Float

Firm size

  • Small
  • Medium
  • Large

Functionality

Advisory, Cash, Budget, Forecast, Report, Scenarios

Integration

FreeAgent, QBO, Xero

Free trial

14 days

Pricing

Direct: From £49/mo (3 users) - £99/mo (100 users)

Partners: £7/user/mo - £44/user/mo depending number of clients

User reviews

4.8
(145 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Functionality

4.8

Support

4.9

Ease of use

4.8

Value for money

4.8

Key Features

  • Float is designed to help businesses stay on top of their cash situation
  • Uses live data from Xero, FreeAgent and QuickBooks Online to show cash flow views on a daily, weekly and monthly basis.
  • Supports forward-looking cash forecasts and comparative scenarios
  • Presents results in an easy-to-grasp visual cash flow graph
  • Outputs a set of drillable reports for managers and investors
  • Does not handle P&Ls or other forecasts

Product screenshots

Click an image to enlarge

What Float says

Float provides an intuitive solution to cash flow forecasting that business owners can understand and use, no accounting background necessary. Gone are the days of spending hours every month trying to bring your spreadsheet up to date only for it to go out of date the next time you process a transaction.

Float integrates with Xero, QuickBooks Online and FreeAgent to provide you with a real time, accurate and visual cash flow forecast that will help you spot cash fluctuations in advance and have confidence in your future plans. With Float you can scenario plan, track budgets against actuals and easily spot any cash fluctuations well in advance, making this an indispensable business planning tool.

The introduction of their multi-budgets feature has revolutionised forecasting in Float, bringing increased accuracy, granularity and control to our users.

What users say about Float

Read user reviews

    Pros

  • Offers practical support for users focusing on operational cash flow
  • Visual cash flow graph that business owners and managers find easy to understand
  • Scenario analysis at the touch of a button
  • Integration with Xero improves efficiency and timing of information
  • Incredibly user friendly and maps into our accounting system with real-time updating
  • Helpful support staff

    Things you might change

  • Better view of time horizon - more than 12 months
  • Float does not offer any iOS or Android mobile/tablet app

Functionality

4.8

    Pros

  • Integration with Xero improves the efficiency and timing of information
  • Visual cash flow graph that business owners and managers find easy to understand
  • scenario analysis at the touch of a button

    Things you might change

  • Better view of time horizon - more than 12 months
  • Still waiting for iOS or Android version so we could use it with iPads and other tablets
  • Would like to be able to budget quarterly figures for VAT and corporation tax

Support

4.9

    Pros

  • Very helpful staff
  • New features are implemented regularly
  • The support is first rate, always on hand to answer questions with a friendly attitude

Ease of use

4.8

    Pros

  • Visual cash flow graph is really easy to understand
  • Ease of use and ability to transfer data directly from Excel

    Things you might change

  • Takes a while to get set up. Would be great to have some automation

What AccountingWEB says

Float is all about cash, probably the most pressing issue that business owners and accountants face. Float answers this need with a low-maintenance mechanism to interrogate the cash position and illustrate the situation clearly with a set of easy-to-use charts and reports. This single-minded focus was probably the defining characteristic that enabled it to set itself apart from other forecasting, planning and anlaysis (FP&A) applications to win the 2017 Software Excellence Award for this category.

While useful for advisers who support their clients on cash management, Float has a good level of direct engagement with smaller business users, who gave the application a resounding thumbs-up in our 2017 software survey.

User reviews (28)

About the reviews
Filter by
5
MD/CEO/General Manager/Director, Less than £250k
31 May, 2018

What do you like?

It’s like having an extra person in the office helping us plan for next month, next year, the next chapter

What would you change?

I don’t need the weekly email relating to my cash flow. This feature may be something I could disable but I haven’t looked
5
MD/CEO/General Manager/Director, £500k-£999k
1 June, 2018

What do you like?

Does one job really well

What would you change?

Alerts and notifications
5
MD/CEO/General Manager/Director, £250k-£499k
30 May, 2018

What do you like?

It's simplicity and clarity

What would you change?

More advanced pipeline feature
4
Principal/Senior Partner, Less than £250k
31 May, 2018

What do you like?

I like the integration with accounting packages.

What would you change?

Simplifying forecasting and improving the reporting function.
5
Partner, Less than £250k
30 May, 2018

What do you like?

Great snapshot of future cash flows

What would you change?

Functionality to track amounts within a cell

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