Capterra 
G2 
67 reviews
4.8/5 average rating
Alexandra K.
Bookkeeper/Finance Team Member, Ashley Bookkeeping
Katia K.
Financial Director, Black merlin Limited
"Float has made the management of cashflow significantly easier and smoother than a spreadsheet!. I love how easily Float links in with the other software I use, it also makes looking at different scenarios with comparisons easy."
4 years ago
Verified Reviewer
"As the owner of a small business, having a 24/7 eye on our cash flow is THE most important aspect of running the business. It allows me to make decisions and also with the scenarios feature being able to model various scenarios and the impact on cash flow is incredibly powerful."
5 years ago
Ivan W.
Managing Director, Stepping Stone
"Super-easy to set up and sync to Xero, and to import or directly input budgets. Easy & really helpful basis to review and amend bill/invoice dates for cashflows. Scenario planning and comparisons very helpful, and the output from those in charts etc great for presentation. Also allows you move & group cash in/out categories"
5 years ago
Geoff P.
CEO, HeliSpeed
"I have never used this type of tool and I am finding it very helpful, the link with Quick Book is very good and it can be updated whenever you need to. With float downloading data directly from Quick Book that as also helped me to find mistakes which have been made in my accounts We have now spent a number of hours just updating our records in Quick Book whi..." Read more
5 years ago
Allison B.
Director, Quantum of Value Ltd
"We have quickly achieved real visibility of our cashflow, linked to Xero and bank feeds it's real-time, so no more spreadsheets."
5 years ago
Peter W.
Director, Peter Winckles Limited
"I came across Float at Xerocon 2019. I was actively seeking a cashflow App that was easy to set up, use and maintain. I had tried Apps that were more feature-rich but for my clients simplicity and easy of use was their priority. Float fits the bill. I have now been using it on a daily basis with clients for over 2 months and find it does a great job. Th..." Read more
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
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"
6 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."
6 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
6 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
Joanne B.
Project Coordinator, CT4
"Great way to keep track of cashflow and set budgets. Easy to use, you don't need to be an account!"
6 years ago
Migdelia Meriyela M.
Acount Specialist, GB Advisors, Inc.
"what I like the most is its integration with quickbooks and how easy it is to see the arrears with payments to suppliers as well as customer charges, it makes us see that attack immediately and also allows us to see the details of the transactions when we click on a transaction in the cash flow"
7 years ago
Sandeep K.
Director, Finance, IT Glue
"Better cash flow overview, minimizes the need for Excel. 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 wi..." Read more
7 years ago
Rouska L.
Operations Director, Kuva
"Fantastic for forecasting cashflow and it's integration with freeagent makes the experience seamless"
7 years ago
"Not for a more advanced complex company planning but for smaller businesses this can be a valuable tool to understand current and future cash flow."
2 years ago