# Page 3 | Float Cash Flow Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Float Cash Flow ## Showing most helpful reviews Showing 51-67 of 67 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Luke M. Director Electrical/Electronic Manufacturing Used the software for: I used a free trial ### "Simple and easy to use" May 3, 2020 5.0 We can see exactly how we are tracking against out budget to make sure we are making money. Pros The timeline feature is all we need with forecasting. Other cashflow forecasting software I have tried looks good and has plenty of information but I have found Float to have the best forecasting. Cons I dont think it imports the Xero Budget. Review Source KD Kumbula D. CFO Transportation/Trucking/Railroad Used the software for: Less than 6 months ### "Float Cash Flow - Convenience at your finger-tips " September 8, 2020 5.0 There is nothing more convenient than float. Pros Float gives you a visualized look of how your cashflow will be like throughout the year. Cons Float gives you the option to play around with expected payment dates on your bills thereby giving you room to play around with your cash flow. Review Source JF Jen F. Director Used the software for: 1-2 years ### "Easy to use, very intuitive" May 1, 2018 5.0 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. Review Source NH Nick H. Founder Computer Software Used the software for: Less than 6 months ### "Float is just great" November 19, 2018 4.0 Pros We used Excel for predicting our forecast cashflow. It was very time consuming to maintain this system. Float integrated with our bookkeeping software, Xero, made cashflow forecasting very easy! Excel-like functionality in the browser makes editing easy. The single-page view for an overview is great. Cons No Excel-like bulk-edit for scenarios except base! Review Source RS Robert S. Director Accounting Used the software for: 1-2 years ### "Float" October 20, 2018 5.0 Pros Ease of use Direct integration with accounting and bookkeeping software! Cons Slightly expensive for basic or start-up businesses - perhaps a reduced functionality package that's a bit more affordable? Review Source PK PM K. Principal Marketing and Advertising Used the software for: Less than 6 months ### "Great, clear app" August 15, 2018 5.0 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. Review Source LPS Lucien Paul S. CEO Non-Profit Organization Management Used the software for: Less than 6 months ### "Properly useful cashflow" July 19, 2019 5.0 We have a renovation project going on at our charity's main building and managing cashflow is crucial. I looked at and tested a load of different providers and Float nailed it for our needs. I can see exactly how we're doing and where the crunch points will be without it being somewhat fictional (which is easy to accomplish in a spreadsheet, especially if it's not linked into the latest data). Pros It integrates really well with Xero, making keeping everything up to date v easy. Cons Spreadsheet input is a little clunky with manual entry. Review Source AM Alan M. Managing Director Investment Management Used the software for: Less than 6 months ### "Great tool for managing your finances" October 22, 2019 5.0 Float provides better visibility of our cash flow, allowing us to take action sooner Pros Speed and ease of the integration with Xero; intuitive interface and flexibility of the forecasting. Cons A daily automatic re-syncing with Xero would be helpful. Alternatives considered [Futrli](https://www.capterra.com/p/169761/FUTRLI/)[Fluidly](https://www.capterra.com/p/170329/Fluidly/) Review Source IF Iain F. Used the software for: ### "Float takes the worry out of cashflow" February 25, 2016 5.0 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. Review Source AA Al A. V. P Business Development Machinery Used the software for: Less than 6 months ### "User Friendly " November 30, 2019 5.0 I don't use this tool personally but my colleague does. it helps us predict cash flow in real time as our business grows. It allows us to set budgets and eventually accountability for performance with various departments of the business Pros Straight Forward Good Integration with Quick Books Has functionality needed from this type of tool Cons Can't think of any. May be price can be a bit more affordable Review Source AB Allison B. Director Computer Software Used the software for: Less than 6 months ### "Makes cash flow easier" January 23, 2020 4.0 We have quickly achieved real visibility of our cashflow, linked to Xero and bank feeds it's real-time, so no more spreadsheets. Pros Integrates with Xero so its much simpler than trying to capture numbers in a separate spreadsheet. Cons I found the set up of the categories a bit fiddly but I don't really use accounting software so perhaps that's an unfair comment. Review Source JB Joanne B. Project Coordinator Used the software for: Less than 6 months ### "Excellent" July 31, 2018 4.0 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. Review Source NS NATALIE S. accountant Accounting Used the software for: 6-12 months ### "Float Cash Flow Forecasting" September 26, 2019 5.0 It has served its purpose for basic cash flow forecasting Pros What I like most about Float Cash Flow Forecasting is that is can be integrated when using quickbooks online. Cons What I like least about this software is that it does not support various currencies and is not very flexible. Review Source MC Mark C. Creative Director Design Used the software for: Less than 6 months ### "A real game-changer" May 9, 2020 5.0 This is so vital during this crisis (Covid-19) that I can forecast our business health, and it will be a vital part of our toolkit in future as well Pros It seamlessly integrates with Xero to give me all the data at a glance Cons There was nothing I didn't like about the software Review Source BB Brianna B. President Accounting Used the software for: Less than 6 months ### "Game-changing" November 5, 2018 5.0 This is a game-changer for accountant-type roles who want to show budgets and projections to people who may need more visual interest than the usual budget spreadsheets that CFO's are working with. On top of that, the Float team is very responsive, friendly, and helpful! Pros It's very sleek, fast, and user-friendly. The interface is great, the syncing is flawless. Cons I wish it could pull longer historical data. Review Source GM Gordon M. Managing Director Used the software for: ### "Excellent software" February 25, 2016 5.0 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. Review Source CM Callum M. Founder Used the software for: ### "Solid product. Great support" February 25, 2016 5.0 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 Review Source Similar Products Featured