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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
0
1
Mary R. K.
MK
Mary R. K.
Account Manager at Ovist & Howard, CPA's
04/29/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

The most complete system in planning that I have used.

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.
PC
Paul C.
Budget Accountant at CALIBRE Systems, Inc.
04/25/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Good funds management software

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.
Sarah H.
SH
Sarah H.
Principal, STAR Company
03/16/2019
Validated Reviewer
Verified Current User
Review source: Organic

Great cash flow management tool for entrepreneurs

the integration with xero makes this an incredibly powerful tool for organizations to stay 100% on top of their cash flow. Very intuitive

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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