# Float Cash Flow Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Float Cash Flow the right Sales Forecasting solution for you? Explore 67 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/226486/Float-Cash-Flow/reviews --- Float Cash Flow 4.8 (67) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Float Cash Flow Ease of use 4.7 Customer Service 4.8 ## Pros and Cons in Reviews Nadia B AccountantConsumer Services, 2 - 10 employeesUsed the software for: 6-12 months. “This tool has helped us to keep on track of our cash flow and took good decisions for the coming months.“ June 4, 2021 Ivan W Managing DirectorAccounting, 11 - 50 employeesUsed the software for: 6-12 months. “Other than charts, outputs are limited to CSV files so not that easy/quick to manipulate offline, and have to do all your own formulas & formatting, etc.“ May 21, 2020 Heather P Managing DirectorAccounting, Self-employedUsed the software for: Less than 6 months. “This has been a game changer in our practice, we can give daily, cash flow reporting updates to our clients during this Covid 19 Crisis. “ June 9, 2020 Marcus E FounderMarketing and Advertising, Self-employedUsed the software for: Less than 6 months. “It's also a little frustrating being limited on editing the expense categories“ June 30, 2020 Marcus E FounderMarketing and Advertising, Self-employedUsed the software for: Less than 6 months. “As the owner of a small business, having a 24/7 eye on our cash flow is THE most important aspect of running the business.“ June 30, 2020 Ivan W Managing DirectorAccounting, 11 - 50 employeesUsed the software for: 6-12 months. “Scenario planning and comparisons very helpful, and the output from those in charts etc great for presentation.“ May 21, 2020 ## Showing most helpful reviews Showing 1-25 of 67 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Sandeep K. Director, Finance Computer Software Used the software for: 6-12 months ### "Great tool for simple cash flow management, and even better to get rid of manual Excel tracking!" May 2, 2018 4.0 Better cash flow overview, minimizes the need for Excel. 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. Review Source ED Emily D. Cloud Accounts Specialist Accounting Used the software for: 6-12 months ### "Crucial cash flow forecasting" April 23, 2020 5.0 I love using Float and everyone at Float is super helpful and friendly. I recommend this app everytime someone requests a cash flow as it's by far the easiest system to use and efficiently procude a cash flow forecast under pressure. Pros Float is so easy to use for us, but also for our client. It helps our clients keep on track of their cash flow forecasting easier than before as it's so easy to understand whilst being very granular. Cons If it could go beyond and produce projected profit and loss and balance sheet. Alternatives considered [Futrli](https://www.capterra.com/p/169761/FUTRLI/)[Fluidly](https://www.capterra.com/p/170329/Fluidly/) Reason for choosing Float Cash Flow We also use Futrli, but this is only when we're required to produce a projected PL and BS, otherwise I'd choose Float EVERY time :) Review Source KK Katia K. Financial Director Airlines/Aviation Used the software for: 6-12 months ### "Float is brilliant... but could be better" October 7, 2020 4.0 Float has made the management of cashflow significantly easier and smoother than a spreadsheet! Pros I love how easily Float links in with the other software I use, it also makes looking at different scenarios with comparisons easy. Cons I think there are some more indepth functions that could be introduced that allow the user to have more control over how the information is displayed. Such as being able to see purchase orders, Being able to sort the 'Daily Breakdown' into categories. Also, it would be really helpful to have a function that shows your current balance less bills that are due, the current display shows the balance at the start of the day with bills that have been paid as still showing due. Alternatives considered [Fluidly](https://www.capterra.com/p/170329/Fluidly/) Reason for choosing Float Cash Flow Being able to change payment dates was a lot easier Review Source EM Emma M. Chartered accountant Accounting Used the software for: Less than 6 months ### "Great cash flow forecasting tool!" November 4, 2019 5.0 Having an online c/f which links to Xero has enabled me to have c/f conversations real-time with clients and run multiple scenarios. It has eliminated the need for excel s/s which in turn has made my time more efficient. It has increased client engagement and provided me with more time for data analysis rather than s/s checking and data entry. Pros Option of manual link-up to Xero so forecast can reflect Xero updates immediately. Ability to run multiple scenarios so clients can see the impact of making different business choices on the cashflow. Cons It would be useful to be able do s/s upload of scenario budgets - can currently only do for the main forecast I think. Switched from [Fluidly](https://www.capterra.com/p/170329/Fluidly/) Limited functionality in Fluidly. Fluidly makes changes to forecasts which weren't asked for. Review Source Ivan W. Managing Director Accounting Used the software for: 6-12 months ### "Great software, very easy to set up & use, excellent support - could add a couple of features" May 21, 2020 4.0 Pros Super-easy to set up and sync to Xero, and to import or directly input budgets. Easy & really helpful basis to review and amend bill/invoice dates for cashflows. Scenario planning and comparisons very helpful, and the output from those in charts etc great for presentation. Also allows you move & group cash in/out categories Cons Other than charts, outputs are limited to CSV files so not that easy/quick to manipulate offline, and have to do all your own formulas & formatting, etc. I understand they’re working on Excel downloads - soon I hope! Reason for choosing Float Cash Flow Ease of use; features; price; support Review Source Nadia B. Accountant Consumer Services Used the software for: 