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Float

Rating: 4.5/5
User Satisfaction: 92%
Float is a tool that forecasts cash flow from accounting data for business owners and finance teams so they can plan ahead, manage risk, and make better decisions.

Alternative To

Overview

Float is a cash flow forecasting and scenario-planning platform. It connects directly to accounting software and turns raw financial data into forward-looking cash insights.

It’s not an accounting system. It sits on top of tools like Xero or QuickBooks and focuses purely on future cash.

Most businesses fail because they run out of cash, not because they’re unprofitable. Float helps you see cash gaps before they happen.

It’s especially valuable for small businesses, agencies, and finance advisors who need a clear view of upcoming inflows and outflows without building spreadsheets every week.

Float syncs with your accounting platform to pull invoices, bills, and bank balances. You then layer in assumptions like payment timing, recurring expenses, and “what if” scenarios.

Forecasts update automatically as your books change. You can adjust timelines, model best- and worst-case outcomes, and share views with advisors or stakeholders.

Details

Tool Launch / Founded Date

2013-01-01

Best for

Small business owners, agencies, CFOs, accounting and advisory firms

Access Type

Paid subscription (company-based pricing)

Licensing Model

Proprietary software; users retain ownership of their financial data

Feature

Pricing Tables

Starter
$59/month
  • Single company forecast
  • Short-term cash flow view
  • Accounting integration
  • Basic scenario planning
Pro
$99/month
  • Multiple scenarios
  • Longer forecast horizons
  • Advanced assumptions
  • Priority support
Advisor
Contact sales
  • Multiple client companies
  • Client sharing and collaboration
  • Advisor-focused workflows

Analytics

Traffic Analysis

Domain Rating
60
Organic Traffic
3309
Majority Users
United Kingdom

Visits Over Time

No visit data found.

Traffic Sources

No traffic data found.

Last Update Date: 2025-12-23

FAQ

Can I use Float without accounting software?
No. Float requires an integration with tools like Xero or QuickBooks to generate forecasts.
Does Float handle multiple businesses?
Yes, but only on advisor or higher-tier plans designed for firms managing multiple clients.
How accurate are the forecasts?
Accuracy depends on the quality of your accounting data and payment assumptions. Float updates forecasts automatically as data changes.
Can I share forecasts with my accountant or investors?
Yes. You can give read-only or collaborative access depending on your plan.
Does Float replace spreadsheets?
For most cash forecasting use cases, yes. Advanced users may still export data for custom analysis.
Is there a free trial?
Yes, Float typically offers a free trial (duration may vary).

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