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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

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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

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Verified User in Architecture & Planning

Small-Business (50 or fewer emp.)

8/5/2021

"Very easy to follow"

4/5

What do you like best about Float?

The cash flow forecast shows me exactly where I need to be Review collected by and hosted on G2.com.

What do you dislike about Float?

Changing dates on overdue, would like to put comment 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

Verified User in Computer Software

Small-Business (50 or fewer emp.)

7/29/2021

"Extremely useful tool"

4/5

What do you like best about Float?

Seeing when our runway is about the expire Review collected by and hosted on G2.com.

What do you dislike about Float?

Imability to copy scenarios to base layer. Lack of full history Review collected by and hosted on G2.com.

Response from Ashleigh Rayne of Float

edit

Hey, thanks for your review! I wanted to share a helpful article with you regarding moving budgets from scenario layers to the base, which you may find useful. If you have any further questions, please reach out via the Support icon in the bottom right-hand corner.

See how Float improved

Kendall C.

Virtual CFO

Small-Business (50 or fewer emp.)

7/9/2019

"Takes the guesswork out of managing cash even while you sleep"

5/5

What do you like best about Float?

Float has reduced the time it takes to prepare cashflow schedules down significantly and eliminates the manual errors that can be made by using solutions like spreadsheets. Additionally the ability to create scenarios on top of our baseline budgets is invaluable when it comes to making business decisions. Review collected by and hosted on G2.com.

What do you dislike about Float?

The only one so far is the limitation is not being able to see a consolidated cashflow when you operate more than one associated business entity. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

Make a a regular task to check in on Float and tweak things as you go such as expected payment dates for items that may have run over their due date. Review collected by and hosted on G2.com.

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

The problem of manual cashflow forecasts always being out of date. As long as the accounting system is up to date, so is Float. And the risk of formula errors in manual spreadsheets. Review collected by and hosted on G2.com.

David F.

Founder | Creative Director

Small-Business (50 or fewer emp.)

5/30/2019

"A must for any service based business"

5/5

What do you like best about Float?

Float was really easy to set up. Within a couple of hours I had an accurate three year projection. The charts are easy to read making potential problems obvious. I love its ability to 'change circumstances' and show how it affects the cash flow. the integration with my accounts means I don't have to do anything to maintain projections.

I previously used a different financial product, costing thousands per year, which ultimately I found useless because it wasn't 'live', having to upload spreadsheets exported from Xero from the month before, always being 'too late' to do anything about issues that arose. Review collected by and hosted on G2.com.

What do you dislike about Float?

I haven't found much use yet for the insights, but its too early to tell. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

Be as accurate as possible with initial data input. Plug in the recurring transactions on the exact dates they are expected to be paid based on past history. Review collected by and hosted on G2.com.

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

Almost immediately, I was able to foresee a 'dip' in my cashflow and activate a strategy to resolve it, a month before it could occur. I was even able to see the change in circumstance that my strategy was resolving whilst still working through it. Consequently, there was no problem!

I have budgeted in my personal drawings which has allowed me to project when we are able to book a family holiday overseas. Review collected by and hosted on G2.com.

Mary R. K.

Account Manager

Small-Business (50 or fewer emp.)

4/29/2019

"The most complete system in planning that I have used."

4.5/5

What do you like best about Float?

I like Float because it allows me to know and keep up to date with the flow of cash, something that is vital for the movements of our company, and thus be able to manage resources with better efficiency. It also allows me to allocate the necessary resources to each area, depending on the movement of the day in order to optimize more costs and expenses in the operations of the company, in order to increase our company growth while being efficient with expenses.

The integration process of Float was excellent, since it was neither long nor tedious, as it happens with other systems of planning, without lying you will only take a few minutes to configure everything and get to use a high level software very quickly, the staff adapted quickly and does not require much effort.

I also like this system because it is easy to enter all the necessary information and thus be well updated, this system has an incredible capacity once the data is entered, to view in record time all areas, for example, be up to date with salaries, benefits, costs and operational expenses, in order to provide everything a visual for optimal planning and management of the cash flow of the company, this for me is vital and of utmost importance. Review collected by and hosted on G2.com.

What do you dislike about Float?

At the moment I have nothing bad to say about Float so far. Although I can limit my recommendation to the technical support team, to be able to make certain adjustments regarding the audits, I feel that several elements are missing. Even so the technical service is with me in placing the elements that are needed. More of this I think everything is fine Review collected by and hosted on G2.com.

Recommendations to others considering Float:

Undoubtedly recommended you to try this system even in its trial version is free and so you can try all the benefits that this program gives you. I could do it that way and when I expire your test time, do not hesitate to buy it, because once you start using it in your company or organization you will see the difference. I not only use this system for my company, but I also use it to organize my personal life and that of my family.

If you are worried because you are starting and you think this system is too heavy for you, you should not worry because Float is based on the cloud, so you will not have any problem accessing your calendar when you have it. Review collected by and hosted on G2.com.

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

One of the best benefits of having Float is that it has given my business the wide capacity to keep everything organized and be able to have the required information at any time in a fast and timely manner. I feel satisfied to have acquired this system and make it part of my organization. I can also say that this system has been a channel in the increase of productivity, which has amazed me a lot. Thanks Float! Review collected by and hosted on G2.com.

Allan R. H.