6-12 months ### "Great and easy cash flow tool" June 4, 2021 5.0 This tool has helped us to keep on track of our cash flow and took good decisions for the coming months. Pros I really like integration between Float and Xero accounting tool, updates are reflected immediately. It is easy to use and understand. Cons Even when you can have different scenarios you just are able to compare against the last month, last 3 months and last 6 months, it would be better if you can select a custom view. Review Source Response from The Float Yard June 14, 2021 HI Benites, thank you for taking the time to leave a review of Float. We're delighted to hear Float is helping you keep track of your cash flow and make decisions for your business. Christine H. Content Writer and Outreach Manager Marketing and Advertising Used the software for: I used a free trial ### "Easy way to track workload" December 29, 2018 4.0 Used a trial version for a month to see which task management software would work best for our small marketing team. While Float was easy (and even kinda fun) to implement, its functionality was too limited to continue use. I think it would be most useful in a situation where you have to focus on managing others and gauging the workload and hours spent on each client or project. Pros Super easy to use and figure out. Took almost no time at all to start implementing it in the workplace. It also makes it really easy to manage others - you can pass tasks from one person to the other, postpone them easily, and see at a glance whether someone is overbooked. Cons The capabilities are a little limited. While it can help you track workflow and task progression, it doesn't grant you a lot of flexibility in storing info about clients, setting due dates, etc. Review Source Glen C. Director Architecture & Planning Used the software for: 1-2 years ### "Float" December 5, 2018 5.0 Float provides crystal clear visibility on our cashflow. Something we had always struggled with in the past. Pros Ease of use, clarity of information. Focus. Cons Nothing in particular. Review Source Dylan K. CEO + Geographer Computer Software Used the software for: 2+ years ### "Analyzing my business via Float kept us alive" November 20, 2018 5.0 I run a small business that does large projects. Cash flow and budgeting is paramount to success. Before I found float I was running my business like most folks. Looking backwards to go forward. I was paying myself and employees unsustainable money, not timing expenditures correctly that were needed to grow but could wait. I am still in business and making healthier decisions based on the future numbers because of the insights Float gives me. Pros The ease of integration with Xero is simple and over the past couple years the software has become easier to configure and setup. Jump in and go! Cons There is always room for improvement, and the support staff listen. Currently there is nothing that "must" be done besides never stopping the innovation. Review Source Migdelia Meriyela M. Acount Specialist Used the software for: Less than 6 months ### "my experience with float has been little but quite pleasant, since it allows to take control of the " May 4, 2018 4.0 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 Review Source RS Richard S. MD Marketing and Advertising Used the software for: 2+ years ### "Great direct forecasting tool" June 5, 2019 4.0 \- Keeps me sane, and saves me quite literally hours every week. Pros \- Easy to set up and use - Xero integration - basic scenario planning - Complex, but not complicated - Uses direct method Cons \- Could do with a good mobile view - the current one is very frustrating (I don't need an app, but a great mobile view would be high on my list) Review Source MM Michael M. Managing Director Information Technology and Services Used the software for: Less than 6 months ### "Cash flow analysis and Xero Integration" July 9, 2020 5.0 Our accountant recommended Float and provided the setup and training. It took a few weeks to get comfortable enough to start adding groups ourselves for better analysis of costs and revenues. We attended a very good Webinar to help those new to Float and those still learning. Overall we are very happy with the product and service. Well worth it. Pros Float seamlessly integrated into Xero so we could classify our chart of account codes into Groups and sub-groups for better analysis of cash in and out. Focused our attention on realistic cash receipt dates. Allow us to analyse past expenditures and set future dates for large annual outgoing expenses (no forgetting or surprises!!) Cons Its a small gripe but the sync scheduler could be more flexible (hourly v daily) for companies with a lot of transactions. Reason for choosing Float Cash Flow Our accountant recommended moving from Sage to Xero initially and then Float as an add-on. Very happy with both products. Review Source CJ Chris J. Company Director Furniture Used the software for: 1-2 years ### "Better than sliced bread ....." November 30, 2018 5.0 Our relatively new business operation is experiencing exponential growth. Float gives us the ability to plan and tweak cashflow projections instantly and accurately with access to current and historical data seamlessly through the Xero integration. Pros Simplicity, functionality, Xero integration. Cons The nightmares it gives me over the years I spent trying to maintain cashflow data on cumbersome excel spreadsheets that were already out of date by the time I had updated them :( Review Source RL Rouska L. Operations Director Used the software for: 6-12 months ### "Instrumental to our business.. excellent product" May 2, 2018 4.0 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 Review Source FT Fiona T. Managing Director Automotive Used the software for: Less than 6 months ### "EVERY business should use this - especially NOW" April 29, 2020 5.0 An excellent tool that gives me the ability to create realistic scenarios - especially the many required by the bank to back up a CBILS application Pros The ease of use once