# Page 2 | Float Cash Flow Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of Float Cash Flow ## Showing most helpful reviews Showing 26-50 of 67 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MARIELA C. Admin & Finance Manager Computer Software Used the software for: 6-12 months ### "Excellent tools for forecasting" May 3, 2018 5.0 We have for sure a forecast accurate 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 Review Source AG Atuhairwe G. Accountant Accounting Used the software for: 1-2 years ### "Float cash flow is the easiest system one can use" September 18, 2021 5.0 Float cash flow is easy to use and understand and has made planning for our cashflow easy so I can recommend it to everyone. Pros Float cash flow is easy to use and understand as it isn't complex hence making planning for cashflow easier and the customer service is highly responsive Cons Other then being somehow expensive it is cheaper then doing calculations manually interms of time and accuracy Review Source VR Verified Reviewer Senior Tax Accountant Financial Services Used the software for: 1-2 years ### "Simple software with amazing features" August 28, 2018 5.0 Pros I mainly use Float for its forecasting or “what if” scenarios feature. Float is one of the software that offers this feature. It is a feature that most f of our clients looks forward to. Float can also integrate well with QuickBook and Xero, another accounting software my team and I use. The software together is seamless. Cons The inability to use more than one type of currency is a difficulty most of the times. But it is all tolerable, given the feature of the software. Review Source AK Andrew K. CEO & FOunder Information Technology and Services Used the software for: 2+ years ### "Why wouldn't you?" June 24, 2019 5.0 I've loved it since I first got involved, over 3 years ago. I can't imagine life without it! Pros The ability to be Agile with my financial modelling, to allow me to make tactical decisions, without violating strategic objectives. Cons If I had to say, it would be price. The tool is probably of most use to SME's and the entry price point should be more like £20 / month Review Source VR Verified Reviewer DevOps and Operability Used the software for: 1-2 years ### "easy to forecast based on your real data in Xero, scenarios allow testing of different events" May 1, 2018 5.0 able to see cashflow, which helps with investments and dividends 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. Review Source Heather P. Managing Director Accounting Used the software for: Less than 6 months ### "Game Changing Cash Flow Forecasting Software" June 9, 2020 5.0 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. Pros I like how Float integrates seamlessly with Xero Accounting Software. It was relatively easy to set up for each client compared to other cash flow software apps on the market. Cons I dont have any dislikes at the moment with the software Reason for choosing Float Cash Flow The support I got from my initial enquiry right through to what I receive now when I have a query on the software is fantastic. I also liked the look of the product along with the quick and easy set up process Review Source CH Caroline H. Director Accounting Used the software for: 2+ years ### "A really effective solution to assist businesses manage cashflow" February 3, 2020 5.0 Overall, I think Float is an excellent tool for cashflow forecasting and scenario planning. It is easy to use and understand and the support available from the team at Float is excellent. Pros Float is easy to use and not overly complex making it easy for clients to understand. The integrations with accounting software such as Xero ensures it is kept up to date and makes cashflow planning a relatively quick and a regular task - which is key to managing finances. The ability to forecast easily for different scenarios is a very useful feature that allows a business to easily see the impact of making changes. Cons It would be useful to have a multi currency feature Review Source PS Peter S. Director Civil Engineering Used the software for: 6-12 months ### "Excellent Software" April 1, 2020 5.0 As an SME it has allowed us to get on top of our cashflow and is an invaluable tool. Pros It is very easy to use and integrates very well with Xero. Cons It would be good to allow: - Scenario layers to be used as a base layer for a second scenario that is a variation of the first scenario. - PDF exports from the cash flow and daily breakdown pages that retain the page format. Reason for choosing Float Cash Flow N/A Review Source VR Verified Reviewer talha Writing and Editing Used the software for: Less than 6 months ### "'Super Easy'" October 8, 2019 5.0 Overall, it great, would recommend widely to use this program. Pros It saves time. As compare to forcasting