Capterra 
G2 
67 reviews
4.8/5 average rating
Al A.
V. P Business Development , Unified Flex Packaging Technologies
Emma M.
Chartered accountant, Pebble CA
"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."
5 years ago
Alan M.
Managing Director, Marchmont Ventures
"Float provides better visibility of our cash flow, allowing us to take action sooner. Speed and ease of the integration with Xero; intuitive interface and flexibility of the forecasting."
5 years ago
Verified Reviewer
"Overall, it great, would recommend widely to use this program. It saves time. As compare to forcasting with spreadsheets like old methods, float cash flow is very easy and time saver. it is an easy way to track cash flow. that's the software what i was looking for."
5 years ago
NATALIE S.
accountant, lopez padial levi
"It has served its purpose for basic cash flow forecasting. What I like most about Float Cash Flow Forecasting is that is can be integrated when using quickbooks online."
5 years ago
Steven M.
Principal - Bookkeeping Business, Number Krunchers
"Just starting to use this product and I like the clean (non-cluttered) layout of the screens. Easy to use, easy to setup and like the fact that you can readily track where the figures come from in xero."
5 years ago
Ryan P.
Owner/Principal Consultant, White Room Automation
"Very good. The interface is generally easy to understand. The cash flow reports display is awesome. The integration directly with Xero. This allows us to see our cash flow forecasting move as soon as an invoice or bill is entered"
5 years ago
Lucien Paul S.
CEO, Claremont Project
"We have a renovation project going on at our charity's main building and managing cashflow is crucial. I looked at and tested a load of different providers and Float nailed it for our needs. I can see exactly how we're doing and where the crunch points will be without it being somewhat fictional (which is easy to accomplish in a spreadsheet, especially if it..." Read more
5 years ago
Andrew K.
CEO & FOunder, Daring Futures Ltd
"I've loved it since I first got involved, over 3 years ago. I can't imagine life without it!. The ability to be Agile with my financial modelling, to allow me to make tactical decisions, without violating strategic objectives."
5 years ago
Richard S.
MD, Principle Point
"- Keeps me sane, and saves me quite literally hours every week. - Easy to set up and use - Xero integration - basic scenario planning - Complex, but not complicated - Uses direct method"
5 years ago
Oliver M.
Co-Founder, HomeViews
"Ease of setting a forecast - makes it very easy to see in a format that is easy to read"
5 years ago
Adam H.
CEO, Consult and Design
"We use Float every day and is the best Cash Flow software we tried when evaluating - it gets slow but regular updates and the support team are relatively responsive. It's not cheap but we feel the ROI is completely worth it."
5 years ago
Jo P.
Bookkeeper, automobile
"Overall I have found this software very helpful and also the customer service is really good. I always get a fast response and I love the fact that they are always looking to improve the software. The new function of multiple budgets in one cell was a bonus for our company."
5 years ago
Chris M.
Managing Director, MBP Advisors + Accountants
"The sync with accounting software is effortless. Updating is a breeze."
5 years ago
Christine H.
Content Writer and Outreach Manager, Gravitate Online
"Used a trial version for a month to see which task management software would work best for our small marketing team. While Float was easy (and even kinda fun) to implement, its functionality was too limited to continue use. I think it would be most useful in a situation where you have to focus on managing others and gauging the workload and hours spent on ea..." Read more
5 years ago
Steven T.
Managing Director, ayup digital
"Cashflow piece of mind. - amazingly simple to use - instant accurate cashflow and runway - so much better that the spreadsheets we used to use - allows us to model different scenarios"
5 years ago
Glen C.
Director, Chamberlain Architects
"Float provides crystal clear visibility on our cashflow. Something we had always struggled with in the past. Ease of use, clarity of information. Focus."
5 years ago
Verified Reviewer
"This is a great tool to know my schedule, to know my co-workers schedule"
5 years ago
Chris J.
Company Director, Joblin Holdings Ltd
"Our relatively new business operation is experiencing exponential growth. Float gives us the ability to plan and tweak cashflow projections instantly and accurately with access to current and historical data seamlessly through the Xero integration."
5 years ago
Dylan K.
CEO + Geographer, Pixel Trail
"I run a small business that does large projects. Cash flow and budgeting is paramount to success. Before I found float I was running my business like most folks. Looking backwards to go forward. I was paying myself and employees unsustainable money, not timing expenditures correctly that were needed to grow but could wait. I am still in business and making h..." Read more
5 years ago
Nick H.
Founder, Glider Technology Limited
"We used Excel for predicting our forecast cashflow. It was very time consuming to maintain this system. Float integrated with our bookkeeping software, Xero, made cashflow forecasting very easy! Excel-like functionality in the browser makes editing easy. The single-page view for an overview is great."
6 years ago
Brianna B.
President, Ledger
"This is a game-changer for accountant-type roles who want to show budgets and projections to people who may need more visual interest than the usual budget spreadsheets that CFO's are working with. On top of that, the Float team is very responsive, friendly, and helpful!"
6 years ago
Robert S.
Director, Avonmead Ltd
"Ease of use Direct integration with accounting and bookkeeping software!"
6 years ago
Beryl P.
CEO & Founder, spintopMEDIA
"I love the customer service that made sure I understood what I was doing... You feel more in control of your cashflow and your business hence."
6 years ago
Marisa Z.
Supply Chain Specialist, Staples
"Float focuses more on budget management and financial reporting. Our team uses it specifically for that. Because it is non-complex, it does not experience much lag time. It works fast and efficiently. Saves our team a lot of time rather than manually calculating budgets for supplies or manually creating financial reports. It is simple and helpful."
6 years ago
"I don't use this tool personally but my colleague does. it helps us predict cash flow in real time as our business grows. It allows us to set budgets and eventually accountability for performance with various departments of the business"
4 years ago