the extremely helpful support stepped in and dug me out of the very deep mess I had made! Cons I have not found any shortcomings or problems yet Reason for choosing Float Cash Flow I needed the scenario building Review Source Chris M. Managing Director Accounting Used the software for: Less than 6 months ### "Perfect Business Cash Forecasting Tool" January 6, 2019 5.0 Pros The sync with accounting software is effortless. Updating is a breeze. Cons Limited additional user controls/ permission limitations. Review Source RW Russ W. Director Food & Beverages Used the software for: Less than 6 months ### "Float Review" September 4, 2020 5.0 Pros Visualizing the cashflow of the business and the integration with Xero Cons The only negative so far is the Monthly cost, it is expensive Review Source MN Michelle N. COO Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Easy to use cash flow forecasting software" June 4, 2018 5.0 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. Review Source BW Ben W. Founder & CVO Food & Beverages Used the software for: Less than 6 months ### "Game Changer" February 10, 2020 5.0 Pros When excel and spreadsheets are not enough and your time is worth more that hours entering data into your excel spread sheet there’s floatapp. This piece of software has given me confidence in my cash flow management and allows me to see exactly what different decision will do for my business. Cons No App for on the go. This would be a handy feature for future updates Review Source BP Bronwyn P. Department Leader, Accounts & Administration Real Estate Used the software for: Less than 6 months ### "Super Easy Forecasting!!" October 4, 2020 5.0 Great support from the Float Team, and regular training is on hand, but I found it so easy to use just by watching the intro tutorials. Pros Real time integration with Xero, allowing for super fast income forecasting, and multiple scenarios that can be modelled quickly & easily. Cons Haven't found anything not to like yet (& I don't think I will) Review Source DK David K. Policy & Compliance Manager Used the software for: Less than 6 months ### "Used with Quickbooks, no worries!" March 21, 2018 5.0 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. Review Source VR Verified Reviewer Financial Coordinator Packaging and Containers Used the software for: Less than 6 months ### "Flexi- Hex X Float Cash Flow " August 5, 2020 5.0 Very good so far, will happily carrying on using it. Pros The general look and feel is very simple. Cons I would like to see all the scenarios being put on the same chart. Review Source BC Brian C. Partner Accounting Used the software for: Less than 6 months ### "Awesome cash flow forecasting" March 29, 2018 5.0 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) Review Source GP Geoff P. CEO Airlines/Aviation Used the software for: I used a free trial ### "First time using Cash Flow Forecasting " May 8, 2020 4.0 I have never used this type of tool and I am finding it very helpful, the link with Quick Book is very good and it can be updated whenever you need to. With float downloading data directly from Quick Book that as also helped me to find mistakes which have been made in my accounts We have now spent a number of hours just updating our records in Quick Book which makes that set of records even better. This updated information is then uploaded back into float. I did have a demo version of two weeks but due to the virus this as been extended. I really feel that two weeks to have demo for this system is two short it needs to be at least 4 weeks, then you will start to see the benefits of using the system. I will not be going back to the old ways Pros The integration with Quick Books on line is very useful Cons I find the system to be very helpful in presenting the information you need but as yet I have not been able to understand the reports which it is generating. If you wish to print and send cash flow information to someone else you can but you can not have your company logo shown on the report but by default you can have the Float logo shown! The promo information says you can have this up and running within the day, which maybe you can but I don't think that I would want to reply on its data. It takes time to check the data is correct and even the if the correct information is recorded within Quick Books in the correct place. I have never used anything like this before and I found it hard work, the videos they have do show you how to do things but when you don't know what you need to do or what you need to know it take a little time to fully understand what and how to do it. The videos on you tube are helpful but when you are trying to understand what and how to do something I found the speed and the single tone of the lady talking was just way to fast and boring for a new starter to understand. When you understand a little more its still boring but you can understand better what she is now saying. In this time of covid 19 I feel the cash flow display is way to long its showing 20 months and I only want it to show 6, maybe it does it but I can find how to shorten it. At this time I have given up on the reporting section maybe I will come back to it later. Reason for choosing Float Cash Flow interface with Quick Books on line Review Source Adam H. CEO Internet Used the software for: 2+ years ### "Big time and money saver - Daily cashflow particularly useful" May 7, 2019 5.0 We use Float every day and is the best Cash Flow software we tried when evaluating - it gets slow but regular updates and the support team are relatively responsive. It's not cheap but we feel the ROI is completely worth it. Pros Works great for short to medium term cashflow management and the integration with both Xero and FreeAgent is good. Easy to use and provides us with very intelligent data. Cons Takes a bit of management and doesn't always do everything you want - not so useful for long term cashflow projections but has become an invaluable tool for us. Small issues. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.