with spreadsheets like old methods, float cash flow is very easy and time saver. it is an easy way to track cash flow. that's the software what i was looking for. Cons So far my experience with this program have been great, no negative things have seen. Review Source Ryan P. Owner/Principal Consultant Information Technology and Services Used the software for: Less than 6 months ### "Excellent Cash Forecasting Tool" August 22, 2019 5.0 Very good. The interface is generally easy to understand. The cash flow reports display is awesome Pros The integration directly with Xero. This allows us to see our cash flow forecasting move as soon as an invoice or bill is entered Cons Its a bit expensive but cheaper than the time needed to calculate manually. Adding new budget items is a little confusing Review Source Marisa Z. Supply Chain Specialist Retail Used the software for: 1-2 years ### "Simple and Task-Specific" August 30, 2018 5.0 Pros Float focuses more on budget management and financial reporting. Our team uses it specifically for that. Because it is non-complex, it does not experience much lag time. It works fast and efficiently. Saves our team a lot of time rather than manually calculating budgets for supplies or manually creating financial reports. It is simple and helpful. Cons Supports one type of currency only. Although multi-currency is rarely done in our company, there are still exchanges that are multi-currency. Review Source AK Alexandra K. Bookkeeper/Finance Team Member Accounting Used the software for: 2+ years ### "Cheaper less powerful tool but gets the job done" October 11, 2022 4.0 Not for a more advanced complex company planning but for smaller businesses this can be a valuable tool to understand current and future cash flow. Pros Integrates well with Xero, our accounting software. You can create budgets and scenarios for different accounts from your GL. Very useful in that capacity but beyond that there is not much to the tool. Navigating around is not bad. Cons Historical graphs show actuals, not a great way to see variance. And forecast planning based on numbers not per headcount or any other fancier features. But for the price point this is a straightforward great tool. Review Source VR Verified Reviewer Founder Marketing and Advertising Used the software for: Less than 6 months ### "This is one of the most useful tools we have" June 30, 2020 4.0 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. It allows me to make decisions and also with the scenarios feature being able to model various scenarios and the impact on cash flow is incredibly powerful. Pros Once everything is synced up with your accounting software, Float gives a really quick and easy cash flow forecast when we need it. It's the kind of service I've wished existed for many years now. Cons I've found it a little confusing getting to grips with budgets vs actual forecasts... some aspects of the interface could be a little clearer. It's also a little frustrating being limited on editing the expense categories Review Source PW Peter W. Director Accounting Used the software for: Less than 6 months ### "Does what it says on the tin...." January 15, 2020 4.0 Pros I came across Float at Xerocon 2019. I was actively seeking a cashflow App that was easy to set up, use and maintain. I had tried Apps that were more feature-rich but for my clients simplicity and easy of use was their priority. Float fits the bill. I have now been using it on a daily basis with clients for over 2 months and find it does a great job. The clients love it. I will be implementing Float as part of my essential App Stack - Hubdoc-Xero-Float. Cons So far I have had a positive experience with Float. If there was one area that I think further work can be done it would be the ability to mix scenarios to evaluate how they would affect future cashflows. Review Source Beryl P. CEO & Founder Hospitality Used the software for: Less than 6 months ### "Super Software" September 21, 2018 5.0 I love the customer service that made sure I understood what I was doing... Pros You feel more in control of your cashflow and your business hence. Cons It does a lot but can get complicated to understand. And for a small business like mine a bit too high price wise. But went for it anyway for all the pros. Review Source AG Amanda G. Financial Services Officer Recreational Facilities and Services Used the software for: Less than 6 months ### "Float is incredibly helpful at a time in need" May 3, 2020 5.0 Pros Float was really easy to set up and it took less than a day to get it all up and running. It integrated with Xero seamlessly and from the moment I signed up on the free trial I received access to a heap of helpful set up videos and access to useful webinars. It is not time consuming to prepare multiple scenario's and I love the