Float Cash Flow
Last Updated
Overview
Float offers visual cash flow forecasting that converts financial data into short-to-medium term forecasts. Although some users may need time to learn scenario settings, its scenario planning, automated forecasting, and clear dashboard improve planning and team visibility. Overall, it delivers practical cash clarity for sales and finance teams.
Float Cash Flow Specifications
- Activity Tracking
- Reporting And Analytics
- Performance Tracking
- Sales Forecasting
Float Cash Flow Features
Scenario Planning And Budgeting
Float Cash Flow features adding scenarios and budgets to visualize financial decisions. Questions like ‘can the business afford a new hire?’ or ‘when will cash run out?’ can be answered quickly. Scenarios can be toggled for clear comparison.
Forecast Automation
With this feature, the platform reduces reliance on complex, error-prone spreadsheets by automatically updating future forecasts. Routine calculations are handled seamlessly, allowing teams to focus on strategic decisions and improving overall financial clarity.
Collaboration And Progress Tracking
The software maintains clear records of invoice actions and changes, providing context for all team members. This transparency helps teams stay aligned, track progress effectively, and ensures financial updates are visible across the organization.
Pros And Cons of Float Cash Flow
Pros
Automatically updates real financial data daily
Creates clear visual cash flow forecasts
Models ‘what-if’ scenarios for planning
Cons
Support documentation may not cover all scenarios
Performance can be occasionally slow under load
Float Cash Flow Reviews
Total 20 reviews
4.6
All reviews are from verified customers
Rating Distribution
5
Stars75%
4
Stars15%
3
Stars5%
2
Stars5%
1
Stars0%
Share your experience
Accounting, 1-10 employees
More than a year
“Works with Xero”
Pros
Right away, it worked nicely with Xero which is the accounting system we already use. It lets you build budgets and run different scenarios across accounts pulled from the GL and that has been genuinely useful for our planning. Outside of that, the platform is fairly limited but for its core purpose it does the job well. Getting around the tool is also reasonably easy.
Cons
A limitation is that the historical graphs display actuals but they do not offer a very good way to view variance. Forecast planning is also based mainly on numbers, rather than headcount or other more advanced planning methods and features. Still at this price point, it remains a easy and worthwhile tool.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
7
Functionality
8
Accounting, 11-50 employees
More than a year
“helpful cashflow planning tools”
Pros
Keeping track of cash flow is easy because the platform is simple to understand and not overly complicated which makes planning much easier. On top of that, the customer service team is very responsive whenever support is needed.
Cons
Aside from being a bit expensive, it still ends up being more cost effective than doing the calculations manually when you consider the time saved and the improved accuracy.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Consumer Services, 1-10 employees
Less than a year
“smooth Xero integration”
Pros
One of the best parts is how well it works with Xero: updates show up right away which makes everything feel connected and reliable. It's also very easy to use and doesn't take much effort to understand.
Cons
Although the scenario feature is useful, the comparison options are still a bit limited since you can only compare with the last month, last 3 months or last 6 months. It would be much better to have the option to choose a custom comparison view.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What level of support does Float Cash Flow offer?
The platform provides support via ticket submission and email.
Does Float Cash Flow have a mobile app?
No, Float does not offer a mobile app.
Who are the typical users of Float Cash Flow?
Float is well-suited for a wide range of industries and sectors, including architecture, software and IT, consulting, financial agencies, and construction.
What language does Float Cash Flow support?
The software supports English only.
What types of Float Cash Flow price plans are available?
Pricing begins at $47/month (billed monthly, excluding VAT) for businesses with $250K in annual revenue, scaling as revenue grows. A 14-day free trial is included. Contact us to request a personalized Float Cash Flow cost quote based on your institution's requirements.
Does Float Cash Flow offer an API?
No, Float does not offer an API.
What other apps does Float Cash Flow integrate with?
The platform integrates with several third-party applications and systems, including QuickBooks, Xero Accounting Solution, and FreeAgent.