Float Cash Flow

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FrontRunners 2021

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About Float Cash Flow

Float is a cloud-based solution, which assists accountants and bookkeepers with cash flow forecasting and finance management. The platform comes with an activity dashboard, which enables administrators to create multiple budgets in different categories and track actuals against cash budgets across channels. Key features include budget management, data import, invoicing, billing, scenario planning and reporting. It allows managers to import invoices and bills and view outstanding balances. The scenario modeling tool helps team members plan different cash situations, optimizing decision-making for businesses. Additionally, accountants can generate reports in PDF or CSV formats on spending, future cash flows, scenario comparison and more. Float offers integratio...

Float Cash Flow Pricing

Essential: $59 per month - 3 user accounts - Base Forecast - 5 additional scenarios - 3 years fu

Starting price: 

$59.00 per month

Free trial: 

Available

Free version: 

Not Available

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Float Cash Flow User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 65 reviews

User Profile Picture

Nadia

KudosCode

Verified reviewer

Company size: 2-10 employees

Industry: Consumer Services

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Customer support

5

Functionality

4

Reviewed June 2021

Great and easy cash flow tool

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.

Response from Float

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.

Replied June 2021

Emily

UHY Hacker Young

Verified reviewer

Company size: 51-200 employees

Industry: Accounting

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed April 2020

Crucial cash flow forecasting

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.

Reasons 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 :)

Katia

Black merlin Limited

Verified reviewer

Company size: 2-10 employees

Industry: Airlines/Aviation

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Reviewed October 2020

Float is brilliant... but could be better

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.

Reasons for choosing Float Cash Flow

Being able to change payment dates was a lot easier

Emma

Pebble CA

Verified reviewer

Company size: 1 employee

Industry: Accounting

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

4

Customer support

5

Functionality

5

Reviewed November 2019

Great cash flow forecasting tool!

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.

User Profile Picture

Sandeep

IT Glue

Verified reviewer

Company size: 51-200 employees

Industry: Computer Software

Time used: Less than 12 months

Review Source: Capterra

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

3

Reviewed May 2018

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

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.

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