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.

They charged [SENSITIVE CONTENT HIDDEN] for a budgeting tool that I couldn't use even after 6 months. If you have Sage Intacct:  OnPlan is not a partner.

It was difficult to get set up and integrate with QB Enterprise.

The platform allowed us to quickly provide our investors with accurate monthly reporting and beautiful dashboards that helped us build a solid financial infrastructure in one place.

The built in reporting functionality is great, but they have also made it easy to export to Excel where further manipulation and reporting can be completed.

There are a number of key features for me. Ability to quickly run as many scenarios as I want, and to compare these to each other.

OnPlan's ability to rapidly generate budget versus actuals is the best of any CPM software that I have used. The user interface is clean and modern and feels like a big upgrade over Adaptive Planning.

The model is robust, yet flexible and allows us to make changes ourselves, if we deem it necessary. Using OnPlan to generate management reports and KPI's could not be easier.

While the cost savings are great, I simply enjoy managing my own finances as much as possible. Added bonus that the OnPlan team is super responsive and happy to help if and when I have questions.

The sales person did a good job selling a product that did not work.

Ease of creating reports to provide to the financial team.

As a result, we are able to help our clients much more easily integrate finance into their decision making.

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

OnPlan is a sales forecasting and budgeting solution that helps businesses create financial models using what-if scenarios and SaaS benchmarks. Features include rolling financial forecasts, template management, scenario planning, performance tracking, budgeting and more.


Using various pre-defined dashboards and templates, administrators can create specific models for sales, marketing and staffing processes. The application facilitates integration with Microsoft Excel, which enables businesses to synchronize data, implement Excel formulas and download forecasting reports to share with stakeholders. Additionally, it includes roles and permissions management module to allocate data read or write access among employees for collaboration purposes.


OnPlan allows integration with Xero, Zapier, Pipedrive, Google Analytics, Salesforce, Google Sheets, and QuickBooks. The application's BVA tool allows users to compare budgets with actual results and track business performance through variance analysis.



Milestone Tracking

Access Controls/Permissions

Data Synchronization

General Ledger

Publishing/Sharing

Ad hoc Reporting

For Nonprofits

Collaboration Tools

Sales Trend Analysis

Graphical Data Presentation

Consolidation/Roll-Up

Audit Trail

Version Control

Multi-Currency

Statistical Analysis

Profitability Analysis

Sales Reports

Dashboard Creation

Scorecards

Dynamic Modeling

Multi-Department/Project

Self-Service Reporting

Data Connectors

Trend/Problem Indicators

Benchmarking

Roadmapping

KPI Monitoring

Project Accounting

Key Performance Indicators

Expense Management

Visual Analytics

Activity Dashboard

Reporting & Statistics

Predictive Analytics

Modeling & Simulation

Correlation Analysis

Dashboard

Metadata Management

Income & Balance Sheet

Asset Lifecycle Management

Goal Setting/Tracking

Customizable Dashboard

Business Process Control

Drag & Drop

Exception Reporting

Sales Forecasting

Financial Reporting

Profit/Loss Statement

OnPlan pricing starts at $12,500 per year. They do not have a free version. OnPlan offers a free trial and customized demonstrations.
The software is available across 3 pricing tiers (Essentials, Growth, and Growth+).  Details seen here: https://onplan.co/pricing/ 



Float Cash Flow vs OnPlan

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons