Float

Float Hero
Award-winning, real-time cash flow forecasting tool.

About this App

Float is a real-time, visual cash flow forecasting software that gives you a detailed overview of your business’ cash position. Float makes it easy to run different scenarios and answer those what-if questions to effectively plan for potential pitfalls.

Float seamlessly integrates with Xero, QuickBooks Online, and FreeAgent, importing your accounts, transactions, invoices, and bills, so you can easily see how much cash is coming in and going out, giving you an always up-to-date cash flow forecast.

Cost (from)

£35/month

Free Practice Subscription

Trial

14 day free trial, fully functional, no credit/debit card required

Partner Program

Advisor partner

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms

Integrations

Geographies Served

  • Australia

  • Canada

  • Hong Kong

  • Ireland

  • Malaysia

  • New Zealand

  • Philippines

  • Singapore

  • South Africa

  • United Kingdom

  • USA

App features per category

Cash Flow Forecasting

  • Accounting Integration

    • Historical actuals

    • Import bills

    • Import chart of accounts

    • Import draft invoices

    • Import invoices

    • Import recurring invoices

    • Import Xero Budget

    • Journals

  • Automatic Predictions

    • Automatic cash flow predictions based on historical data

  • Chart of Accounts

    • Amend order of display

    • Group

  • Comparisons

    • Forecast vs actual

    • Scenario vs scenario

  • Forecast period

    • 36 m

  • Forecast transaction frequency

    • 2-Weekly

    • Annual

    • Daily

    • Monthly

    • Once

    • Quarterly

    • Set end date

    • Weekly

  • Forecast transaction options

    • Amend expected payment dates for existing A/R & A/P invoices

    • Include/ignore existing A/R & A/P invoices

    • Set expected payment dates for A/R & A/P invoices

  • Forecast transaction values

    • Fixed value

    • Repeat transaction with decreasing transaction value % / £

    • Repeat transaction with increasing value % / £

  • Forecast view period

    • Daily / Weekly

    • Monthly

  • Scenarios

    • Add scenario to base forecast 

    • Create from actuals

    • Create from scratch

    • Include forecasts from other scenarios in new scenario

      • Include a single scenario

      • Include multiple scenarios

    • Quickly adjust overall base forecast (i.e. increase sales/cos by X%)

  • Transaction options

    • Expected payment dates

    • Foreign currency transactions

    • Set expected payment dates for A/R & A/P invoices

Visit Float

Some details on this page are subject to change. If you see something wrong please contact us here.

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