

- Users value the **seamless QuickBooks integration** in Float, enabling effortless transaction management and bookkeeping. (3 reviews)
- Users highlight Float&#39;s **time-saving features** , enabling efficient financial management and real-time visibility without traditional bottlenecks. (3 reviews)
- Users find Float to provide **exceptional convenience** in managing expenses and cash flow with streamlined integration. (2 reviews)
- Users find Float&#39;s platform to be **streamlined and easy to use** , making cash flow and expense management efficient. (2 reviews)
- Users value the **easy management** features of Float, facilitating smooth transitions and simplified expense tracking. (2 reviews)
- Users find the **implementation effortless** , benefiting from easy integrations and exceptional support during the transition to Float. (2 reviews)
- Automation (1 reviews)
- Customer Support (1 reviews)
- Data Entry (1 reviews)
- Decision Making (1 reviews)

**What users dislike:**

- Users find the **time-consuming adjustments** in Float frustrating, as simple updates require extra steps and selections. (2 reviews)
- Users face **approval issues** with Float, such as tax adjustments not updating automatically and deselected transactions after bulk edits. (1 reviews)
- Users experience **auto-filling errors** that require manual adjustments, complicating the bulk editing process. (1 reviews)
- Users face **linking issues** with tax adjustments and bulk editing, leading to repetitive selection and inefficiencies. (1 reviews)
- Users find the interface **clunky at times** , which can hinder the overall user experience with Float. (1 reviews)

## Float Reviews
  ### 1. Best in class

**Rating:** 5.0/5.0 stars

**Reviewed by:** Krishna A. | Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 12, 2025

**What do you like best about Float?**

Everything especially the accounting integrations with QBO

**What do you dislike about Float?**

1. Once we select Tax code and if we change tax-exempt amount, the tax figure does not adjust on its own. We have to change tax code to something else and then change back again to have the tax amount updated 

2. After bulk edit, when we hit on save button, the transactions get deselected. Sometimes we like to bulk edit one field and after that bulk edit another field one by one but when we hit save, the transactions get deselected and we have to select the transactions again out of the whole bunch. If you make this minor change of the transactions remaining as selected even after we save after bulk edit, that would be fantastic. Seems like a small change but huge impact in time saving.

**What problems is Float solving and how is that benefiting you?**

Accounting Integration. The rules can be selected merchant wise which is always correct because we pay via Float card. In dext, the merchant is identified through OCR which sometimes is incorrect and sometimes when receipt is not there, we have to do it manually through QBO. There are rules in QBO as well but merchant wise rules in Float is great. 

The reconciliation of card expenses is smooth.

  ### 2. Super Easy Receipts, Reimbursements, and Bill Uploads

**Rating:** 5.0/5.0 stars

**Reviewed by:** Adrianna M. | Director of Sales &amp; Customer Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 25, 2026

**What do you like best about Float?**

Ease of use, uploading receipts is super easy. Requesting reimbursements, top-ups, and uploading bills is easy as well

**What do you dislike about Float?**

Not much at all, it's been great overall!

**What problems is Float solving and how is that benefiting you?**

It's been helping with receipt management, bill payments, expense reports. It's made our processes so much smoother

  ### 3. Continued support and excellence!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tanya M. | Finance Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2025

**What do you like best about Float?**

Since we first started with Float, we have received top notch support and guidance on the transition of so many processes - card spending, bill payment, reporting, and expense reimbursement.  Setting up the QBO integration was easy. All the transactions just flow into our books and autocoding prompts and set up make the process a quick one.
When I make a suggestion on how things can be improved, the response I receive the most often is 'our dev team is currently working on that'.  The Float platform is streamlined and easy to use.  Transition from our old system was an easy process.  
I sign into Float first thing every day and it gives me a clear picture of where we stand on our cash flow and spending. I can't imagine ever going without it!  I can not say enough how much I believe that Float can make your cash and expense management process easier.

**What do you dislike about Float?**

I can honestly say that there is nothing I dislike about Float.  Never a single complaint.

**What problems is Float solving and how is that benefiting you?**

The Float process makes it easy to view all transactions.  The team can easily see their spend, remaining limits, and know what category restrictions they have on each card.  I can see what individual users and teams are spending.  This eliminates the need for guess work and wasting time tracking down receipts.

Approvals for bill payments are quick and easy.  And making the payments directly from Float means skipping a step doing the transfer of information to the bank.

  ### 4. Makes expense reports a breeze

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tim E. | Director, outbound Sales, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 04, 2025

**What do you like best about Float?**

The mobile app is so easy to use. Sends me a notification once the transaction has gone through, allows me to take a pic of the receipt and submit the expense right there in the moment.

**What do you dislike about Float?**

the user interface can be a bit clunky at times.

**What problems is Float solving and how is that benefiting you?**

I no longer have to save all my receipts til the end of the month and spend hours uploading them 1 by 1. I am also able to manage the funds i need to book flights, hotels, etc. in much faster and easier way.

