PlanGuru vs Float Cash Flow

Emburse Expense Professional

Spreadsheet Server

Futrli

Longview Tax

Fluidly

IDL Konsis

Compare PlanGuru and Float Cash Flow based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

QuickBooks Online

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Xero

Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

Vena

Vena is the FP&A platform built for Excel that uses cloud technology and AI. It enables modeling, analysis, centralized collaboration, and streamlined processes to help organizations plan. Users can model what-if scenarios and make bottom-up or top-down adjustments.

Designed for SMB's, PlanGuru's projection methods allow you to budget and forecast for up to 10 years. Get cash flow analysis, financial ratios and other KPI's to help you evaluate and improve your business performance. QuickBooks, Xero and Excel compatible. Free 30 Day Trial, starts @ $99/mo.

Budgeting/Forecasting

Cash Flow Analysis

Cash Management

Consolidation/Roll-Up

Forecasting

Income & Balance Sheet

Multi-Company

Multi-Department/Project

Profit/Loss Statement

Strategic Planning

"What If" Scenarios

PlanGuru

Web-based

Linux

Windows

PlanGuru App

PlanGuru Desktop

Financial Operations Manager

The interface looks a little dated, and there’s some onboarding required if you’re familiar with Excel.

I needed to put some effort into our manufacturing projections up front.

User Interface

Projection

Freelancers

Large Enterprises

Small Business

Mid-size Business

NetSuite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Sage Intacct

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Prophix One

Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, & reporting activities on one platform

Use Float to set budgets for expected cash in and out, and track your performance as your forecasts fill up automatically with invoices and bills.

Accounting

Activity Dashboard

Cash Flow Management

Chart of Accounts

Dashboard

Data Import/Export

Data Visualization

Financial Analysis

Financial Management

Performance Metrics

Scenario Planning

Float Cash Flow

Essential - For Businesses

Premium - For Businesses

Enterprise - For Businesses

Starter - For Accountants and Bookkeepers

Growth - For Accountants and Bookkeepers

Bookkeeper/Finance Team Member

Not for a more advanced complex company planning but for smaller businesses this can be a valuable tool to understand current and future cash flow.

Accountant

I really like integration between Float and Xero accounting tool, updates are reflected immediately.

Department Leader, Accounts & Administration

Real time integration with Xero, allowing for super fast income forecasting, and multiple scenarios that can be modelled quickly & easily.

Float cash flow is easy to use and understand as it isn't complex hence making planning for cashflow easier and the customer service is highly responsive

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!

Financial Director

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.

Financial Services Officer

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.

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.

Managing Director

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

Cloud Accounts Specialist

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.

I love how easily Float links in with the other software I use, it also makes looking at different scenarios with comparisons easy.

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.

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.

Director

The timeline feature is all we need with forecasting.

Being able to sort the 'Daily Breakdown' into categories.

Focused our attention on realistic cash receipt dates.

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.

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

Float was really easy to set up and it took less than a day to get it all up and running.

PlanGuru vs Float Cash Flow Comparison (2026)

PlanGuru

Float Cash Flow

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives