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Float

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

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Clare B.
CB
Clare B.
08/03/2021
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great tool once you've got your head around it!

Being able to plan different scenarios based on future decisions
Steve S.
SS
Steve S.
07/29/2021
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great integration with Xero

Tight integration with Xero which produces reliable and up to date forecasts
JR
Julie R.
07/29/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Automated Cash Flow Forecasting

The fact that float integrates with Xero, our accounts software, means we get a pretty much automatic cash flow generated. All of our data from xero such as invoices and bills are all added straight to float including any updates to planned to pay dates etc... We utilize future invoicing in xero for the duration of our contracts which means those invoices, although not sent yet, get included in our cash flow for future months. The use of scenario layers is a life saver. We add in our budgets ready for the year on the base layer and then we can add scenario layers on top of that for showing where we are with actuals vs budget or we can add an extra scenario layer to show what would happen if we gained a new large client or we wanted to bring in additonal employees. We used to have do this modelling on excel! It is easy to keep up to date and syncs to your software as often as you need, we do daily. I wouldn't be without Float now! It has helped us keep control of our cash and have good visibility of future cash positions.

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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.

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Year Founded
2010