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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

Languages Supported

English

Product Description

Float is a cash flow forecasting, budgeting and management tool that connects with Xero, Quickbooks Online and FreeAgent so give you an accurate view of your cash position now and in the future.

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

Float Reviews (45)

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jordan n.

Supervisor

Telecommunications

Mid-Market (51-1000 emp.)

2/8/2019

""An extraordinary item, that addresses the issues of our organization""

5/5

What do you like best about Float?

The best part about this application is that it utilizes my current Quick Books record (and I think other bookkeeping programming) so you don't need to refresh your information manually.Integration to freeagent is brilliant, takes truly a couple of minutes to set up and you can get an abnormal state income very rapidly, it requires some push to get your weighted information in and to keep it refreshed, however the capacity (when the information is) to run situations (for example including new staff pay rates, advantages and costs) , and plan income around this is vital to maintaining our business. Review collected by and hosted on G2.com.

What do you dislike about Float?

It doesn't appear to ascertain benefit or misfortune gauges, which for an application that figures budgetary results doesn't appear to sound good to me. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

There are two or three highlights that you'll be needing once you truly get into utilizing it that would make it a lot more vigorous, yet I beliiiieve that it's new so simply give it some time and ideally they'll arrive. All things considered, it's certainly spared a huge amount of time so give it a shot. They have a free preliminary which is the means by which we got hooked.If you are searching for something speedier and less demanding this is a decent alternative. Review collected by and hosted on G2.com.

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

Was burnt out on having to physically refresh the majority of our information each time we were prepared to gauge, this has spared so much time. Likewise, having the capacity to spare out as a PDF gives me that capacity to send it off to my higher-ups and get their approvals.Other's in our organization utilize this product and they're attempting to give better perceivability to our income. The advantage is that they don't need to utilize Xero and snap a couple of times to get to the reports that have been worked to do this in Xero. So I surmise the advantage is a couple pretty diagrams and a couple of less snaps. Review collected by and hosted on G2.com.

Victor O.

President

Information Technology and Services

Small-Business (50 or fewer emp.)

2/9/2019

"Stay on Top of Your Cash With FLOAT"

4.5/5

What do you like best about Float?

It gives you accurate and real time peek of your cash flow.

Also, Float is able to project into the future of your account and gives the users smart and intelligent insights on how to grow your companies and meets your goals. This is one thing I like about FLOAT. Review collected by and hosted on G2.com.

What do you dislike about Float?

App does not integrate well with team projects, which means you have to manually enter all tasks, by implication, it makes it cumbersome and very tiring. It also has the downside of loading slow for big team projects. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

Without mincing words, this is a "go to" tool you can use to stay ahead of all your cash flow and expenditures. Review collected by and hosted on G2.com.

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

The highlight of it, is that Float is used for planning and analysis of all your expenditures. So it is a great tool to use to stay on top of your cash flow. Review collected by and hosted on G2.com.

Adam D.

Visual Designer

Enterprise (> 1000 emp.)

1/22/2019

"Float does exactly what it says: not much more, not less."

3.5/5

What do you like best about Float?

The best part about this app is that it uses my existing Quick Books account (and I think other accounting software) so you don't have to update your data manually. Review collected by and hosted on G2.com.

What do you dislike about Float?

It doesn't seem to calculate profit or loss estimates, which for an app that forecasts financial outcomes doesn't seem to make sense to me. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

There are a couple of features that you'll be wanting once you really get into using it that would make it so much more robust, but I beliiiieve that it's new so just give it some time and hopefully they'll get there. With that being said, it's definitely saved a ton of time so give it a shot. They have a free trial which is how we got hooked. Review collected by and hosted on G2.com.

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

Was tired of having to manually update all of our data every time we were ready to forecast, this has saved so much time. Also, being able to save out as a PDF gives me that ability to send it off to my higher-ups and get their approvals. Review collected by and hosted on G2.com.

Edmund K. L.

Self Employee

Small-Business (50 or fewer emp.)

2/6/2019

"Float allows us to accelerate growth by forecasting our cash flow"

3.5/5

What do you like best about Float?

