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

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

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

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

Xero

FreeAgent

Float Cash Flow User Reviews

Overall Rating

4.8

Ratings Breakdown

76%

24%

Secondary Ratings

Ease of Use

4.7

Value for money

4.6

Customer support

4.8

Functionality

4.5

Sandeep K.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Emily D.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 12 months

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 K.

Verified reviewer

Airlines/ Aviation

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2020

Float is brilliant... but could be better

Float has made the management of cashflow significantly easier and smoother than a spreadsheet!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 M.

Verified reviewer

Accounting

Self-Employed

Used weekly for less than 6 months

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Float Cash Flow

Limited functionality in Fluidly. Fluidly makes changes to forecasts which weren't asked for.

Ivan W.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 12 months

Review source

Reviewed May 2020

Great software, very easy to set up & use, excellent support - could add a couple of features

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Super-easy to set up and sync to Xero, and to import or directly input budgets. Easy & really helpful basis to review and amend bill/invoice dates for cashflows. Scenario planning and comparisons very helpful, and the output from those in charts etc great for presentation. Also allows you move & group cash in/out categories

Cons:

Other than charts, outputs are limited to CSV files so not that easy/quick to manipulate offline, and have to do all your own formulas & formatting, etc. I understand they’re working on Excel downloads - soon I hope!

Reasons for choosing Float Cash Flow

Ease of use; features; price; support

Nadia B.

Verified reviewer

Consumer Services

2-10 employees

Used daily for less than 12 months

Review source

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Vendor Response

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

Christine H.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for free trial

Review source

Reviewed December 2018

Easy way to track workload

Used a trial version for a month to see which task management software would work best for our small marketing team. While Float was easy (and even kinda fun) to implement, its functionality was too limited to continue use. I think it would be most useful in a situation where you have to focus on managing others and gauging the workload and hours spent on each client or project.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Super easy to use and figure out. Took almost no time at all to start implementing it in the workplace. It also makes it really easy to manage others - you can pass tasks from one person to the other, postpone them easily, and see at a glance whether someone is overbooked.

Cons:

The capabilities are a little limited. While it can help you track workflow and task progression, it doesn't grant you a lot of flexibility in storing info about clients, setting due dates, etc.

Glen C.

Verified reviewer

Architecture & Planning

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2018

Float

Float provides crystal clear visibility on our cashflow. Something we had always struggled with in the past.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, clarity of information. Focus.

Cons:

Nothing in particular.

Dylan K.

Verified reviewer

Computer Software

2-10 employees

Used monthly for more than 2 years

Review source

Reviewed November 2018

Analyzing my business via Float kept us alive

I run a small business that does large projects. Cash flow and budgeting is paramount to success. Before I found float I was running my business like most folks. Looking backwards to go forward. I was paying myself and employees unsustainable money, not timing expenditures correctly that were needed to grow but could wait. I am still in business and making healthier decisions based on the future numbers because of the insights Float gives me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of integration with Xero is simple and over the past couple years the software has become easier to configure and setup. Jump in and go!

Cons:

There is always room for improvement, and the support staff listen. Currently there is nothing that "must" be done besides never stopping the innovation.

Migdelia Meriyela M.

Verified reviewer

11-50 employees

Used daily for less than 6 months

Reviewed May 2018

my experience with float has been little but quite pleasant, since it allows to take control of the

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

what I like the most is its integration with quickbooks and how easy it is to see the arrears with payments to suppliers as well as customer charges, it makes us see that attack immediately and also allows us to see the details of the transactions when we click on a transaction in the cash flow

Cons:

what I like the least is what it takes updating by giving it the refresh button, I think it's a slow nose if it is for the data handled but I would like it to be faster

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