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Float

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45 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.4
Serving customers since
2010
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Float Reviews

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Profile Name
Star Rating
29
14
1
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1
holly c.
HC
holly c.
10/28/2025
Validated Reviewer
Review source: Organic

Efficient Scheduling Tool with Room for Improvement

I really appreciate how easy Float is to set up and use, making the transition from an Excel spreadsheet quite seamless. The ability to use different colors for different projects helps me and my team quickly understand our schedules at a glance, making workflow management visually intuitive and effective. I also find the weekly counter to be a helpful feature, even though I do wish there was a daily counter as well. Additionally, Float's scheduling capabilities allow me to plan well in advance, ensuring my team and I know what we are doing over the coming weeks and months. This is particularly useful for long-term planning, such as knowing my schedule for the month of January. It greatly benefits my team by allowing each member to view their own schedule rather than just a shared one, promoting individualized accountability and productivity. The ease of use and access make Float an ideal tool for managing an entire team efficiently.
EO
Ewan O.
08/05/2021
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Allows us to quickly and easily prepare short-term cash flows as well as plan for longer term

Saves a huge amount of time compared to using spreadsheets. Although there is a built in forecasting tool within Xero, it is quite limited and does not have anything like the functionality of Float. While we only use the scenario planning tool as and when required, it is very quick and easy to use compared to any other method and allows multiple variables to be tested with ease. Customer support and advice has always been excellent and I have found their team to be very active in seeking feedback on their product and then taking this onboard for future improvements to the app.
Jennifer A.
JA
Jennifer A.
Business Manager @ Crisp Digital
08/05/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great cashflow forecasting software, perfect for a small business.

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.

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HQ Location:
Edinburgh, GB

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What is Float?

Float is cash flow forecasting software built for finance teams at scaling businesses. Connected directly to Xero and QuickBooks, Float builds a rolling forecast from live accounting data: what's in the bank, what's coming in, and what's going out, updated automatically as the numbers change. Every figure links back to the transaction or budget it came from. As AI makes forecasts cheaper to produce and easier to make look credible, that traceability is what separates a reliable forecast from a guess. Float sits between accounting software and reporting or FP&A tools. It does not handle invoicing, payments, or general ledger management. It does one job: give finance teams a live, traceable view of cash, with enough detail to make decisions on before the next board meeting. Used by over 8,000 businesses, from founder-led professional services firms to multi-entity companies managing consolidated cash positions. Float has been building cash flow forecasting software for fifteen years. A team of twelve, based in Edinburgh, Scotland. Visit www.floatapp.com to see how it works.

Details

Year Founded
2010