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Float Cash Flow

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

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Float Cash Flow Reviews

Reviews summary

Pros

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.

Jo P.

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I love using Float and everyone at Float is super helpful and friendly.

Emily D.

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On top of that, the Float team is very responsive, friendly, and helpful.

Brianna B.

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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.

Ivan W.

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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.

Anonymous Reviewer

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

Nick H.

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Overall rating

4.8

(64)

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64 reviews

recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Float

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Crucial cash flow forecasting

Reviewed a year ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Float is brilliant... but could be better

Reviewed 7 months ago

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

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great cash flow forecasting tool!

Reviewed 2 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Simple software with amazing features

Reviewed 3 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great tool

Reviewed 2 years ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Analyzing my business via Float kept us alive

Reviewed 2 years ago

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.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 3 years ago

able to see cashflow, which helps with investments and dividends

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Cash flow analysis and Xero Integration

Reviewed 10 months ago

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. 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. Well worth it.

Pros

Float seamlessly integrated into Xero so we could classify our chart of account codes into Groups and sub-groups for better analysis of cash in and out. Focused our attention on realistic cash receipt dates. Allow us to analyse past expenditures and set future dates for large annual outgoing expenses (no forgetting or surprises!!)

Cons

Its a small gripe but the sync scheduler could be more flexible (hourly v daily) for companies with a lot of transactions.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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First time using Cash Flow Forecasting

Reviewed a year ago

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...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Big time and money saver - Daily cashflow particularly useful

Reviewed 2 years ago

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.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Why wouldn't you?

Reviewed 2 years ago

I've loved it since I first got involved, over 3 years ago. I can't imagine life without it!

Pros

The ability to be Agile with my financial modelling, to allow me to make tactical decisions, without violating strategic objectives.

Cons

If I had to say, it would be price. The tool is probably of most use to SME's and the entry price point should be more like £20 / month

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed a year ago
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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A really effective solution to assist businesses manage cashflow

Reviewed a year ago

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.

Pros

Float is easy to use and not overly complex making it easy for clients to understand. The integrations with accounting software such as Xero ensures it is kept up to date and makes cashflow planning a relatively quick and a regular task - which is key to managing finances. 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.

Cons

It would be useful to have a multi currency feature

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy way to track workload

Reviewed 2 years ago

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.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Excellent Software

Reviewed a year ago

As an SME it has allowed us to get on top of our cashflow and is an invaluable tool.

Pros

It is very easy to use and integrates very well with Xero.

Cons

It would be good to allow: - Scenario layers to be used as a base layer for a second scenario that is a variation of the first scenario. - PDF exports from the cash flow and daily breakdown pages that retain the page format.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Float Cash Flow Software

Reviewed 2 years ago

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. The new function of multiple budgets in one cell was a bonus for our company.

Pros

What I like most about this software is how easy it is to use, even if you are not a professional accountant or bookkeeper. I also find the Scenario layers very helpful.

Cons

The one function I would love to have in Float is to be able to change the date of budget project to the next month without having to delete the budget in one month and enter to the next when our projects are prolonged to another month.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Does what it says on the tin....

Reviewed a year ago
Pros

I came across Float at Xerocon 2019. I was actively seeking a cashflow App that was easy to set up, use and maintain. I had tried Apps that were more feature-rich but for my clients simplicity and easy of use was their priority. Float fits the bill. I have now been using it on a daily basis with clients for over 2 months and find it does a great job. The clients love it. I will be implementing Float as part of my essential App Stack - Hubdoc-Xero-Float.

Cons

So far I have had a positive experience with Float. If there was one area that I think further work can be done it would be the ability to mix scenarios to evaluate how they would affect future cashflows.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Float is incredibly helpful at a time in need

Reviewed a year ago
Pros

Float was really easy to set up and it took less than a day to get it all up and running. It integrated with Xero seamlessly and from the moment I signed up on the free trial I received access to a heap of helpful set up videos and access to useful webinars. 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.

Cons

Yet to find a function I don't like. As a small not for profit organisation the price point is at the upper end for us but do appreciate the value of the product.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great direct forecasting tool

Reviewed 2 years ago

- Keeps me sane, and saves me quite literally hours every week.

Pros

- Easy to set up and use - Xero integration - basic scenario planning - Complex, but not complicated - Uses direct method

Cons

- Could do with a good mobile view - the current one is very frustrating (I don't need an app, but a great mobile view would be high on my list)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent tools for forecasting

Reviewed 3 years ago

We have for sure a forecast accurate

Pros

Easy to use, also gives you the chance to create scenarios and most important can predict the cash movement. You can even add companies

Cons

Its not multilanguage and multicurrency, you can add companies but cant be useful if having companies in different countries

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Game Changing Cash Flow Forecasting Software

Reviewed a year ago

This has been a game changer in our practice, we can give daily, cash flow reporting updates to our clients during this Covid 19 Crisis.

Pros

I like how Float integrates seamlessly with Xero Accounting Software. It was relatively easy to set up for each client compared to other cash flow software apps on the market.

Cons

I dont have any dislikes at the moment with the software

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Review of Float cashflow forecasting

Reviewed a year ago

Cash flow reporting is more timely and accurate as is cashflow forecasting

Pros

Good layout, good features, simple to understand layout, flexible

Cons

Not able to enter formulas or percentage calculations when entering budget figures

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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indispensable

Reviewed 3 years ago
Pros

We can overlay cash flows for ease of viewing upcoming months and forecasts of scenarios. with ability to edit

Cons

cannot really think of anything. As I cannot think of anything it is impracticable for me to put much else

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