  ### 5. Save Hours, Not Minutes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel H. | VP of Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2025

**What do you like best about Float?**

Float is a CFO's secret weapon — real-time visibility that saves time and money

As a CFO juggling multiple priorities, Float has become an essential part of my financial stack. It gives me real-time visibility into spend without the bottlenecks of traditional corporate cards or expense management tools.

**What do you dislike about Float?**

If you're serious about scaling efficiently and want to empower your team without losing control of your budget, Float is a no-brainer.

**What problems is Float solving and how is that benefiting you?**

Float automates expense reconciliation, receipt collection, and categorization. My month-end close used to involve a painful chase for receipts. Now, it's done in hours, not days.

  ### 6. Best small business platform to manage expenses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2025

**What do you like best about Float?**

Effective way for a small business to manage it's vendors. In a world of subscriptions, we can ensure our monthly expenses are paid without getting overcharged and all flows through to QuickBooks for simplified bookkeeping.

**What do you dislike about Float?**

Takes time to transfer funds into and out of the platform. However, now that etransfers are accepted, it makes depositing fund into float instantaneous.

**What problems is Float solving and how is that benefiting you?**

By funneling all our expenses through float, expense management is greatly simplified.



- [View Float pricing details and edition comparison](https://www.g2.com/products/float-financial-float/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-08+21%3A05%3A59+-0500&secure%5Bsession_id%5D=1235b6e7-0ceb-41d6-8a23-2c21b0401034&secure%5Btoken%5D=831083f686f392f83a48ce8cdd4fc139de85ce71ec9db39e44be055e6b93fb9d&format=llm_user)
## Float Integrations
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)

## Float Features
**Expense Reports**
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Currency Conversions
- Corporate Card
- Credit Card Management

**Setup**
- Approvals
- Alignment
- Real-Time Data

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - Expense Management**
- Autonomous Task Execution
- Cross-system Integration

**Travel Management**
- Online Booking
- Credit Card Management
- Booking Management
- User Management
- Restriction Management
- Reservations Management
- Reimbursement Management
- Vendor Management
- Travel Management
- Promotions Management
- Workflow Management
- Receipt Management
- Supplier Management
- Compliance Management
- Policy Management
- Invoice Management
- Real-Time Notifications
- Third-Party Integrations
- Timesheet Management
- Invoice Management
- Reimbursement Management
- Real-Time Notifications

**Performance**
- KPIs
- Benchmarks
- Savings

**Payment Cards**
- One-time Virtual
- Recurring Virtual
- Physical

**Client Invoicing**
- Biometric Recognition
- Optical Character Recognition

**Reporting**
- Real-Time Monitoring
- Multiple Views
- Data Import/Export
- Real-Time Updates
- Real-Time Reporting
- Real-Time Analytics

**Generative AI - Expense Management**
- Image-to-Text
- Text Generation
- Text Summarization

**Additional Functionality**
- Audit Trail
- Secure Data Storage
- AI Copilot
- Approval Process Control
- Data Import/Export
- Duplicate Detection
- Expense Claims
- Budgeting/Forecasting
- Customizable Fields
- Spend Control
- Customizable Templates
- Access Controls/Permissions
- Reporting & Statistics
- Automated Receipt Matching
- Mobile Receipt Upload
- Billable & Non-Billable Hours
- Financial Analysis
- Categorization/Grouping
- Single Sign On
- Activity Dashboard

**Payments**
- Employee Reimbursements
- Reimbursement Management

**Mobile**
- Receipt Capture
- Expense Tracking
- Real-Time Updates

**Platform**
- Embedded AI / Machine Learning
- Complex Approval Workflow
- Generative AI

**Fraud & Risk Management**
- Notifications
- Unique Cards
- Controls
- Budget Control
- Approval Process Control
- Spend Control
- Prepaid Cards

**Administration**
- PCI Regulation Compliant

**Agentic AI - Spend Management**
- Proactive Assistance

**Additional Functionality**
- Reminders
- Activity Tracking
- Invoice Processing
- Accounting Integration
- Categorization/Grouping
- Reporting & Statistics
- Configurable Workflow
- Spend Analysis
- Expense Tracking
- Third-Party Integrations
- Accounting
- Audit Management
- Approval Workflow
- AI Copilot
- Supplier Management
- Invoice Management
- Billing & Invoicing
- Transaction History
- Purchase Order Management
- Audit Trail
- Generative AI
- Expense Claims
- Workflow Management
- Time & Expense Tracking
- Multi-Currency
- Vendor Management
- Procurement Management
- Credit Card Management
- Compliance Management
- Requisition Management
- Customizable Reports
- Ad hoc Reporting
- Financial Management
- API
- Rules-Based Workflow
- Receipt Management
- Activity Dashboard
- Purchasing & Receiving

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management
- Compliance Management

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

## Top Float Alternatives
  - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews) - 4.8/5.0 (2,481 reviews)
  - [Brex](https://www.g2.com/products/brex/reviews) - 4.8/5.0 (1,595 reviews)
  - [Navan (Formerly TripActions)](https://www.g2.com/products/navan-formerly-tripactions/reviews) - 4.7/5.0 (9,141 reviews)

