# Float Reviews **Vendor:** Float **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 4.4/5.0 **Total Reviews:** 45 ## About Float 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. ## Float Pros & Cons **What users like:** - Users commend the **ease of use** of Float, ensuring a seamless transition from spreadsheets and efficient team management. (1 reviews) - Users love the **easy setup** of Float, facilitating a smooth transition from Excel and enhancing workflow management. (1 reviews) - Users value Float for its **efficient setup and intuitive workflow management** , enhancing team collaboration and scheduling effectiveness. (1 reviews) - Users appreciate the **intuitive ease of use** of Float, facilitating a seamless transition from traditional spreadsheets. (1 reviews) - Users value Float's **easy setup and effective planning capabilities** , enhancing team productivity and individualized workflow management. (1 reviews) - Product Capabilities (1 reviews) - Setup Ease (1 reviews) - User Interface (1 reviews) **What users dislike:** - Users find Float's **lack of a daily counter** frustrating, as it hinders effective tracking of hours worked. (1 reviews) ## Float Reviews ### 1. Efficient Scheduling Tool with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** holly c. **Reviewed Date:** October 28, 2025 **What do you like best about Float?** 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. **What do you dislike about Float?** I don't like that Float lacks a daily counter for tracking submitted hours. Currently, it only provides a weekly counter, but for my work, I need a daily tally to effectively manage and evaluate my daily workload. This is important because I enter time in thirty-minute to one-hour segments and need to ensure I meet my daily goal of eight hours. **What problems is Float solving and how is that benefiting you?** I use Float for scheduling my entire team, allowing each member to view their schedule. It simplifies planning days and weeks ahead, offering ease of access and project visibility with color coding, replacing our old Excel method. ### 2. Automated Cash Flow Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Julie R. | Head of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Float?** 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. **What do you dislike about Float?** I would like to be able to add more scenario layers as you currently can only have 3 I would also like to be able to run additonal reports and customise current ones a little more but apart from that it is great. **What problems is Float solving and how is that benefiting you?** We are able to get a better view of our cash position in the future and we are also able to look at what effect certain scenarios could have on our cash. The biggest benefit we have gotten from float is time-saving, but behind that, it is the additional value of better forecasting. **Official Response from Ashleigh Rayne:** > Hey, thanks for your review and feedback. We do have different subscription levels which will provide you with more scenario layers. I have attached a link for more information. If you would like to discuss this further please reach out to support@floatapp.com. Look forward to speaking to you, Ashleigh ### 3. Ideal for small businesses wanting to gain some financial control **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey B. | Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Float?** Float automatically pulls in all of the data from your accountancy software, giving you an excellent base cash flow to start. It then provides the ability to create different scenarios to quickly see how additional income (such as a new client signing on) or expenditure (taking on a new employee) changes will alter the flow of cash through the business. Being able to "see" what the future may look like from a financial point of view is essential in smaller agencies, where those changes can have a much more significant overall impact. **What do you dislike about Float?** In Float you always create scenarios using the Base scenario as a starting point. It would be beneficial to have the additional ability to build scenarios on top of each other, providing greater freedom to plan for multiple things happening concurrently - such as signing new clients but losing other business. **What problems is Float solving and how is that benefiting you?** The past 18 months have been a challenge for many agencies, and Float has provided a way to maintain control. Float allows you to plan for several different outcomes, clearly demonstrating where cash flow issues may occur, as well as the runway for the business if income and expenses remain at their current levels. It provides a feeling of confidence when making decisions and flags problems before they occur. **Official Response from Ashleigh Rayne:** > Hey, thanks for your review and feedback. I will pass this on to the product team. Thanks, Ashleigh ### 4. Crucial tool for financial management **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony M. | Founder and Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Float?** Simple UI that whilst comprehensive feature-wise, is still really accessible and easy to get access to the information you need. This goes for both those using the tool on a daily basis as well as those just dropping in infrequently. **What do you dislike about Float?** Very little, I've been a user since their Freeagent product and then beta during the launch of the Xero version, the team are extremely open to feedback and regularly iterating the features. **Recommendations to others considering Float:** Just do it, its been a no brainer for us for almost 10 years **What problems is Float solving and how is that benefiting you?** The scenario tool is fantastic for us to plan and predict future forecasts and compare. It makes it really easy to visualise the opportunity rather than just looking at the numbers in aa spreadsheet. ### 5. Allows us to quickly and easily prepare short-term cash flows as well as plan for longer term **Rating:** 5.0/5.0 stars **Reviewed by:** Ewan O. | Director /Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **What do you like best about Float?** 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. **What do you dislike about Float?** Float does require you to always keep your accounting software reconcilied and up to date to allow it to forecast properly. This is obviously not a fault of Float and indeed should encourage good behaviour but with Xero dragging its heals on direct bank feeds to a lot of banks, this is perhaps not as slick as it could be. Float is quite expensive compared to the accounting software itself, but I can easily justify this with the time saved compared to spreadsheet entries. **Recommendations to others considering Float:** Make it part of your routine alongside updating Xero. **What problems is Float solving and how is that benefiting you?