Support Staff

Mid-Market (51-1000 emp.)

7/1/2019

"The management of resources has never been so simple."

4/5

What do you like best about Float?

I like this system because it has allowed me to program in an integral way the resources of each of my projects, it also allows me to be able to establish tasks for each work team in order to comply with the established completion times of each project. In addition, this system has allowed me to improve the integration between my work colleagues.

I like the interface of this system, since without having much knowledge on the subject I could get up to speed on all the functions that this program offers me. It also allows me to be able to visualize how the management of my projects is gone and the things that they need to be able to finish them. Review collected by and hosted on G2.com.

What do you dislike about Float?

I do not like it because this system requires basic administrative knowledge because it is not for everyone, I have also noticed that there are projects that take a bit of time to adapt to this program, however, thanks to the technical support team and my work colleagues. I have managed to improve this system a bit, although I think that this system is very good. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

I totally recommend this system because with it you will be able to keep track of all your planning done with your work team and you will be able to see the performance of each of them. I believe without a doubt that Float is the solution for your business. Review collected by and hosted on G2.com.

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

Thanks to this system I have been able to improve the organizational and administrative system of each of the projects I manage in my company.

Besides being able to assign resources to each work team is very important and with Float I have been able to do this, since I could not do it in the past, in order to have a system that facilitates a viability in each project is a gigantic benefit that My business has received from this program.

Another benefit that I have had is the sustained growth that my company has experienced, both in satisfying customers and in profitability. Without a doubt, we are all very happy with the results obtained. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

6/25/2019

"Float Cashflow App"

4/5

What do you like best about Float?

I love that it pulls in the data from Xero, our accounting software. I like the way it's easy to include and not include different transactions to see how it affects the overall cashflow. Review collected by and hosted on G2.com.

What do you dislike about Float?

I wish there were more ways to import large amounts of data on a day to day scale. You can import easily on a monthly level but not as easy when it comes to bills and invoices per day. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

Schedule a call with their support in the beginning. It helped us out a ton. Review collected by and hosted on G2.com.

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

Benefits: we are able to see how different scenarios affect our overall cash flow. We're able to see what hiring new people does to our costs overall and what happens if we lose a customer. Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain

Small-Business (50 or fewer emp.)

6/20/2019

"Great Product"

4/5

What do you like best about Float?

We are enjoying the complete transparency and the view of the future that we now have, that is not based on an input to an excel spreadsheet but is now live and up to date with our accounting and ERP. Review collected by and hosted on G2.com.

What do you dislike about Float?

Sometimes the remaining balances on an unused budget can cause false forecasts. I would like to have a feature to be able to click a button to remove the unused item through the month. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

I still have unanswered questions from my float chats, and the ones that i received answers to were days between questions and answers.

If it was me personally, This would have been the difference of me buying and not. Review collected by and hosted on G2.com.

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

We have a greater visibility of our costs and how much cash we need to generate each month to stay a FLOAT Review collected by and hosted on G2.com.

Paul C.

Mid-Market (51-1000 emp.)

4/25/2019

"Good funds management software"

5/5

What do you like best about Float?

It is anything but difficult to explore through various administrations they give. Pleasant dashboard, functional to work with a timetable. It consequently refreshes all my client information from my bookkeeping stage. Review collected by and hosted on G2.com.

What do you dislike about Float?

I would like to have the mobile application to have the capacity to adjust plans out and about and not need to do so on the website. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

I really would recommend float to anyone seeking a cloud based planning and scheduling software. Review collected by and hosted on G2.com.

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

Capacity to determine income issues and the capacity to remain composed and have the capacity to get to that data whenever up to the moment income the board. Not overlooking my capacity to share visual portrayal of income over a group. Review collected by and hosted on G2.com.

Gary H.

Senior Software Engineer

Design

Mid-Market (51-1000 emp.)

2/9/2019

"Time management that works for project managers and visual designers"

5/5

What do you like best about Float?

I cherish this is a reasonable, electronic, simple to design and utilize apparatus that is amazingly adaptable. There's a ton of intensity in requesting as much data as is required so as to be valuable. It's an extraordinary visual approach to oversee undertakings and individuals and to get a feeling of how individuals' outstanding task at hand is at some random minute. As an end client, it's incredible to almost certainly perceive how my week is taking a gander toward the begin with the goal that anything that surfaces can be overseen and it's a weight to attempt and juggle everything.

I adore how straightforward the interface is. Everything is clear and on one page, valuable reports, marks and extra highlights, for example, tentitive work or group sees make resourcing a lot simpler. I truly like utilizing this instrument, I use it regularly at my work. It is anything but difficult to deal with the pipeline and resolve conflicts effectively. Review collected by and hosted on G2.com.

What do you dislike about Float?

I'd like the ability to clean and audit it a bit more, as we use it for a very large network and if you make adjustments to the weekly schedule too close to when the weekly emails go out, the changes might not always get picked up in the notification. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

If you need a tool to keep track of project resources and forecast upcoming requirements then Float is the answer. It does a great job, and the support I get from the company whenever there's an issue or query is fantastic. Review collected by and hosted on G2.com.

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

I use Float on a daily basis to plan the resources in our studio - it enables me to react quickly to the ever changing needs of our clients and has had a very real impact on the efficiency of our teams Review collected by and hosted on G2.com.