Float

Accounting & Finance

4.2(11 ratings)

84% recommend

Float is a financial forecasting tool that helps businesses manage cash flow effectively.

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About Float

Best for SMBs needing visual, real-time cash flow forecasting.

Float is a cash flow forecasting tool that connects directly to popular accounting software to provide real-time visibility into a business's financial future. It helps small to medium-sized businesses predict cash shortfalls, plan for growth, and manage budgets by pulling in live data from accounting platforms rather than relying on static spreadsheets. The visual, scenario-based approach makes it easy for business owners and finance teams to model different outcomes and make confident decisions. It's particularly well-suited for companies that need forward-looking financial insight without the complexity of enterprise-grade planning tools.

Pros

Real-time sync with accounting software for accuracy
Visual cash flow forecasting is intuitive and clear
Scenario planning helps model multiple financial outcomes
Easy setup with minimal learning curve
Budget tracking alongside cash flow in one place

Cons

Limited to a few accounting platform integrations
Pricing can be steep for very small businesses
Lacks advanced reporting found in enterprise tools
Not designed for invoicing or full accounting workflows

Use Cases

Best for small businesses forecasting cash flow weeks or months ahead

Best for finance teams tracking budgets against actual spending in real time

Best for founders planning runway and modeling growth scenarios

Best for agencies managing cash flow across multiple projects or clients

Key Features

6 features

Real-time cash flow forecasting

Scenario planning and analysis

Automated financial reporting

Integration with accounting software

Customizable financial dashboards

Collaboration tools for team input

SaasHunter Score

7.6/10

“Your team requires effective cash flow management and financial forecasting, especially for startups.”

Ease of Use

8.0

Features

8.0

Pricing

7.0

Support

7.0

Integrations

8.0

Best For

Small Business 9Startups 8Agencies 7Freelancers 7Enterprise 6

Integrations

XeroQuickBooks OnlineFreeAgentZapierGoogle Sheets

Cash Flow Forecasting Budgeting Tools Financial Services Accounting Software

Frequently Asked Questions

What is Float?

Float is a cash flow forecasting and budget management tool that integrates with accounting software to give businesses a real-time view of their financial future. It replaces spreadsheet-based forecasting with automated, visual dashboards.

How much does Float cost?

Float offers tiered pricing starting around $59 per month, with higher plans available for more advanced features and additional users. Pricing may vary based on the connected accounting platform and business needs.

What are the main features of Float?

Key features include real-time cash flow forecasting, budget tracking and variance analysis, scenario planning, and direct integration with accounting platforms like Xero and QuickBooks Online. It also offers visual dashboards for quick financial insights.

Who should use Float?

Float is designed for small to medium-sized business owners, CFOs, bookkeepers, and finance teams who need clear visibility into their cash position. It's especially useful for businesses that have outgrown spreadsheet-based cash management.

Is there a free plan for Float?

Float does not offer a permanent free plan, but it typically provides a free trial period so users can evaluate the tool before committing to a paid subscription.