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Float Cash Flow

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Float Cash Flow 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Float Cash Flow
Float Cash Flow
4.8
(67)

Pricing

Starting at $39.00 per month

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 integration with various third-party accounting applications including Xero, QuickBooks Online and FreeAgent, helping users import accounts, invoices, transactions and more. The system is offered on monthly or annual subscriptions and support is provided via email, live chat and online help desk.

Float Cash Flow Screenshots

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Float Cash Flow Pricing and Plans

Starting price: $39.00 per month
Free Trial
Free Version

Essential - For Businesses

$59.00

flat rate, per month

Plan includes:

  • 3 Users
  • 3 Years Future Forecast
  • 5 Additional Scenarios
  • Budget Vs Actual Reporting
  • Email Support
  • Export Your Forecast to CSV & PDF
  • Manage Invoice & Bills
  • Set up Call With an Float Expert
  • Weekly Cash Summary

Premium - For Businesses

$99.00

flat rate, per month

Plan includes:

  • 10 Additional Scenarios
  • 10 Users
  • 3 Years Future Forecast
  • Budget Vs Actual Reporting
  • Email Support
  • Export Your Forecast to CSV & PDF
  • Manage Invoice & Bills
  • Quarterly Review of Your Forecast With an Float Expert
  • Set up Call With an Float Expert
  • Weekly Cash Summary

Enterprise - For Businesses

$199.00

flat rate, per month

Plan includes:

  • 100 Additional Scenarios
  • 100 Users
  • 3 Years Future Forecast
  • Budget Vs Actual Reporting
  • Dedicated Account Manager
  • Email Support
  • Export Your Forecast to CSV & PDF
  • Manage Invoice & Bills
  • Monthly Review of Your Forecast With an Float Expert
  • Set up Call With an Float Expert
Read More

Starter - For Accountants and Bookkeepers

Pricing available upon request

Plan includes:

  • 10 Scenarios Per Client
  • 10 Users Per Client
  • 3 Years Future Forecast
  • Budget Vs. Actual Reporting
  • Email and in-App Support
  • Export Your Forecast
  • Free Licence for Your Firm
  • Manage Invoices & Bills

Growth - For Accountants and Bookkeepers

Pricing available upon request

Plan includes:

  • 10 Scenarios Per Client
  • 10 Users Per Client
  • 3 Years Future Forecast
  • Budget Vs. Actual Reporting
  • Email and in-App Support
  • Export Your Forecast
  • Free Licence for Your Firm
  • Manage Invoices & Bills
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Float Cash Flow Features

  • Popular features found in Sales Forecasting
    Customizable Reports
    Data Import/Export
    Data Visualization
    Forecasting
    Lead Management
    Modeling & Simulation
    Opportunity Management
    Pipeline Management
    Sales Reports
    Statistical Analysis
  • More features of Float Cash Flow
    Accounting
    Activity Dashboard
    Budgeting/Forecasting
    Cash Flow Analysis
    Cash Flow Management
    Cash Management
    Chart of Accounts
    Dashboard
    Financial Analysis
    Financial Management
    Multi-Company
    Performance Metrics
    Scenario Planning
    Strategic Planning
    "What If" Scenarios

Float Cash Flow Integrations

QuickBooks Online
QuickBooks Online
Xero
Xero
FreeAgent
FreeAgent

Float Cash Flow User Reviews

Overall Rating

4.8

Ratings Breakdown

5

76%

4

24%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.7

Value for money

4.6

Customer support

4.8

Functionality

4.5

Ryan's profile

Ryan P.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2019

Excellent Cash Forecasting Tool

5

Very good. The interface is generally easy to understand. The cash flow reports display is awesome

Ratings Breakdown

5
Ease of use
3
Value for money
5
Customer support
5
Functionality
icon
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

Read More

Adam's profile

Adam H.

Verified reviewer

Internet

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Big time and money saver - Daily cashflow particularly useful

5

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.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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.

Read More

AK

Alexandra K.

Verified reviewer

Accounting

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed October 2022

Cheaper less powerful tool but gets the job done

4

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.

Ratings Breakdown

4
Ease of use
3
Functionality
icon
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.

Read More

VR

Verified
Reviewer

Financial Services

10000+ employees

Used weekly for less than 2 years

Review source

Reviewed August 2018

Simple software with amazing features

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
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.

Read More

VR

Verified
Reviewer

501-1000 employees

Used weekly for less than 2 years

Reviewed May 2018

easy to forecast based on your real data in Xero, scenarios allow testing of different events

5

able to see cashflow, which helps with investments and dividends

Ratings Breakdown

5
Ease of use
5
Value for money
4
Customer support
4
Functionality
icon
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.

Read More

VR

Verified
Reviewer

Writing and Editing

Self-Employed

Used daily for less than 6 months

Review source

Reviewed October 2019

'Super Easy'

5

Overall, it great, would recommend widely to use this program.

Ratings Breakdown

4
Ease of use
5
Value for money
4
Customer support
5
Functionality
icon
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.

Read More

Marisa's profile

Marisa Z.

Verified reviewer

Retail

10000+ employees

Used monthly for less than 2 years

Review source

Reviewed August 2018

Simple and Task-Specific

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
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.

Read More

VR

Verified
Reviewer

Marketing and Advertising

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed June 2020

This is one of the most useful tools we have

4

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.

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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

Read More

Beryl's profile

Beryl P.

Verified reviewer

Hospitality

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2018

Super Software

5

I love the customer service that made sure I understood what I was doing...

Ratings Breakdown

4
Ease of use
4
Value for money
5
Customer support
5
Functionality
icon
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.

Read More

VR

Verified
Reviewer

Computer Software

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2018

Great tool

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
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.

Read More

Showing 1 - 10 of 67 Reviews

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