Float Reviews & Product Details

Float is an award-winning cash flow forecasting add-on for businesses using Xero, Quickbooks Online, or FreeAgent accounting software. Float creates cash flow forecasts that are more accurate, always up to date and take a fraction of the time to prepare when compared to spreadsheets. The accuracy of the data in Float means your business is alerted to any cash shortages or surpluses well in advance, allowing you to take action. Using the direct method of cash flow forecasting (reading all information on bills, invoices and other transactions) we are able to create robust cashflow forecasts that are visual, easy to understand and give a 'real' picture of where a business is going in the short to medium term. Float makes visual scenario planning a breeze, reducing a task that usually takes hours in a spreadsheet to minutes, businesses can make informed and confident decisions at the click of a button.

Seller

Float

Discussions

Float Community

Languages Supported

English

Overview by

Rebecca Fowler (Partner Growth Lead at Float Cash Flow Forecasting)

Value at a Glance

Averages based on real user reviews.

Time to Implement

<1 month

Return on Investment

4 months

View More Pricing Information

Top-Rated Alternatives

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Float Media

Float Demo - Visual decision making at a glance

Easily see how much cash you'll have next week, next month or next year. Spot cash gaps and surpluses well in advance.

Float Demo - Scenario planning made easy

Model the effects of different business decisions on your cash flow in minutes.

Float Demo - Manage expected payment dates on bills and invoices

Update expected payment dates on bills and invoices to when you think they will actually get paid.

See a daily view of the movement of cash in your business

G2 reviews are authentic and verified.

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Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

7/29/2021

"Great tool to manage cash flow and budgets"

4.5/5

What do you like best about Float?

Float has a good UI, very clear and uncluttered. The tool is responsive and can easily sync with our accounting software. So any updates we do in Xero is reflected into Float pretty quickly. I like the fact you can also set alternate scenarios so that you can map different cash flow forecasts. An absolute lifeline for any business that needs to keep an eye on its cash! Review collected by and hosted on G2.com.

What do you dislike about Float?

No invoice chasing tools yet, but this is being developed at the moment. Review collected by and hosted on G2.com.

Jennifer A.

Business Manager

Small-Business (50 or fewer emp.)

8/5/2021

"Great cashflow forecasting software, perfect for a small business."

5/5

What do you like best about Float?

I love the simplicity of the system, how it marries up perfectly with Xero, our accounting software.

It updates instantly, it flags invoiced and bills overdue so great as a quick overview of who needs to be paid etc, and who i need to chase. Review collected by and hosted on G2.com.

What do you dislike about Float?

That the information isn't as easy to download, and share with others. Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review and feedback.

You can download your cash flow forecast on the main Cash flow tab, either to CSV or PDF. There are also a few reports within the Insights tab that you can export. It would be great to hear which reports and information you would like to download, please do reach out to support@floatapp.com and we can discuss further.

Look forward to hearing from you,

Ashleigh

Steve S.

Managing Director

Small-Business (50 or fewer emp.)

7/29/2021

"Great integration with Xero"

4.5/5

What do you like best about Float?

Tight integration with Xero which produces reliable and up to date forecasts Review collected by and hosted on G2.com.

What do you dislike about Float?

Inability to upload budgets to scenarios. This makes scenarios unusable Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hi, thanks for your review and feedback. You can create new budgets within your scenario layers however I understand you may be talking about using the spreadsheet input into a scenario layer, which you can currently not do. I will pass your feedback on to the product team.

Any questions please do reach out to support@floatapp.com.

Thanks,

Ashleigh

James W.

CTO

Small-Business (50 or fewer emp.)

7/29/2021

"What Xero is missing"

5/5

What do you like best about Float?

A simple to setup, simple to use forecasting tool. The scenario planning is excellent, allowing me to play with multiple future options while staying rooted in the factual. Review collected by and hosted on G2.com.

What do you dislike about Float?

The most annoying part is the pop up asking you to refresh the page; although it is quite turn-of-the-century quaint Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review and feedback I will pass this onto the Product team.

Thanks,

Ashleigh

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

7/29/2021

"Great for forecasting cashflow"

5/5

What do you like best about Float?

It took time to get used to and understand what goes where but once I got the hang of Float, it's proved brilliant at showing us our cashflow. The best thing is the 'death date' (our term) which tells us when the money will run out! Review collected by and hosted on G2.com.

What do you dislike about Float?

It took a bit of getting used to. I could have done with more training videos at the beginning Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thank you for your review and feedback. I have attached a link to our Help Center for training videos and saved webinars. If you have any questions please reach out to us at support@floatapp.com.

See how Float improved

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

8/5/2021

"Easy to use forecasting software"

4/5

What do you like best about Float?

Easy to use, it allows the user to adjust the budget figures according to your business needs or forecast. Review collected by and hosted on G2.com.

What do you dislike about Float?

There is only one issue, and that is the software does not allow you to budget with multiple bank accounts, for example, if your using a third-party bank for your sales ledger and your current account for your outgoings. Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review and feedback. It would be great to jump on a quick Zoom call to discuss the issue you are facing when budgeting with multiple bank accounts. Please do reach out to support@floatapp.com and we can arrange a time.

Thanks,

Ashleigh

James S.

Managing Director

Small-Business (50 or fewer emp.)

8/3/2021

"Xentum Review"

4.5/5

What do you like best about Float?

No spreadsheets and formuals, it is freeing. Review collected by and hosted on G2.com.

What do you dislike about Float?

Budgeting could be more straightforward. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

Small cost upfront, but the time saved is unbelievable.

You also have a long-standing record of your development and progression. Planning this way makes reflection ever so easy.

The Xero integration is compelling. Review collected by and hosted on G2.com.

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

It allows us to be more systematic in our business and move away from non-interactive ways of budgeting.

The ability to share with people in other locations is very powerful and liberating. Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review and feedback. It would be great to discuss budgets in a bit more detail. If this is something you would like to do, please reach out to support@floatapp.com.

Look forward to hearing from you,

Ashleigh

Simon B.

Supply Chain Manager

Small-Business (50 or fewer emp.)

7/29/2021

"Fantastic Service"

5/5

What do you like best about Float?

The scenario planning tool allows accurate forecasting and projections. Review collected by and hosted on G2.com.

What do you dislike about Float?

The xero integration is difficult as Xero lists all sales as invoices and its not so straightforward to clearly identify. Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review and feedback. It would be great to jump on a Zoom call to discuss how your sales are being pulled through from Xero. Please reach out to support@floatapp.com and we can arrange a call.

Thanks,

Ashleigh

David F.

Senior Project Engineer

Small-Business (50 or fewer emp.)

7/29/2021

"Useful tool"

4/5

What do you like best about Float?

Visualisation of cash flow and flexibility of input Review collected by and hosted on G2.com.

What do you dislike about Float?

Cost of software is higher than I would have hoped. Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review and feedback. Any questions please reach out to us at support@floatapp.com.

Thanks,

Ashleigh

Jon C.

Group Accountant

Small-Business (50 or fewer emp.)

7/29/2021

"Valuable tool for reporting"

4.5/5

What do you like best about Float?

Multiple scenario plans that can be shown on a cashflow forecast graph. Extremely useful for presenting business cases to the directors. Review collected by and hosted on G2.com.

What do you dislike about Float?

Only shows the past 3 months of cashflow. I understand Float are working on a project to extend this. Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review and feedback. I will pass this on to the Product team.

Thanks,

Ashleigh