confidence I have in the accuracy of the projections due to it being integrated with Xero vs running off a spreadsheet. Cons Yet to find a function I don't like. As a small not for profit organisation the price point is at the upper end for us but do appreciate the value of the product. Reason for choosing Float Cash Flow The ease of the integration into Xero Review Source VR Verified Reviewer dev Computer Software Used the software for: 1-2 years ### "Great tool" November 30, 2018 5.0 Pros This is a great tool to know my schedule, to know my co-workers schedule Cons There is nothing I don't like at this moment. Review Source JP Jo P. Bookkeeper Sporting Goods Used the software for: 1-2 years ### "Float Cash Flow Software" February 11, 2019 4.0 Overall I have found this software very helpful and also the customer service is really good. I always get a fast response and I love the fact that they are always looking to improve the software. The new function of multiple budgets in one cell was a bonus for our company. Pros What I like most about this software is how easy it is to use, even if you are not a professional accountant or bookkeeper. I also find the Scenario layers very helpful. Cons The one function I would love to have in Float is to be able to change the date of budget project to the next month without having to delete the budget in one month and enter to the next when our projects are prolonged to another month. Review Source JO John O. Finance Manager Retail Used the software for: 6-12 months ### "Review of Float cashflow forecasting" December 10, 2019 5.0 Cash flow reporting is more timely and accurate as is cashflow forecasting Pros Good layout, good features, simple to understand layout, flexible Cons Not able to enter formulas or percentage calculations when entering budget figures Review Source OM Oliver M. Co-Founder Real Estate Used the software for: 1-2 years ### "Useful tool" May 28, 2019 5.0 Pros Ease of setting a forecast - makes it very easy to see in a format that is easy to read Cons Difficulty of editing fields & make accruals for future payments. Also, if you have over forecasted something, the difference rolls into the next month which is often not accurate. Review Source Rory Y. Head of Operations Marketing and Advertising Used the software for: Less than 6 months ### "Great & Easy To Use Cashflow Solution" March 25, 2020 5.0 Float has really helped us to forecast the business health for the next few months (and even years), giving peace of mind and a plan of action to combat any revenue/cost scenarios on the horizon. Pros The integration with Xero was seamless, with lot's of helpful advice on how to get the best out of the cashflow projections. Cons Nothing of note as yet, the setup & forecasting has been really simple. Review Source TB Terry B. FD Used the software for: 6-12 months ### "indispensable" May 2, 2018 5.0 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 Review Source SM Steven M. Principal - Bookkeeping Business Accounting Used the software for: Less than 6 months ### "Cash Flow for Everyday People" September 23, 2019 4.0 Just starting to use this product and I like the clean (non-cluttered) layout of the screens. Easy to use, easy to setup and like the fact that you can readily track where the figures come from in xero. Pros User friendly and easy to understand. Logical layout for the everyday business person. Cons Would be could to pull in a 3 way budget if required . An upgraded version of the product. Needs to integrate with myob, as this accounting platform is still used by a lot of larger construction companies who need cash flow advice. Reason for choosing Float Cash Flow I'm using it in conjunction with Futlri. I've been looking for a user friendly cashflow tool to help everyday business people run their companies. I'd seen this product before and hadn't taken the time to learn the features of the platform. Revisited the Float App stand at Brisbane Xercon 2019, then talked to a retail phone shop in Tasmania who ran his business by using Float everyday for budgeting. After speaking to him I knew this was a product that would be a value added product for our practice. Review Source Rosangela R. Quotes & AR Specialist Used the software for: Less than 6 months ### ""Floating" with Float" May 4, 2018 5.0 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. Review Source ST Steven T. Managing Director Information Technology and Services Used the software for: 2+ years ### "Business critical cashflow" December 12, 2018 5.0 Cashflow piece of mind Pros \- amazingly simple to use - instant accurate cashflow and runway - so much better that the spreadsheets we used to use - allows us to model different scenarios Cons There isn't much to dislike - it's a great bit of software Review Source Similar Products Featured