** Keeping an eye on the short-term bank cash flows which is tricky in our industry where income is lumpy and the timings sometimes unpredictable. We also use Float to create multiple cash flow scenarios, which has been particularly useful during the recent uncertain times. As a young and growing business we use the scenario planning tool within Xero when we are considering investment in machinery, employment of more cabinet makers and in assessing likely income forecasts. We have to manage a lot of cash flow uncertainty with the timings of projects changing regularly because our work and installations generally happen at the end of larger construction and renovation projects and we are therefore at the mercy of other contractors whose work has to be completed before we get there. If we had to update spreadsheets everytime there was a change we would probably not look at it very often, but because of the automation and ease of changing forecasts we find that we are far more likely to prepare and amend the forecasts than we otherwise would have. **Official Response from Louise Bayley-Boyd:** > Hi Ewan, thanks for taking the time to leave us this review! All the best, Louise from Float ### 6. An invaluable tool to stay in control of your cash. **Rating:** 4.0/5.0 stars **Reviewed by:** Cathedral City E. | Director / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Float?** Float easily syncs all data with xero and allows you to stay on top of your cash flow planning. No laborious updating or cross-platform populating of figures. It works smoothly and reliably. After some time you can't imagine not having it anymore. **What do you dislike about Float?** Even as a non accountant or bookkeeper there's only a small learning curve to be mastered. Once you're set up it's all plain sailing from there. **Recommendations to others considering Float:** Excellent tool - would definitely recommend. **What problems is Float solving and how is that benefiting you?** Knowing how cash flow is going to look in the short and medium future is crucial for our business planning. ### 7. My favourite finacial tool **Rating:** 5.0/5.0 stars **Reviewed by:** Aran J. | Co-founder / Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Float?** Being able to create cash flow scenarios allows us to test the financials before pressing the button. Everytime we think of investing in an area of the business, Float helps us predict our future cash flow based on our ideas. Love it **What do you dislike about Float?** There's not much to dislike. Refreshing our accounting data can take a minute, but it's to be expected. **Recommendations to others considering Float:** Great customer service. Great tools. Great price. I fully recommend Float **What problems is Float solving and how is that benefiting you?** Cash flow scenarios. Cashflow. Overdue debtors at a glance. Top down view, better insights than my accounting software ### 8. I would be lost (and probably fail) without it **Rating:** 5.0/5.0 stars **Reviewed by:** Rich P. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Float?** Without setting budgets and monitoring our profits regularly, I'm not sure it would be as easy to maintain profitability for us. Not just month-to-month, Float gives us the foresight to make sure our business is sustainable in the near and far future. It really does provide a comprehensive financial health check. **What do you dislike about Float?** Can't find the best uses for the scenarios **What problems is Float solving and how is that benefiting you?** The problems of not being paid on time but being able to easily change the expected due date in Float to see how it will affect us. **Official Response from Ashleigh Rayne:** > Hey, thanks for your review and feedback. It would be great to jump on a quick Zoom with you to discuss scenarios further, if this is something you would be interested in please reach out to support@floatapp.com. Look forward to hearing from you, Ashleigh ### 9. Great tool once you've got your head around it! **Rating:** 4.5/5.0 stars **Reviewed by:** Clare B. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Float?** Being able to plan different scenarios based on future decisions **What do you dislike about Float?** It took me quite a while to work out 'budgets' - and how to apply them for potential sales/invoices, versus ones that had happened via my Xero account **What problems is Float solving and how is that benefiting you?** I am able to see very far ahead at what point my cashflow starts to suffer. It lets me plan for different eventualities like adding potential costs on for more staff and how this will affect my cashflow **Official Response from Ashleigh Rayne:** > Hey, thanks for your review and feedback. I will pass this on to the product team. Thanks, Ashleigh ### 10. Helps me as a business owner sleep at night **Rating:** 5.0/5.0 stars **Reviewed by:** Graeme L. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2021 **What do you like best about Float?** Simple to use, and integrates seamlessly with our accountancy platform. **What do you dislike about Float?** It was the overload of categories, however, this has recently been resolved with "grouping". **What problems is Float solving and how is that benefiting you?** As a small business, cash flow is king. So to see 3, 6 and even further into the future has allowed me with confidence to grow the business and make informed decisions. This has led to the natural growth of the business by being able to forecast projects, and ultimately, recruit new staff. ## Float Discussions - [What is float app?](https://www.g2.com/discussions/what-is-float-app) - [How does float app work?](https://www.g2.com/discussions/how-does-float-app-work) - [What are the key components of a cash flow forecast?](https://www.g2.com/discussions/what-are-the-key-components-of-a-cash-flow-forecast) - [How is floating cash flow used?](https://www.g2.com/discussions/how-is-floating-cash-flow-used) - [View Float pricing details and edition comparison](https://www.g2.com/products/float/reviews/float-review-1628466?section=pricing&secure%5Bexpires_at%5D=2026-05-12+09%3A10%3A38+-0500&secure%5Bsession_id%5D=9d3f2bd0-b342-43bb-9e0e-9d54a7883c5c&secure%5Btoken%5D=660429ce0bd3d36b196ff6c0f485630817c5e0c85eca24fbbc66d393bae2fb01&format=llm_user) ## Float Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Financial Data Transfer** - Data Exchange - Reporting - Access - Integration **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Float Alternatives - [Fathom](https://www.g2.com/products/fathom/reviews) - 4.7/5.0 (60 reviews) - [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) - 4.6/5.0 (251 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (487 reviews)