Who Uses This Software?

Small to medium-sized businesses, entrepreneurs, accountants and bookkeepers using either Xero, QuickBooks Online or FreeAgent.


Average Ratings

16 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $49.00/month
    See pricing details
  • Pricing Details
    Discounted pricing when billed annually
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Float
  • floatapp.com/
  • Founded 2010
  • United Kingdom

About Float

Float is an award-winning cash flow forecasting, cash budgeting and cash management tool exclusively for use with Xero, QuickBooks Online or FreeAgent. View your cash flow on a daily, weekly and monthly basis, scenario plan at the click of a button and forecast up to 3 years into the future! Because Float reads amounts and expected dates on every bill and invoice, you get granular, actionable insights into your cash flow, that you can then share with your bank, investor or board.


Float Features

  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement

Float Reviews Recently Reviewed!


Capterra-loader

Great tool for simple cash flow management, and even better to get rid of manual Excel tracking!

May 02, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Float easily integrates with Xero, allows you to easily configure which banks get synced for display purposes, and provides excellent insight into the sources of cash and also where cash is being spent.

The invoices due and bills to pay reports are an easy way to access overdue bills and invoices without clicking through the accounting system.

This is ideal for anyone who wants to get an idea of their cash flow history and projections.

Cons: The product would be infinitely better if it supported multi-currency accounts, especially with more businesses holding more than 1 currency. Currently, details on cash is based on GL accounts. It might be way more usable if it gave us the option to view this from a customer/vendor name perspective, since we plan our cash flow on that basis, rather than by the GL account.

The concept with this program is so excellent, and I am holding out on new features being released that totally eliminate the need for other products (such as Excel) for tracking and projecting cash flow. If Float can make that leap, it'll easily be the #1 cash flow app.

Overall: Better cash flow overview, minimizes the need for Excel.

Excellent tools for forecasting

May 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, also gives you the chance to create scenarios and most important can predict the cash movement. You can even add companies

Cons: Its not multilanguage and multicurrency, you can add companies but cant be useful if having companies in different countries

Overall: We have for sure a forecast accurate

easy to forecast based on your real data in Xero, scenarios allow testing of different events

May 01, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The sync with Xero means I don't need to worry about losing transactions, and can quickly compare forecast with actuals.
The scenarios tool enables me to examine whatif for any ledger/ sales or expense.
The weekly email tells you how much cash you have in the business too.

Cons: It's a little fun to setup, but you only have to do that once. Tweeking the budget is easy.
Perhaps an app.

Overall: able to see cashflow, which helps with investments and dividends

indispensable

May 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We can overlay cash flows for ease of viewing upcoming months and forecasts of scenarios. with ability to edit

Cons: cannot really think of anything. As I cannot think of anything it is impracticable for me to put much else

Instrumental to our business.. excellent product

May 02, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Fantastic for forecasting cashflow and it's integration with freeagent makes the experience seamless

Cons: Few features could be added which would make the details a little better, but know they're on the roadmap

Capterra-loader

my experience with float has been little but quite pleasant, since it allows to take control of the

May 03, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: what I like the most is its integration with quickbooks and how easy it is to see the arrears with payments to suppliers as well as customer charges, it makes us see that attack immediately and also allows us to see the details of the transactions when we click on a transaction in the cash flow

Cons: what I like the least is what it takes updating by giving it the refresh button, I think it's a slow nose if it is for the data handled but I would like it to be faster

Easy to use, very intuitive

May 01, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Overall simplicity and ability to seamlessly sync with our other business software such as Xero. Well priced as well.

Cons: Nothing - it's pretty great. Any glitches are addressed or explained by the helpdesk team who reasons quickly.

Great, clear app

Aug 15, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Float is easy to use and provides practical and simple information that enables us to really plan our cashflow - it takes away a huge pain point of Xero.

Cons: Float takes some getting used to as there's not a complete integration out of the box, and requires some customisation to remove certain non-cashflow related expenses.

Easy to use cash flow forecasting software

Jun 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Float saves us so much time! It is much better than forecasting with spreadsheets (our old, cumbersome method). The QuickBooks integration is simple.

Cons: Allowing for more detail in each budget line for a given month would be helpful, but we understand that this feature is coming soon.

Float takes the worry out of cashflow

Feb 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: My experience with Float has been great. The software does what it's supposed to do, and the customer service is fantastic.

Having used spreadsheets to run cashflow management for years, this software was a breath of fresh air. Not only does it sync really well with my bookkeeping software keeping the data accurate, it also makes it a breeze to check my business's cash position now and in the future. Being able to run different scenarios quickly is a massive time saver.

I'd highly recommend taking it for a spin.

Excellent

Jul 31, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Great way to keep track of cashflow and set budgets. Easy to use, you don't need to be an account!

Cons: Float doesn't sync back the changes that you make to billing and invoice payment dates to Xero.

Capterra-loader

"Floating" with Float

May 04, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: Its very simple to understand, very friendly. It welcomes non financial users to use it. I've been using it for a couple of months and I feel very happy with it.

Cons: Sometimes it runs a bit slow and freezes. It wont let you handle more than one currency. It does not send alerts for expired invoices only for software updates.

Excellent software

Feb 25, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Float is an excellent piece of software. We use it in conjunction with FreeAgent to forecast our sales and expenditure. The clarity and foresight it gives us is fantastic and we couldn't live without it.

Solid product. Great support

Feb 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Used for around 6 months to forward project our cash flow.

Use it weekly and it's now part of our financial planning. Looks good visually and has continually improved since we signed up

Used with Quickbooks, no worries!

Mar 21, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I have found the product to be easy to navigate. We haven't explored all the features as we are new users, but the ones we have used are on mark!

Cons: I haven't had any issues yet! We are learning the features, but haven't had problems. It is easy to navigate.

Awesome cash flow forecasting

Mar 29, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use for cash flow forecasting
Syncs directly with Xero and QuickBooks Online
Customer support is outstanding

Cons: Cells don't allow multiple entries and only show one total number (i.e., 1+2+3=6, but they are adding this)