Float Cash Flow

4.8
Overall rating
Reviews

4.8
Overall rating
Reviews

About Float Cash Flow

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.
Float Cash Flow Software - Float activity dashboard
Float Cash Flow Software - Float scenario forecast
Float Cash Flow Software - Float sales forecast
Float Cash Flow Software - Float cash flow reporting
Float Cash Flow video
Float Cash Flow Software - Float activity dashboard - thumbnail
Float Cash Flow Software - Float scenario forecast - thumbnail
Float Cash Flow Software - Float sales forecast - thumbnail
Float Cash Flow Software - Float cash flow reporting - thumbnail

Float Cash Flow pricing

Float Cash Flow does not have a free version but does offer a free trial. Float Cash Flow paid version starts at £39.00/month.

Starting Price:
£39.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Float Cash Flow

Float Cash Flow Reviews for UK Users

Feature rating

Value for Money
4.6
Functionality
4.5
Ease of Use
4.7
Customer Support
4.8
5 reviews of 67 View all reviews
Nadia
Nadia
  • Industry: Consumer Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 04/06/2021

Great and easy cash flow tool

This tool has helped us to keep on track of our cash flow and took good decisions for the coming months.

Pros

I really like integration between Float and Xero accounting tool, updates are reflected immediately. It is easy to use and understand.

Cons

Even when you can have different scenarios you just are able to compare against the last month, last 3 months and last 6 months, it would be better if you can select a custom view.

Response from Float

HI Benites, thank you for taking the time to leave a review of Float. We're delighted to hear Float is helping you keep track of your cash flow and make decisions for your business.

Replied 14/06/2021
Emily
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 23/04/2020

Crucial cash flow forecasting

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.

Katia
  • Industry: Airlines/Aviation
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 07/10/2020

Float is brilliant... but could be better

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.

Emma
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 04/11/2019

Great cash flow forecasting tool!

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.

Sandeep
Sandeep
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
5

4
Reviewed on 02/05/2018

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

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.

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