The integration with Xero was seamless, with lot's of helpful advice on how to get the best out of the cashflow projections.

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.

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

The ability to forecast easily for different scenarios is a very useful feature that allows a business to easily see the impact of making changes.

Float cash flow is easy to use and understand and has made planning for our cashflow easy so I can recommend it to everyone.

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.

Great support from the Float Team, and regular training is on hand, but I found it so easy to use just by watching the intro tutorials.

Overall I have found this software very helpful and also the customer service is really good. I always get a fast response and I love the fact that they are always looking to improve the software.

I have never used this type of tool and I am finding it very helpful, the link with Quick Book is very good and it can be updated whenever you need to.

Our accountant recommended Float and provided the setup and training. It took a few weeks to get comfortable enough to start adding groups ourselves for better analysis of costs and revenues.

Overall, I think Float is an excellent tool for cashflow forecasting and scenario planning. It is easy to use and understand and the support available from the team at Float is excellent.

No Excel-like bulk-edit for scenarios except base.

Float has really helped us to forecast the business health for the next few months (and even years), giving peace of mind and a plan of action to combat any revenue/cost scenarios on the horizon.

Speed and ease of the integration with Xero; intuitive interface and flexibility of the forecasting.

An excellent tool that gives me the ability to create realistic scenarios - especially the many required by the bank to back up a CBILS application.

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.

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.

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.

What I like most about Float Cash Flow Forecasting is that is can be integrated when using quickbooks online.

It is not time consuming to prepare multiple scenario's and I love the confidence I have in the accuracy of the projections due to it being integrated with Xero vs running off a spreadsheet.

So far my experience with this program have been great, no negative things have seen.

Its a bit expensive but cheaper than the time needed to calculate manually. Adding new budget items is a little confusing.

We attended a very good Webinar to help those new to Float and those still learning. Overall we are very happy with the product and service.

The customer service is shockingly amazing. I requested one payment refund after not using it in over a year and it was super quick and easy.

Great presentation aesthetics. Great tips on use and preparation.

I am very happy with this product and highly recommend to everyone to give it a try.

Live Plan was perfect for my needs - it helped me shape my strategic plan and think through my start-up capital requirements and revenue projections.

Customer service is excellent, I was able to reach someone immediately when calling.

The templates were also very helpful to show me what a plan should look like.

Integration with my online accounting software was pretty helpful too.

I recommended it it to several prospective bakery owners as a well-priced tool to start turning their dream into a viable business reality.

Easy to use online and has a very good technical support. It is great that they keep your files or give files to you if you decided to cancel the account, that made me trust LivePlan more.

I got stuck at the beginning a little bit with the various summaries.

I really like all the integrated charts and graphs to help me clearly envision the current status of my financial goals.

I really appreciated how easy it was to project the impact of the decisions we were considering. It made planning my business's growth intuitive.

I really like this software because of the features it has and it's price.

It was a great experience with LivePlan. They have a clean and attractive user interface with helpful guidance.

I loved that it gave me some industry benchmarks and suggested budget items (like employee payroll liabilities) I hadn't thought of.

It made using the review feature (to compare projections with performance) more difficult to use.

Warning, If you sign in you will not be able to cancel your service.

Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.

Live Plan gives you a good look, at the viability, of a business opportunity. I have used it several different time to help make sound business decisions.

This software was amazing for my initial business planning phase.

Business plan preparation can be overwhelming; however, LivePlan made it easy to build and update our vision and communicate with relative ease.

Overall, i was able to put my business idea on paper and see exactly what the budget and funding looks like. It really helped me decide whether or not the business idea was worth pursuing.

I like the ease of use, support and the step by step process.

The experience was productive and the software is great.

Very useful in planning, pitching and eventually starting my business. It supported every element from ideation through to detailed p&l & balance sheet for presentation to investors.

US Dollar

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. 



LongDescription

Forecasting

Financial Analysis

Scenario Planning

Financial Management

Strategic Planning

Cash Flow Management

Projections

Chart of Accounts

Data Import/Export

Planning Tools

Performance Metrics

Multi-Company

Budgeting/Forecasting

Data Visualization

Cash Management

Accounting Integration

"What If" Scenarios

Ad hoc Analysis

Essential: $59 per month
- 3 user accounts
- Base Forecast
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary


Premium: $99 per month
- 10 user accounts
- Base Forecast
- 10 additional scenarios
- 3 years future forecast 
- Weekly cash summary


Enterprise: $199 per month
- 100 user accounts
- Base Forecast
- 100 additional scenarios
- 3 years future forecast
- Weekly cash summary
- Priority support
- Dedicated account manager


Save 20% when paid annually.


Are you an accountant or bookkeeper? We have separate pricing available via our partner program, find out more by emailing partners@floatapp.com.

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

Float Cash Flow

Live Online

Webinars

Documentation

Videos

LivePlan supports entrepreneurs and small-to-medium sized business in planning, funding, and growing their business.

Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see.

Quickly create your pitch to lenders and investors in LivePlan in less than 30 minutes. 

Get feedback, allow others to view your pitch, plan or reports, and ensure everyone is one the same page by granting access to collaborators and guests.

No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter when starting and running a successful business. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. 

Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. 

With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. 

Confidently answer questions such as: 

- How will I use this funding to grow my business?
- When should I hire more employees?
- Should I open another location?
- How will investment in equipment affect my financials now and in the future?

Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. 

Commenting/Notes

Milestone Tracking

Financial Templates

Customizable Reports

Charting

Progress Tracking

Project Management

Business Plan Templates

Collaboration Tools

Template Management

Step-by-Step Wizard

Multi-Currency

Dashboard Creation

Real Time Data

Fundraising Management

Benchmarking

Investor Management

Visual Analytics

Activity Dashboard

Reporting & Statistics

Modeling & Simulation

Financial Modeling

Pitch Presentation

Customizable Templates

Dashboard

Income & Balance Sheet

Goal Setting/Tracking

Reporting/Analytics

Social Sharing

Drag & Drop

Third-Party Integrations

Task Management

Sales Forecasting

General Ledger

Transaction Management

Financial Reporting

Sales Trend Analysis

Real Time Updates

Expense Management

Real Time Reporting

Profit/Loss Statement

Customizable Branding

For Small Businesses

Predictive Analytics

Packages available in Monthly and Annual Subscriptions.


LivePlan Standard Includes:
- Step-By-Step Instructions 
- Automatic Financial Statements 
- Full Financial Forecast 
- One-Page Pitch Builder 
- 500+ Sample Plans 


LivePlan Premium Includes everything in Standard, plus:
- Industry Benchmark Data 
- Financial Forecast Scenarios 
- Performance Dashboards 
- Milestone Planner 
- LiveForecast 
- Syncs with Xero & QuickBooks 


All subscriptions come with a 35-day money-back guarantee.

Float Cash Flow vs LivePlan

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons