Float Cash Flow Pricing, Features, Reviews & Comparison of Alternatives

Float Cash Flow

Real-time cash flow forecasting for Xero, FreeAgent and QBO

4.78/5 (55 reviews)

Float Cash Flow overview

What is Float Cash Flow?

Float integrates with Xero, QuickBooks Online and FreeAgent to help businesses to predict their future bank balance and manage their cash day-to-day.

Float is designed to save businesses, and accounting and bookkeeping firms, the hassle and headaches that come with using spreadsheets to manage cash. The intuitive interface gives you the power to plan for up to 3 years into the future, as well as visualise cash flow on a daily, weekly and monthly basis.

Set budgets for future cash in and out, and watch as they automatically fill up with invoices, bills and payments. Want to see how accurate your budgets are? Use Float's budget vs actuals report to see how realistic your projections are.

With Float you can update expected payment dates on bills and invoices to when you think they will actually get paid, without worrying about messing up the data in your accounting software.

Use the scenarios tool model the effects of different decisions on cash flow. Can you afford to hire a new employee, move to a new office or lose a client? Find out in minutes!

Cash flow has never been so easy!

Pricing

Starting from
$69/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Float Cash Flow screenshot: Float's cash flow graphFloat Cashflow ForecastingFloat Cash Flow screenshot: Budgets within Float
Float Cash Flow screenshot: Manage Bills To PayFloat Cash Flow screenshot: New Hire Scenario
Float Cash Flow screenshot: Update Invoice Payment Date
Float Cash Flow screenshot: Weekly View in Daily Breakdown Tab

Float Cash Flow reviews

Excellent
43

Very good
12

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.6
  4.6
  4.8
  4.8
Glen Chamberlain

Float

Used daily for 1-2 years
Reviewed 2018-12-05
Review Source: Capterra

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

Pros
Ease of use, clarity of information. Focus.

Cons
Nothing in particular.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Emily Deakin

Crucial cash flow forecasting

Used daily for 6-12 months
Reviewed 2020-04-23
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Geoff Packer

First time using Cash Flow Forecasting

Used daily for free trial
Reviewed 2020-05-08
Review Source: Capterra

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. With float downloading data directly from Quick Book that as also helped me to find mistakes which have been made in my accounts We have now spent a number of hours just updating our records in Quick Book which makes that set of records even better. This updated information is then uploaded back into float. I did have a demo version of two weeks but due to the virus this as been extended. I really feel that two weeks to have demo for this system is two short it needs to be at least 4 weeks, then you will start to see the benefits of using the system. I will not be going back to the old ways

Pros
The integration with Quick Books on line is very useful

Cons
I find the system to be very helpful in presenting the information you need but as yet I have not been able to understand the reports which it is generating. If you wish to print and send cash flow information to someone else you can but you can not have your company logo shown on the report but by default you can have the Float logo shown! The promo information says you can have this up and running within the day, which maybe you can but I don't think that I would want to reply on its data. It takes time to check the data is correct and even the if the correct information is recorded within Quick Books in the correct place. I have never used anything like this before and I found it hard work, the videos they have do show you how to do things but when you don't know what you need to do or what you need to know it take a little time to fully understand what and how to do it. The videos on you tube are helpful but when you are trying to understand what and how to do something I found the speed and the single tone of the lady talking was just way to fast and boring for a new starter to understand. When you understand a little more its still boring but you can understand better what she is now saying. In this time of covid 19 I feel the cash flow display is way to long its showing 20 months and I only want it to show 6, maybe it does it but I can find how to shorten it. At this time I have given up on the reporting section maybe I will come back to it later.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Emma Masson

Great cash flow forecasting tool!

Used weekly for less than 6 months
Reviewed 2019-11-04
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Sandeep Kumar, CPA, CGA

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

Used weekly for 6-12 months
Reviewed 2018-05-02
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Float Cash Flow pricing

Starting from
$69/month
Pricing options
Free trial
Subscription
View Pricing Plans

Essential: $69 per month
- 3 user accounts
- Base Forecast
- 5 additional scenarios
- 3 years future forecast
- Weekly cash summary


Premium: $119 per month
- 10 user accounts
- Base Forecast
- 10 additional scenarios
- 3 years future forecast
- Weekly cash summary


Enterprise: $249 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.

Float Cash Flow features

Accounting Integration
Data Import/Export

API (252 other apps)
Accounting Management (168 other apps)
Activity Dashboard (204 other apps)
Audit Trail (125 other apps)
Automatic Notifications (159 other apps)
Billing & Invoicing (173 other apps)
Compliance Management (172 other apps)
Customizable Reporting (157 other apps)
Electronic Payments (154 other apps)
Expense Tracking (156 other apps)
Invoice Management (220 other apps)
Invoice Processing (142 other apps)
Multi-Currency (152 other apps)
Real Time Data (141 other apps)
Real Time Reporting (123 other apps)
Reporting & Statistics (236 other apps)
Third Party Integration (183 other apps)
Workflow Management (139 other apps)

Videos and tutorials

Additional information for Float Cash Flow

Key features of Float Cash Flow

  • Budgets vs actuals
  • PDF export
  • Update expected payment dates on bills and invoices
  • Xero, QuickBooks Online, FreeAgent
View All Features

Benefits

- Always up-to-date, visual cash flow forecasts
- Spot cash gaps and surpluses well in advance
- Scenario plan in minutes
- Plan for cash that's not yet in Xero, QBO or FreeAgent
- Export to CSV or PDF
- Plan for up to 3 years into the future
- Automatically syncs with accounting software, saving you time