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The Cash Flow Intelligence platform behind modern finance professionals

Explore how our customers are creating short-term cash flow forecasts, visualising scenarios, and identifying new opportunities. We call it Cash Flow Intelligence.
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Float makes Xero budgeting and forecasting easy.

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How will Float help you?

Understand your future cash position
Stop spending hours in complicated spreadsheets
Model different potential scenarios to plan for the future
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Get clear visibility of the future

Float’s visual interface makes your data easier to understand, whether you have a financial background or not. Easily see what your future cash position looks like, and whether you need to make changes to avoid a dip in cash.
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Understand your budget vs. actuals

Track your incoming and outgoing transactions, bills and invoices and see how they compare to your predictions, either overall or by accounting category. This means you can make informed decisions about spending and income real-time, rather than after month-end.
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Connect your Xero data to Float

If you’re forecasting in spreadsheets right now, you’ll free up hours or even days every week thanks to the daily import of data from Xero. Float’s connection to Xero is one-way and read-only, so Float cannot and will not ever change anything in your Xero account.
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Scenario plan to understand your future cash

Easily create scenarios to model different hypothetical cash outcomes to see how they compare to your base forecast. Thinking of making a hire, or want to see if you can afford to lose that client? Find out if your plans are feasible with a few simple clicks.
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Connect your Xero data to Import invoices and bills

Float automatically imports all bills and invoices from Xero to ‘fill up’ and compare to your predictions. Easily see all unpaid invoices and bills, and update when you think they’ll realistically get paid, keeping your forecast as accurate as possible.

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Join Thousands of Others

Financial Leaders love Float

See what our customers are saying about us.
"Float provides a clear cash flow forecast linked to Xero. Now deliver cash flow overviews that owners understand."
Mark Mountford
CFO, The CFO Centre
“Float allows us to view our cash flow in real-time. It is probably the most valuable tool we have for running our business.”
Ryan Plester
Owner & Principal Consultant, White Room Automation
Float’s a crucial gate for any major decision. Without Float we’d just be stabbing in the dark.”
Matt Scaysbrook
Founder, WeTeachCRO
“Float frees us to focus on sales and growing our business – it eliminates a lot of manual work, spreadsheets and number-crunching.”
David Taplin
Director, Boostberry
“Float’s ease of integration is excellent – we never found it hard to integrate.”
Gordon McLachlan
Managing Partner, Primate

Business owners love Float

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FAQs

Can’t find the answer you’re looking for? Please chat to our team.
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How long does it take to get set up with Float?
Most users can connect their accounting software and start forecasting in under 5 minutes. Float connects seamlessly with Xero, QuickBooks Online, and FreeAgent, automatically importing the last 3 to 4 months of transactions to help get your forecast up and running right away.
Can I build a 13-week cash flow forecast?
Yes. Float uses the direct method of forecasting and offers both monthly and 13-week forecasting options.
Can I consolidate cash flow across multiple entities or clients?
Absolutely. Float allows for cash flow consolidation, which is ideal for CFOs managing multiple entities or clients, giving you a single view across business entities.
Can I run different scenarios for planning?
Yes. Float’s scenario planning feature lets you model different outcomes, like; revenue drops, cost increases, or even growth in new hires.
Run Your First Visual Forecast in Minutes

Ready for answers to your crucial cash flow questions?

Connect to Float
It takes just three minutes to connect your accounting platform to Float and see your first visual forecast.
Run a visual forecast
It’s easy to create scenarios and answer questions about your business and its financial future.
Reach out for support
Float’s easy to use but our friendly support team’s only a click away if you need personalised support.
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