Float is being used by myself and my Director of Operations. We both use the service to forecast out our cash flow. Depending on the numbers we see we allocate more to each department across the organization to spend more in order to grow faster. This is a crucial service for us as we are trying to maximize our growth by spending as much as possible. Review collected by and hosted on G2.com.

What do you dislike about Float?

Quickbooks integration could be improved to automatically include recurring transactions.

Pricing is a little steep for smaller businesses. Review collected by and hosted on G2.com.

Sarah H.

Principal

Accounting

Small-Business (50 or fewer emp.)

3/16/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"Great cash flow management tool for entrepreneurs"

5/5

What do you like best about Float?

the integration with xero makes this an incredibly powerful tool for organizations to stay 100% on top of their cash flow. Very intuitive Review collected by and hosted on G2.com.

What do you dislike about Float?

as bookkeepers, it's a bit more challenging to implement with clients as there has to be clear communication about state of GL that is integrated with the program Review collected by and hosted on G2.com.

Verified User in Media Production

Small-Business (50 or fewer emp.)

2/8/2019

"Great program!"

5/5

What do you like best about Float?

Float is a cloud-based resource planning and scheduling solution designed for small, midsize and large enterprises. Float has made my like easier in the business world and is utilizing the internet to keep everything safe and secure. I really would recommend float to anyone seeking a cloud based planning and scheduling software. Review collected by and hosted on G2.com.

What do you dislike about Float?

I have nothing so far that I dislike about float. It is a very useful software in my business. I will update this review if I come up with anything I dislike. Review collected by and hosted on G2.com.

Recommendations to others considering Float:

If you are on the fence, I would recommend trying a free trial or just testing it out for a few months. Once you have seen the difference float will make on your life, you won't go back! I seriously had doubts when first trying out this software, but over time this program Began to show its value in my work and personal life. I really like how it is also cloud based, so I can access my schedule at any time. I really recommend giving float a shot if you feel you are unorganized and need to clear up your schedule. I am not one to use planners, paper calendars, or notes, so naturally, this cloud based option worked well with my lifestyle. Review collected by and hosted on G2.com.

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

The biggest benefit from having float is the ability to stay organized and be able to access that information at any time! I am super happy to have float within my business. Review collected by and hosted on G2.com.

david b.

client services director

Small-Business (50 or fewer emp.)

12/10/2018

"Great app for planning"

4.5/5

What do you like best about Float?

Integration to freeagent is superb, takes literally a few minutes to set up and you can get a high level cash flow very quickly, it takes some effort to get your weighted data in and to keep it updated, but the ability (once the data is) to run scenarios (e.g. adding new staff salaries, benefits and expenses) , and plan cashflow around this is paramount to running our business. Review collected by and hosted on G2.com.

What do you dislike about Float?

Difficult to import prospect data from a CRM to run weighted scenarios. Review collected by and hosted on G2.com.

Verified User in Banking

Mid-Market (51-1000 emp.)

2/7/2019

"Good Experience"

4/5

What do you like best about Float?

Float has a very good and understandable user experience. It is easy to navigate through different services they provide. There are very few cashflow management apps but Float can be considered as one of the best out there currently in the market Review collected by and hosted on G2.com.

What do you dislike about Float?

Being the most easy to use app it still has its flaws but very trivial ones. I once queried their customer service executive and it took them whole 2 days to respond back to me which for me is too long since I handle very time sensitive things from Float Review collected by and hosted on G2.com.

Rebeca P.

Owner/CEO

Small-Business (50 or fewer emp.)

1/22/2019

"Nice software, not the greatest "

2.5/5

What do you like best about Float?

It has a nice dash board, very practical to work with a schedule. Review collected by and hosted on G2.com.

What do you dislike about Float?

I think it is ok, however when you compare it to something like Xero, you can see that there is nothing or very little that this software is giving you that you cannot do with Xero. So for me, is an unnecessary step. Review collected by and hosted on G2.com.

Andrew H.

Product Leader

Small-Business (50 or fewer emp.)

12/27/2018

"A great product, that meets the needs of our company"

4/5

What do you like best about Float?

We like the overview we are provided by the data that Float pulls straight out of Xero. Review collected by and hosted on G2.com.

What do you dislike about Float?

I wasn't able to set up our second (different currency) company as a merged entity. I had to run the two business separately Review collected by and hosted on G2.com.